Time Off reason in Schedule Board

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Posted on by Rathakrishnan Gowri...

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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Scheduling (URS)

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Fannie30 2,990 Moderator on at

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RE: Time Off reason in Schedule Board

I don’t believe so. I have done it with 7.x and above but I don’t recall having the ability to add entities to the board in 6.1. I’m 7.x I’ve added time off requests as a scheduled entity

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Thomas David Dayman 11,323 on at

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RE: Time Off reason in Schedule Board

Either make a new entity called Time Off and make it scheduled entity or just make a new Booking Status called Time Off and you can use that on the booking. The out of the box time off wont support any text

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Fannie30 2,990 Moderator on at

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RE: Time Off reason in Schedule Board

That’s not true. I’ve used OOB time off and put that on the schedule board as an overlay to the gray bars. It works quite well. I’ve also added approved and rejected functionality.

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Thomas David Dayman 11,323 on at

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RE: Time Off reason in Schedule Board

Its been a while since ive used them :P. Would like to see some screenshots

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Rathakrishnan Gowri... 77 on at

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RE: Time Off reason in Schedule Board

Yes OOB time off and put that on the schedule board as an overlay to the gray bars works well. but i just wanted to display some reason TEXT instead of gray bars

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Lucky Dog 670 on at

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RE: Time Off reason in Schedule Board

Fannie30 I can't quiet visualise the solution so it would be great to see it. Any chance of some screenshots as I need to do the same. Thanks.

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Fannie30 2,990 Moderator on at

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RE: Time Off reason in Schedule Board

Step 1:

Create a Reason (option set field) on the Time Off Request Entity

Step 2:

Add Time Off Request as an Entity that can be scheduled

Step 3: Input the settings as below. I've created a new Booking Status of Out of Office for Time Off Requests.

Step 4: update Schedule Board Settings for Time Off request.

I usually do this in the administration area for the scheduled entity. My Booking Template for this entity would look something like this:  <div>Time Off - {new_timeoffreason}<br />Duration: <strong class="bold">{duration}</strong></div>

Step 5: Create a workflow. When a Time Off Request is Approved (or the Status = Inactive) create a booking for the resource.

Step 5: When an item is booked, I would see the reason on the schedule board. My environment is going through an upgrade at the moment, so I cannot update my schedule board settings, but below you can see the concept.

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Lucky Dog 670 on at

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RE: Time Off reason in Schedule Board

Many thanks Fannie30 this is so, so useful. !!! Thanks.

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Fannie30 2,990 Moderator on at

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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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Fannie30 2,990 Moderator on at

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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.

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