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Microsoft Dynamics CRM (Archived)

[Field Service - CRM 365]. How to adjust time for Booking

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Posted on by 4,921

Hi all,

I want to adjust time when i Book a Resources.

When i click the Book buton the Start Date well be the date of tomorrow. (Day + 1)

How i can do it by JS.

Booking.PNG

Best,

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  • Nirvana115 Profile Picture
    4,921 on at
    RE: [Field Service - CRM 365]. How to adjust time for Booking

    Hi Thomas,

    Thanks for your reply,

    I created a plugin to adjust Time when i book a Work order.

    Best regards,

  • Thomas David Dayman Profile Picture
    11,323 on at
    RE: [Field Service - CRM 365]. How to adjust time for Booking

    I thought that it might be more complicated than that.

    I would imagine it would be quite difficult to trigger some JavaScript to interact with those fields as the schedule board isn't really a form. You would have an easier time creating your own ribbon button and own dialog to book your jobs. Depending if you are only simple scheduling 1 or 2 days +.

    However... There is option in the tab settings on the schedule board to add your own Custom Web Resource. (Click the cog on the schedule board and then click 'Open Tab Settings', you will find the custom web resource there. You may be able to interact with the fields by adding your own JS in this section.

  • Nirvana115 Profile Picture
    4,921 on at
    RE: [Field Service - CRM 365]. How to adjust time for Booking

    Hi Thomas,

    Thanks for you reply,

    My issue is not always i add 1 day + of the start date, some time i need to add 2 day + of the start date.

    there is any solution to access to the fiels Start by JS or JQuery.

    Best,

  • Verified answer
    Thomas David Dayman Profile Picture
    11,323 on at
    RE: [Field Service - CRM 365]. How to adjust time for Booking

    I think its difficult to write JS to interact with the schedule board. But I think you could achieve this with booking rules maybe?servicepartners.supportportal.com/.../How-do-I-use-Booking-Rules-Is-there-an-example

    If every job you are going to schedule is going to be 1 day + of the start date you can just create a workflow or plugin to add 1 extra day when a Bookable Resource Booking is created. It will happen in the background but you will still be able to achieve this.

    Also, there is a button called 'Actions' at the top of the schedule board. You can click on the 'Move Bookings to different day'. So maybe at the end of the day you can move all the jobs you have booked today and move them all for tomorrow. You could treat this as a business process instead.

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