Dynamics Community Forum Thread Details

Resource Groups excluded from Schedule board assistant

Hi,

I have been testing the schedule board and have found that when using the schedule board assistant bookable resource groups are not included in the search results. I find this strange as when configuring a bookable resource group the same information is available to record as for other bookable resource types such as characteristics, and crucially the start/end location and organisational unit which is used for location based search and generating estimated travel duration.

Bookable resource groups are included results when an "open" search, however when finding availability using the schedule assistant groups seem to be excluded. The key difference in this search to the open search is the location based searching and generation of an estimated travel duration which the group has the information to calculate.

If anyone can shed some light onto why groups are excluded that would be appreciated.

Thanks.

Leigh.

Categories:

Field Service

Hi Leigh!

If you open the "Scheduler Settings" and then click on "Open Tab Settings" you will find a "Retrieve Resources Query" drop-down field. In this field you can select a .xml file that basically defines how records are fetched/filtered/sorted.

In the default .xml file you will see that the only fetched records are from <entity name="bookableresource">.

If you would like to also query Bookable Resource Groups then you need to create your own .xml and add <entity name="bookableresourcegroup"> in it.

That said, I think it begs are some considerations:

The same Bookable Resource can belong to multiple Bookable Resource Groups
How do you define availability of a Group?
Can you assign a Booking to a Bookable Resource Group?
How ill the billable duration of the booking be distributed among the Bookable Resource Group?

Hope it helps!

Joana

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