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Custom Filters and extending feature of Resource Scheduling

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Posted on by Sonali Panda 20

As per the article https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common-scheduler/developer/extending-urs-step-by-step, in one of our POCs we were able to add custom filters in the filter area and also modified the search query, but this only works in Schedule Board and appears there, but these filters does not appear when we navigate to resource requirement record itself or the entity record ( e.g. appointment record if appointment is enabled for booking) and click book button. If we add an extra attribute to the resource requirement record and want to add it in schedule assistant, again we could not find a way to do that. Is there any way  or setting to do this ? In our requirement, from appointment entity record, when book button is clicked, these custom filters should appear and we should be able to manipulate the resource requirement with custom attribute and that should also reflect in schedule assistant.

Categories:
Scheduling (URS)
  • Mark.Scott Profile Picture
    Mark.Scott 5 on at
    RE: Custom Filters and extending feature of Resource Scheduling

    Hi Sonali,

    Did you get this working?  I'm trying the same thing & having the same issue.

    Thanks,

    Mark

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Custom Filters and extending feature of Resource Scheduling

    Just to double-check: In the settings of your schedule board, did you click on "Open Default Settings" and then change Schedule Types>Your Entity>Schedule Assistant…..?

  • Sonali Panda Profile Picture
    Sonali Panda 20 on at
    RE: Custom Filters and extending feature of Resource Scheduling

    Yes we tried that but URS it appeared, but not on assistant

  • Suggested answer
    Daniel Bach Profile Picture
    Daniel Bach 40 on at
    RE: Custom Filters and extending feature of Resource Scheduling

    Hi There,

    Microsoft wrote about the way to customize the schedule assist filter in their blog post:

    community.dynamics.com/.../sort-available-resources-by-total-available-time-in-universal-resource-scheduling

  • ___Pool___ Profile Picture
    ___Pool___ 2 on at
    RE: Custom Filters and extending feature of Resource Scheduling

    Hello Panda Sonali, I am stucked in the same exact point, I added an additional property to a Bookable Resource: a Bookable Resource Type, it is an option set which can be Mobile or Static. I figured out how to provide a filter over this new value on the Schedule Board (https://community.dynamics.com/365/fieldservice/f/764/t/284107)  but still no way on how to cutomize the so called "Schedule Assistant" search filter panel

    ScheduleAssistant.PNG

    with more fields and in my case it would also be wonderfull to eliminate many of the standard search fields.

    Do you have any hint?

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