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Dynamics 365 Community / Forums / Field Service forum / Limit the bookings for...
Field Service forum

Limit the bookings for the resource on the mobile app

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Posted on by Mahmoud Desouky 65

Hello,

We have the option of enabling "Enable Drip Scheduling" so it limit the number of booking to appear to the resource,

however when I enable it, it makes all of the bookings disappear.

Actually I need to show only the first 5 days of bookings to my resource, any advice?

Regards,

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Field Service
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  • Verified answer
    Shayan Soheili Profile Picture
    Shayan Soheili 940 on at
    RE: Limit the bookings for the resource on the mobile app

    Hello Mahmoud,

    You can manage this through the Sync Filter in Woodford.

    Drip scheduling allows you to define the number of work orders that a technician has in Field Service mobile application. For example, you can define that you only want a technician to see two or three specific items at a time, while you need to see only the first 5 days of bookings. So, in order to do that, you can change the default sync filter on your template in Woodford.

    In Woodford, open your template and select “Bookable Resource Booking” entity, and then click on “Sync Filter”

    2.PNG

    and you can see the default filter which is applied on the template, so from here you can add/modify the filter by changing/inserting conditions, after that you can save and publish your changes.

    2.PNG

    For more information about Sync Filter you can see the link in below:

    https://www.resco.net/woodford-user-guide/#__RefHeading__5817_1627906509

    Regards,

    Shayan 

     

  • Mahmoud Desouky Profile Picture
    Mahmoud Desouky 65 on at
    RE: Limit the bookings for the resource on the mobile app

    Hello Shayan,

    Thank you so much this helped and I now can set my criteria to filter what to appear on the mobile app, also the link provided is very helpful.

    Thank you! :)

    Regards,

    Mahmoud Desouky

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