How to add Option Set field on Schedule Assistant Filter

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Posted on by Akshay Gawande

Hello,

I have added custom Option Set field (Role Level) on Resource Requirement entity.
We need to bring this field on Schedule Assistant Filter (i.e., after click of Find Resource button on Resource Request), for this I have added below code in Scheduled Assistant Filter Layout

till this, it is working fine and showing Role Level on Schedule Assistant Filter as shown below

and below mentioned piece of code is added in Schedule Assistant Retrieve Constraints Query

But for this schedule board is not loading

For this schedule board is loading, but Role Level option set selected value on Resource Requirement is not populating on Schedule Assistant Filter as shown below

How can we show the selected value of Option Set field from Resource Requirement onto the Schedule Assistant Filter?

Thanks!

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apa 8,284 Moderator on at

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Akshay Gawande I've moved this thread from ProjOps to Field Service for better visibility. This is the best place to get answers to URS extensibility related questions.

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Al Iggs Microsoft Employee on at

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Hi Akshay, not sure if that helps, but long time ago I put together some documentation for adding a custom option set, maybe you can get some ideas from that.

0825.Extend-the-Schedule-Board-with-a-custom-resource-attribute.pdf

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Akshay Gawande 10 on at

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Hi Alexander Heinze,

Thanks for the reply!
Nice document, but this provides how to show the fields on board.
This is also working fine for me. I want to pre populate the values which were selected on Resource Requirement entity onto the Schedule Assistant Filter.

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Al Iggs Microsoft Employee on at

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I would look at the logic for work location and try to reproduce that. It has

<control type="combo" source="optionset" key="Requirement/msdyn_worklocation" label-id="ScheduleAssistant.West.settingsform.WorkLocation" entity="msdyn_resourcerequirement" attribute="msdyn_worklocation"> <bind property="disabled" to="Requirement/InitialWorkLocation" operator="eq" value="690970002" />

in the filter layout and

<InitialWorkLocation ufx:select="msdyn_worklocation" />

in the Retrieve Resources Query.

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Akshay Gawande 10 on at

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Hi,

Filter layout has
<control type="combo" source="optionset" key="RoleLevel" label-id="Role Level" entity="msdyn_resourcerequirement" attribute="new_rolelevel" >

in the Schedule Assistant Retrieve Constraints Query has
<RoleLevel ufx:select="option(Requirement/new_rolelevel)" />

This auto populates the selected option from Resource Requirement to Schedule Assistant Filter.

Now, we want to keep Option Set on Resource Requirement. However, we want to make Schedule Assistant Filter control as multiselect.
So, the Filter Layout will be
<control type="combo" source="optionset" key="RoleLevel" label-id="Role Level" entity="msdyn_resourcerequirement" attribute="new_rolelevel" multi="true" >

However, the below Schedule Assistant Retrieve Constraints Query doesn't work with this multi="true".
<RoleLevel ufx:select="option(Requirement/new_rolelevel)" />

So, need solution on this.

Thanks!

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Community Member on at

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how did you change schedule assistant filter?

i created a new schedule assistant filter layout in msdyn_configuration but i cant find the option how to use it

thanks in advance

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