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Service | Customer Service, Contact Center, Fie...
Suggested Answer

allowing only one booking to be traveling or in progress

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Posted on by 5

Hy everyone,

I need to configure a restriction in field service, which consists of allowing only one booking to be traveling or in progress at the same time. If the resource tries to change a booking to in progress when he already has another in this status, the system should launch an alert indicating that there is another reservation in progress or travel. Any idea to configure this restriction?

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  • John Holmes Profile Picture
    260 on at

    In the old Resco app I created a aggregate variable On Load of Bookings for the current user that were 'In Progress'

    Then a condition

    IF Count = 0

    OR Current Status was In Progress

    THEN Show Booking Status

    ELSE

    IF Count Greater than 0

    THEN Hide Booking Status

    Guess this would now need to be done in JS

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at

    There is no OOTB functionality to handle this. Because the technicians work offline you will have to add JavaScript to handle it on the mobile.

  • Suggested answer
    Community Member Profile Picture
    on at

    A simple plugin or JS code can easily manage type this of restriction (maybe a plugin is the better approch because can be triggered in the pre-validation event).

    Before the submittion, it can retrieve all the rows in the booking entity, and check if your codnition is verified.

    If yes, it throws an exception to the user.

  • VictMad Profile Picture
    5 on at

    Thanks,

    Do you perhaps know of a web page, video tutorial or some other resource that I can use as a guide to implement the necessary code?

  • VictMad Profile Picture
    5 on at

    The plug in approach seems interesting to me, any resources that you can suggest to me to better understand how it works

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