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Dynamics 365 Community / Forums / Field Service forum / Customise Schedule Boa...
Field Service forum

Customise Schedule Board - Field Service

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Posted on by Jeevan Kumar Balija 425

Hi,
Is there a way to add/remove fields from the below tabs on the Field Service Schedule Board.

1. Filter and Map View Tab
2. Details Tab
3. Booking Tile - managed to find some links, able to customise the tile but its width is driven by the duration of the WO, so if it is just 30 mins, it shrinks and doesn't display the info properly.

Any links will be appreciated.

Thanks

Categories:
Scheduling (URS)
I have the same question (0)
  • Jeevan Kumar Balija Profile Picture
    Jeevan Kumar Balija 425 on at

    I did some progress with another community member support, but i am stuck at one point. To add fields to the Filter on the SB we need to edit the Filter Layout, path for this Tab Settings-->Other Settings Area-->Filter Layout. I could remove the fields, but to add new ones i need to provide a label-id but couldn't find a way to add label for the controls. below is sample layout. Also not sure how to filter the data shown in this control.

    <?xml version="1.0" encoding="utf-8" ?>

    <filter>

     <controls>

       <control type="characteristic" key="Characteristics" label-id="ScheduleAssistant.West.Skills" />

          <control type="combo" source="entity" key="Territories" unspecified-key="UnspecifiedTerritory" label-id="ScheduleAssistant.West.Territories" entity="territory" multi="true" />

          <control type="order" key="Orders" label-id="FilterControl_OrderLabel">

         <order name="name" entity="bookableresource" attribute="name" />

         <order name="proficiencyscore" entity="bookableresourcecharacteristic" attribute="ratingvalue" />

       </control>

     </controls>

    </filter>

    Any help, appreciated.

    Thanks

    Jeevan

  • Verified answer
    Jeevan Kumar Balija Profile Picture
    Jeevan Kumar Balija 425 on at

    This answered my question, hope it helps.

    damucrm.blogspot.com/.../add-more-options-to-filter-in-schedule.html

  • Jeevan Kumar Balija Profile Picture
    Jeevan Kumar Balija 425 on at

    Documented the steps here.

    jkmscrm.wordpress.com/.../schedule-board-customization-field-service

  • ___Pool___ Profile Picture
    ___Pool___ 16 on at

    Hi Jeevan, I have a similar problem while customizing the filter layout. I added a new field on the Bookable Resource entity called Resource Kind, it is an option set with two values "Static" and "Mobile". I would like to add a filter criteria based on this new field, I edited the xml layout as follow, but the result is not what expected:

    <?xml version="1.0" encoding="utf-8" ?>

    <filter>

     <controls>

       <control type="characteristic" key="Characteristics" label-id="ScheduleAssistant.West.Skills" />

       <control type="combo" source="entity" key="Roles" inactive-state="1" label-id="ScheduleAssistant.West.Roles" entity="bookableresourcecategory" multi="true" />

       <control type="combo" source="entity" key="Territories" unspecified-key="UnspecifiedTerritory" label-id="ScheduleAssistant.West.Territories" entity="territory" multi="true" />

       <control type="combo" source="optionset" key="ResourceTypes" label-id="SB_FilterPanel_ResourceTypesFilter_Title" entity="bookableresource" attribute="resourcetype" multi="true">

         <data>

           <value id="2" />

           <value id="3" />

           <value id="4" />

           <value id="5" />

         </data>

       </control>

    <control type="combo" source="optionset" key="ResourceKind" label-id="SB_FilterPanel_ResourceKindFilter_Title" entity="bookableresource" attribute="resourcekind" multi="true">

         <data>

           <value id="100000000" />

           <value id="100000001" />

         </data>

       </control>

       <control type="order" key="Orders" label-id="FilterControl_OrderLabel">

         <order name="name" entity="bookableresource" attribute="name" />

         <order name="proficiencyscore" entity="bookableresourcecharacteristic" attribute="ratingvalue" />

       </control>

     </controls>

    </filter>

    Do you have any hint?

    I am wondering also if it exists a documentation for this syntax, it is unbelievable that we have to programming by attempts, 

    Regards,

    Paolo

  • Suggested answer
    ___Pool___ Profile Picture
    ___Pool___ 16 on at

    Hello, I found the answer finally, first thing first the xml I shared above was incorrect, in fact the attribute name was incorrect here is the correct version

    <?xml version="1.0" encoding="utf-8" ?>

    <filter>

    <controls>

    <control type="combo" source="optionset" key="ResourceKind" label-id="Resource Kind" entity="bookableresource" attribute="new_resourcekind" multi="true">

        <data>

          <value id="100000000" />

          <value id="100000001" />

        </data>

      </control>

    </controls>

    </filter>

    second thing second the label-id is exactly the name of the field on the search panel so I changed it to "Resource Kind" very much readable in place of "SB_FilterPanel_ResourceKindFilter_Title" .

    And is is enough in order for the field to be available on the Schedule Board filter panel. Still a bit of work needs in order for the query to use the Resource Kind value when retrieving the Bookable Resource. This step can be accomplished adding to the XML referenced by on Setting --> Retrieve Resources Query the following condition:

    <condition attribute="new_resourcekind" operator="in" ufx:if="$input/ResourceKind/bag/option">
    <ufx:apply select="$input/ResourceKind/bag/option">
    <value>
    <ufx:value select="." />
    </value>
    </ufx:apply>
    </condition>

    Appling the changes everything works properly

    Paolo

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