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ReportGood morning!
Our organization has recently begun setup of Field Service in our Dev instance. Our end goal is to schedule bookings for teams of multiple resources based on various pieces of criteria that a resource must meet. For our setup and testing of this functionality we’re starting with just one required characteristic per work order/resource. To add the characteristic to our resource we took the following steps: Field Service > Administration > Resources > Select Resource > Add New Resource Characteristic to the subgrid.
On the Work Order, we have set an Incident Type that carries over required Characteristics. In this example we have an Incident Type of Knee Injury which requires a certification of Physical Therapy.
When opening up the Schedule Assistant for this Work Order we do see our Characteristic appear within the filters on the left, however, whenever we attempt to filter by it we receive no results.
After removing our required characteristic as a filter ALL resources display including those that have been tagged with the skill in question. We have also played with the Ignore filters, and everything is functioning as expected there.
Would you be able to provide any assistance on why our Resources are not appearing when we attempt to filter on the characteristics? Is there any other setup needed in order to get this filtering on requirements working as expected?
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