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How to lock a booking in Schedule Board

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Posted on by 5

Hello,

If I'm making a booking, with booking status as Emergency, then I need to lock this booking in Schedule Board, as no others can change/delete that booking.

How to achieve this?

Thanks in advance..

Sandy

  • Email Entity Profile Picture
    Email Entity 5 on at
    RE: How to lock a booking in Schedule Board

    I tried the same, but as this WF is triggering in Bookable Resource Booking entity, it's not allowing any further changes in this entity and still changes are applicable in Scheduling Board.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to lock a booking in Schedule Board

    So you need to set the trigger to be 'Records fields changes' and select Start Time, End Time and any other field that you need to prevent changing when the booking is locked.

  • Email Entity Profile Picture
    Email Entity 5 on at
    RE: How to lock a booking in Schedule Board

    I tried the below WF, and it's still allowing to make changes in Schedule Board.

    1. Created a Two Option Set attribute.

    2. Created rule, as if the value is 'Lock', then stop/cancel the workflow.

    WF-SS.PNG

    Any changes need to be done ? Or any other possible way ?

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to lock a booking in Schedule Board

    No this workflow will need to be on the Bookable Resource Booking entity.

  • Email Entity Profile Picture
    Email Entity 5 on at
    RE: How to lock a booking in Schedule Board

    Perfect... is this WF need to configure in Schedule Board Entity? With an 1:N relation ship with Booking Resource Booking entity ? I tired in that way but the WF is not triggering.

    Seeking more support please :(

    Cheers !!

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
  • Email Entity Profile Picture
    Email Entity 5 on at
    RE: How to lock a booking in Schedule Board

    Thanks Thomas,

    Can you please elaborate on the Workflow procedure.

  • Email Entity Profile Picture
    Email Entity 5 on at
    RE: How to lock a booking in Schedule Board

    Hi John,

    Can you please share the JS, which has written for validation in the booking rule.

    Cheers!!

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to lock a booking in Schedule Board

    You can just create a synchronous workflow On Change and On Delete of the booking if the booking status = Emegency. Then use the 'Stop Workflow' step of type Cancelled and throw a meaningful error message.

  • Email Entity Profile Picture
    Email Entity 5 on at
    RE: How to lock a booking in Schedule Board

    Thanks John.

    Can you please elaborate and  guide me on how to configure this

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