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

Book button for Appointment

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Posted on by 510

Hello

I've read several other posts about the BOOK button missing from the Appointment entity however I'm still not having any luck getting the button to appear.

Our "Universal Resource Scheduling" version is 3.12.0.448 and the environment behaviour is set to "Use Unified Interface only" true. D365 is version 9.1.0.13535.

We've tried deleting and recreating the relationship in the Enable Resource Scheduling for Entities settings.  Other custom entities that we create work as expected (the Book button appears). However for some reason we can't get it to appear on the Appointment entity.

Any help would be greatly appreciated.

I have the same question (0)
  • RakeshJ Profile Picture
    on at

    This behavior is expected. Book button is not expected to show on Appointment entity record because on save it's actually booking i.e. Scheduling the Appointment, which is not there for other entity so the book button is not required.

  • gtwynstra Profile Picture
    510 on at

    Thanks for the response. I know the Book button has been on the Appointment entity in the past (you can see this in the images in the following article:  www.inogic.com/.../) - so I know at one point it was possible.  

    Also I'm not seeing the behaviour you describe whereby the creation of an Appointment is booking the appointment.  How could it know what type of resource characteristics, timeslots, etc are needed in order to make the booking?

    If we hack the ribbon code in the function FpsUtils.Form.isBookButtonEnabled and remove the condition ‘”appointment” !== r’ we can get the BOOK button to appear - and it seems to work as we had hoped.  But it's a hack and likely to be overwritten by future updates to the URS solution.

    By default the "Appointment" entity is enabled for booking so it seems strange to us that the button is purposely being removed from the ribbon.

    Any thoughts on this?

  • gtwynstra Profile Picture
    510 on at

    To close off this issue, Microsoft responded by saying that the behaviour is by design and adding the button to the default appointment would "break other functionality".  So despite the documentation saying that it's possible and the Appointment being configured as bookable by default....it's not.   The suggestion has been to create a custom Activity and configure it as bookable instead.  I hope this helps and saves others time in the future.

  • Suggested answer
    Fannie30 Profile Picture
    2,990 Moderator on at

    THE Appointment is automatically getting booked to the owner / resource upon creation for the date/time you have for the appointment.

      Screenshot-_2800_3_29005F00_LI.jpg

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