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Booking Rules

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Posted on by CharithR

Hi All,

I have a requirement where I need to implement a booking rule to check a certain validation on schedule board when a requirement is placed on it. The rule does seem to work on hourly view where it triggers the alerts that I have in the booking rule script. But when it comes to other views, the rule is not executing. 

Just wondering whether there is a limitation of booking rules not firing for other views except the hourly view or am i just doing something wrong?

Thanks,
Charith 

Categories:
Field Service
  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: Booking Rules

    Is there a way to trigger the Booking Rules from the Rebook and Substitute Resource options - it seems they are skipped if you move a booking with either of these options

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Booking Rules

    Hi Charith,

    Please refer to this thread. community.dynamics.com/.../282840

    You can trigger a booking rule from either then Schedule Board itself or within the Assistant Scheduler.

    I don't think there is any other way of achieving your requirement from what I know of unless you solve it by training users to schedule work orders differently?  

  • CharithR Profile Picture
    CharithR on at
    RE: Booking Rules

    Hi Thomas,

    Could you please elaborate a bit on that?

    Thanks,

    Charith

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Booking Rules

    Not really. But you can trigger the booking rule through the assistant scheduler. Would this be a suitable work around?

  • CharithR Profile Picture
    CharithR on at
    RE: Booking Rules

    Hi Thomas,

    Thanks. My Requirement is give a warning which can be discarded by the client. which the plugins will not do.

    Do you know another way we can get this done?

    Thanks,

    Charith.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Booking Rules

    From my experience, booking rules don't fire on any other view apart from the 'Hours' view. I think what you might need to do is create a plugin on create of Bookable Resource Booking? Then throw an exception if the validation is wrong. If its a plugin then the validation will always fire because the check is being made server side.

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