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Service | Customer Service, Contact Center, Fie...
Answered

Allocate a work order to a resource but allow them to schedule the time.

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Posted on by 133

Hi 

I want to allocate work orders to resources  but allow them to set the booking times themselves as they will be contacting he customers. 

What's the best way to do this?

Thanks

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Matt1405,

    You could assign them write  privileges of Booking entity and then set some key fields read-only for them by business rule, JS.

  • Verified answer
    Thomas David Dayman Profile Picture
    11,323 on at

    We had a similar requirement.

    We created some JavaScript and ribbon button to open the work order record on the browser while on the mobile device (You can add the resource preference to the resource requirement to only show time slots for the logged in user). Then they can use the 'Book' ribbon button which allows them to find available time slots to book themselves.

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