Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Field Service forum / Schedule board is not ...
Field Service forum
Suggested answer

Schedule board is not working as expected

Posted on by 3
Hi,
In order to filter results on the Schedule Board, We need to use the Resource filters. When filtering on Countries, Office/Site and Category/Role there is no filtered result, the amount of resources in the view after I have applied a filter parameter is the same as when there is no filter applied.
The only filter working seems to be the Characteristics.
In seems like we are getting results when using Territories filter, but we are questioning the validity of the search, one example is Jozef Voskar, when we filter on territory Americas, he is shown on the Schedule Board, but according to the Bookable Resource profile, he is in Europe.

We need the resource filter to filter results when we apply on every filter, e.g when we filter on Office/Site, we should have a result on the Schedule Board with resources linked to the office/site and not all as we see today.
And yes, we have clicked Apply to apply the filter, and also tried this in the resource scheduling app
.
Can anyone help what may be the issue?

 
Categories:
  • Suggested answer
    MA-03061107-0 Profile Picture
    MA-03061107-0 4 on at
    Schedule board is not working as expected

    Hi,

    In schedule board setting, in other section you can find filter layout, resource retrieve query.

    Check whether it is customized and check query in the layout is correct and if there is any mismatch it will be your problem.

    Also you can change back to default query.

    Hope it helps,

     Best regards,

    CRM user.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,986 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans