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Service | Customer Service, Contact Center, Fie...
Answered

Add Bookable Resource to Booking Journal

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Posted on by 90

Good Day Everyone. Thank you for your interest.

The booking Journal does not have a OOB field for the Bookable Resource that is linked to the booking. What would be the best way to populate the 'Bookable Resource' Lookup Field based on the associated bookings? I am trying to track Pay for each bookable resource (employee) and eventually calculate a roll up to the Bookable Resource Entity. Any ideas would help.

Best Regards,

Arslan

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi Sunny21,

    You could create a lookup field on booking Journal entity and then use workflow to automatically populate the field's value when a booking Journal record is created. Please see the following steps:

    1. Create a lookup field named Booking Resource:

    Snipaste_5F00_2022_2D00_01_2D00_31_5F00_13_2D00_48_2D00_31.png

    2. Create a workflow to populate it's value:

    Snipaste_5F00_2022_2D00_01_2D00_31_5F00_13_2D00_49_2D00_40.png Snipaste_5F00_2022_2D00_01_2D00_31_5F00_13_2D00_50_2D00_38.png

    3. Save and activate it.

    Result:

    Snipaste_5F00_2022_2D00_01_2D00_31_5F00_13_2D00_52_2D00_15.png

  • Sunny21 Profile Picture
    90 on at

    Awesome. Thank You Mr. Zhao!

    Appreciate it. God Bless you!

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