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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Schedule board filtering bookings based on booking status and work order

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Posted on by Microsoft Employee

I have requirement where client want to filter the bookings displayed on schedule board to be filtered by Booking Status and Work Order number associate with that booking.

I have searched and cannot find any way that i can achieve this as only thing i can find in Board settings is "Filter layout" to display custom filter and "Retrieve resource query" to apply that filter. This works but applies only to Bookable Resource and not as expected on Bookings. As the filter i want to apply is of Booking >> Booking status / Work order it filters the resource but shows all the other bookings for that resource regardless of Work order / Booking status. I.e. Resource A has bookings with Completed and In progress status , Resource B has booking with Completed and travelling status. When apply filter for In Progress Booking Status it Only shows Resource A but shows both bookings Completed and In progress status.

Is there any other customization or anything that can be done to filter bookings based on Booking status and work order.

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  • Suggested answer
    Tom_Gioielli Profile Picture
    3,057 Super User 2026 Season 1 on at
    As far as I am aware, you cannot filter the booking records that appear on the board assigned to a resource. The best you can do is maybe update the booking status color code options to make them less visible, but they will always appear. Only alternative would be creating your own schedule board that adds in this filter.
     
     
    If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

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