Skip to main content

Notifications

Announcements

No record found.

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

Schedule Board - Filter Bookings

Posted on by 6
Hello Community, 

I have come across scenarios - where I have to create multiple boards. These boards represent an individual location.

Each of these boards will have some resources added to it. A couple of resources will be added across multiple boards(locations). 
 
Now, if a resource is added to multiple boards, as a rosterer I would be seeing Resource Bookings in all the boards irrespective of the location.

Ideally, I would like to see Bookings specific to that location in the corresponding boards. 

Resource A added to Board A & Board B. Currently, no matter which board I look at, all the bookings are displayed. 

What I want to achieve is, Bookings in Board A to be Board A specific and so as in Board B.
 
Is that doable? 

Thanks
  • Artur Filar Profile Picture
    Artur Filar on at
    Schedule Board - Filter Bookings
    The Resource's schedule (bookings) are always displayed cross-tab. It's by design, and it's actually a feature that allows you to see resource's availability through out "locations", or rather tabs. It's designed like that to make sure you don't overbook your resource.
  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,435 on at
    Schedule Board - Filter Bookings
    The schedule board will show all the bookings for that resource.
     
    I am unsure if you can apply a filter to the bookings retrieved.
     
    You can try to work on the visualization to help the schedulers. You can use booking colour to differentiate or implement a different booking template.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans