Skip to main content

Notifications

Dynamics 365 Community / Forums / Field Service forum / Moving Bookings to Dif...
Field Service forum
Answered

Moving Bookings to Different Day

Posted on by 5

We just migrated from FieldOne Sky to Field Service (late I know..). Our company has an in house dispatch office and field service technicians for our restaurants. At any given time we have about 1200 open work orders for break/fix, general maintenance, or preventive maintenance at our ~110 stores. Technicians may be assigned a work order, put it in progress and at the end of the day put it back in scheduled because the work isn't done. Our old business process had dispatch moving all work orders to the next day by using the schedule board function "move all open jobs to next day" which grabbed any job with a status of accepted or scheduled and dropped it on the destination date. In Field Service, the action "move bookings to different day" does this to a degree. If any work order has been put in progress and moved back to scheduled the actual arrival time prevents the booking from moving to the next day. 

We don't use arrival time so is it possible to prevent this field from being updated by a work order being put in progress? Or, is it possible to have the system clear arrival time when a tech changes the status back to scheduled? 

  • Trying Profile Picture
    Trying 75 on at
    RE: Moving Bookings to Different Day

    Hey Matt

    It is the bookable resource booking that you want to update so you could create a workflow in the bookable resource booking that on field change "booking status", if booking status = "scheduled" then actual arrival time gets blanked out.

    Have you done workflows much?

    Cheers

  • mghunt Profile Picture
    mghunt 5 on at
    RE: Moving Bookings to Different Day

    Thanks a ton!

  • Verified answer
    Al Iggs Profile Picture
    Al Iggs on at
    RE: Moving Bookings to Different Day

    Hi Matt, even though it was primarily meant as a showcase for FS+Power Apps+Power Automate, it might give you a starting point for what you are trying to achieve: www.linkedin.com/.../ In your case, you could run the Flow over night, no need to use the Power App to manually trigger the Flow.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,867 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,173 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans