Booking rule in Schedule Board

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Posted on by 00064000E760C6E0

Hello,

I'm beginner in Field service can anyone help me on the below requirement.

my requirement is : If the BRB is created or the Resource has changed then I need to validate if the updated Resource / Work Center matches the Resource Requirement -> Operation -> Work Center.

work center is custom entity, Operation is work order service task entity,

Thank you.

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00064000E760C6E0 25 on at

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RE: Booking rule in Schedule Board

Hi Mike,

Thank you for your response, we have a relationship called many to 1 so the parent entity is Operation (WO Service task) and the child is RR entity
Community Member Microsoft Employee on at

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RE: Booking rule in Schedule Board

Can you confirm your relationships?

I read: Bookable Resource Bookings on create OR change of Resoure on the Booking triggers your desired process.

That process should:

Check that the Resource Requirement record has the proper Work center/Resource attached to an Operation record - but I do not see a relationship in Field Service from Resource Requirement to Operation (actually Work Order Service Task) - did you make a custom relationship? If so how are those relationships done (one to many, many to one, please specify which is parent vs. child)