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Service | Customer Service, Contact Center, Fie...
Suggested Answer

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

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at

    Hi Partner

    As far as I know you cannot lock the booking explicitly, however you can try to restrict an access on edit the booking view  or of schedule board access if that works for you. 

  • Suggested answer
    John Holmes Profile Picture
    260 on at

    Hi Sandy

    We had the same issue - so created a two option field for 'Locking' the booking.  We then created a booking rule to throw the user an error if the try and move/delete it.  We all oput field level security on the field so only Specific Users could unlock the Booking.

  • Email Entity Profile Picture
    5 on at

    Thanks John.

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

  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    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
    5 on at

    Hi John,

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

    Cheers!!

  • Email Entity Profile Picture
    5 on at

    Thanks Thomas,

    Can you please elaborate on the Workflow procedure.

  • Thomas David Dayman Profile Picture
    11,323 on at
  • Email Entity Profile Picture
    5 on at

    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
    11,323 on at

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

  • Email Entity Profile Picture
    5 on at

    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 ?

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