Can creating new booking from field service app be limited so resource can only schedule themselves?

(0) Share

Report

Posted on by Jackson Moore

I want my resources in the field service application to be able to create ad-hoc bookings from their mobile devices, but I only want them to be able to schedule themselves as the resource. Is this possible?

I currently have it working so that new bookings can be created from the mobile app, but any resource can be assigned. I have the following permissions defined for the Field Service - Resource role, the only one for which my user belongs to.

*This post is locked for comments

All responses (3)

Answers (0)

Thomas David Dayman 11,323 on at

Like (0)

Report

RE: Can creating new booking from field service app be limited so resource can only schedule themselves?

Sorry, it was Bookable Resource.

In theory if you limit the bookable resource to user only or getting the view filter correctly should work tbh.
Jackson Moore on at

Like (0)

Report

RE: Can creating new booking from field service app be limited so resource can only schedule themselves?

I couldn't find an entity for just "Resource". I did try modifying Bookable Resource security to user as well as Resource Requirement with no success.

We also tried filtering the Resource and didn't have any luck.
Thomas David Dayman 11,323 on at

Like (0)

Report

RE: Can creating new booking from field service app be limited so resource can only schedule themselves?

I believe you can do this.

But you will have to either make the "Resource" Entity security as user

Or if your resources need access to see other resources then you can run a form rule or restrict the field view to only show the current users resource.