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Creating a my view for Bookings

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Posted on by K Crawford

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I have created a view on the Bookings landing page, however, it doesn't show unscheduled work orders. Do you have any suggestions on how to see UNSCHEDULED work orders within the bookings view? I tried from the WO level, however, I am unable to add the resource table to that view. We have a need to be able to view and bulk update (excel online) Resources and dates as needed.

Bookable Resource Bookings criteria

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Fannie30 2,990 on at

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RE: Creating a my view for Bookings

This wouldn't work and here's why: Adding a bookable resource to the work order is not creating the booking. Now could you do it? probably but you would need to add a Bookable Resource field on the Work Order, along with start/end dates and times so you could create a bookable resource booking record.
K Crawford 105 on at

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RE: Creating a my view for Bookings

We have a request to see all work orders (regarding of WO status scheduled/unscheduled) in one view along with the bookable resource. This would also allow for bulk editing (I can added a resource to multiple WO's at once, etc.) I also tried this under Resource Requirements, but I am unable to get a resource column with this view.
Fannie30 2,990 on at

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RE: Creating a my view for Bookings

My question is why would you want to show unscheduled work orders on the booking entity? Bookings are used to show what is assigned to a resource. What is your goal?
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Community Member Microsoft Employee on at

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RE: Creating a my view for Bookings

Hi K Crawford,

Unfortunately, this can't be achieved. Because Fetch XML doesn't support Right Outer join. UNSCHEDULED work orders aren't associated with book, so you couldn't get it in the book view.

As a workaround, you could create a report to view this:

Result: