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Dynamics 365 Community / Forums / Field Service forum / How to stop Multiple B...
Field Service forum

How to stop Multiple Bookings being edited

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Posted on by John Holmes 260

Using the Resco Field Service App, the Engineers see a list of Bookings that they have for the day (or next few hours) but once they select one of the Bookings and set the Status to a Travelling status I would like only that Booking to be editable (making the other bookings readable but not editable) until such time that the selected Booking has been completed then allowing the engineer to select the next booking.

I would have though that restricting an engineer to completing one booking at a time would be a fairly standard requirement but I can't find any answers within the Resco documentation.

Anyone any fancy ideas?

Thanks

Categories:
Mobile Apps
Field Services
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  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to stop Multiple Bookings being edited

    I would say that you should create a 'Fetch' variable in woodford to count all bookings which are in Travelling, In-progress or Completed.

    If the count is more than 0 and the booking you are currently on is either Travelling, In-Progress or Completed, then let the user use the form, else make the form not editable.

    If the count is 0 then let the user use the form.

    You would need to create this logic in the -OnLoad form rule. You can achieve this without code.

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: How to stop Multiple Bookings being edited

    Thanks - so for clarity: Variable LoadFetch bookings at status travelling where resource is current user.  Do I then need to create another variable to perform a count on the result of the fetch?

    8244.Screenshot-2019_2D00_04_2D00_03-at-11.58.55.png

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How to stop Multiple Bookings being edited

    Sorry. Rather than doing a Entity variable. Could you use Integer variable and use the Load Aggregate instead?

    This way you can still do your fetch but it returns the number of records as a number. Also make sure that in your fetch you edit the count to 1 so that it doesn't bring back lots of records and slow done your form logic :)

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: How to stop Multiple Bookings being edited

    Brilliant - thanks

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