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Time Off reason in Schedule Board

Posted on by 75

Anyone could help on below ?

I have a requirement to display the time off request reason instead of grayed out  on the schedule board  on Field Service 6.1 , Is that possible ?

Thanks 

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  • Suggested answer
    Jacob Koster Profile Picture
    Jacob Koster 10 on at
    RE: Time Off reason in Schedule Board

    Hi

    I am having the same issue, wanting to get the time off requests in the schedule board.

    Could you perhaps describe your solution a bit more detailed please?

    Brgds

  • Ian_P Profile Picture
    Ian_P 29 on at
    RE: Time Off reason in Schedule Board

    Solution was more simple then expected....

    Using this as the Booking Template now:

    {name}

    <br />

    Duration: {duration}

    Did not need any table name etc to simply display the Name of the Bookable Resource Booking.  

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Time Off reason in Schedule Board

    Please read this and see if this helps you

    www.avanade.com/.../show-time-off-requests-dynamics365

  • Ian_P Profile Picture
    Ian_P 29 on at
    RE: Time Off reason in Schedule Board

    Trying to get the BookableResourceBooking name field to display which is where we have the data we need to display on the schedule board.  The entries are created from Time Off Requests, but the name only exists in the Booking data.

    Have tried everything an cannot get it to display just getting blank data.

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Time Off reason in Schedule Board

    To all readers: If you are interested in getting this as a standard functionality, you might want to vote at experience.dynamics.com/.../ While you are at the Ideas portal, consider browsing some other Field Service ideas. There are lots of good ones, but many lack votes.

  • RE: Time Off reason in Schedule Board

    Many Thanks Guys

  • moko33 Profile Picture
    moko33 1,784 on at
    RE: Time Off reason in Schedule Board

    BTW, here is Scotts blog article :-) :

    www.linkedin.com/.../show-time-off-request-details-schedule-board-scott-lefante

  • Suggested answer
    Lucky Dog Profile Picture
    Lucky Dog 664 on at
    RE: Time Off reason in Schedule Board

    Many thanks Scott LeFante this is so, so useful. !!! Thanks.

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Time Off reason in Schedule Board

    If that helps you, can you please mark my comment/suggestion as useful / resolved.

    I'm also posting a blog shortly about this on LinkedIn.  Be on the lookout.

  • Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: Time Off reason in Schedule Board

    My booking template looks something like this:  

    Time Off: {new_msdyn_timeoffrequest_bookableresourcebooking_new_msdyn_timeoffrequest.msdyn.name}
    Type: {new_msdyn_timeoffrequest_bookableresourcebooking_new_msdyn_timeoffrequest.new_reason}

    I set the Name of the Time Off Request via a business rule:  Reason, Start Time thru End Time.  Example:  PTO, 5/6/2019 thru 5/9/2019

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