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Open relevant record from Schedule Board (not Bookable Resource Booking record)

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Posted on by 75

Hi,

I'm trying to configure Universal Resource Scheduling for a custom entity and wondering if there is anyway to override the double click action on the booking in the Schedule Board?

It seems to open the Bookable Resource Booking record, which I understand is the entity being used by the calendar, but end users aren't ever going to want to see this record, they'll want to navigate to the actual record.

Thanks

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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Open relevant record from Schedule Board (not Bookable Resource Booking record)

    Antc's reply should work fine. Here you could find more details on it:

    community.dynamics.com/.../dynamics-365-project-service-automation-and-field-service-schedule-board-schedule-type-views-explained

    but you need to be aware that custom views will only be visible on the hourly view. The day, week and month view will have a default view that cannot be changed as it is an aggregated view.

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Open relevant record from Schedule Board (not Bookable Resource Booking record)

    You should be able to configure the tooltip and have a link to a record in the box that appears.

    Booking tooltips view from memory not really a tooltip but a box.

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