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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Want to stop resource ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Want to stop resource from getting booked if has time off request

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Posted on by Ravi Fulani 836

I need to stop the scheduling of a resource if he has approved time of request in that time. Please let me know How I can do it. I want that when we are dragging work order on schedule board and try making a booking, we should not be able to book him on schedule board on his timeoff request period, right now I am able to do his booking even when he has time off request approved.

Any help?

Thanks

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  • Suggested answer
    Al Iggs Profile Picture
    Al Iggs Microsoft Employee on at

    The idea behind the schedule board is that the dispatcher always has the absolute power, i.e. can even book a resource during time-off.

    The only way to avoid this is creating booking rule, which will be considered by drag and drop and the Schedule Assistant. The rule can then present a warning or prevent the creation/update of the booking.

    Checking the work hours of a resource in your rule's code might be a bigger development effort, what you might want to consider is reflecting the time-off with a separate (dummy) booking. This (1) makes it easier for a dispatcher to distinguish between regular non-working hours and time-off and (2) will likely be easier to check in your booking rule.

    Documentation can be found at docs.microsoft.com/.../set-up-booking-rules and if you do a search in this forum you might also find code samples.

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