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

Retrieve Resources Query Settings

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Posted on by 7,316

Hi,

I have exhausted myself looking around online. Hope someone can guide me.

I am trying to modify the default filter criteria for 'Quick Book'. Where exactly do you modify the query is my question?

There are couple different places where you can modify the query as per my readings so far. Am I right? Is it the Schedule Assistant filter that needs to be modified from Schedule Board Default Settings? Or from the Booking Setup Metadata form? I started off editing the query from Booking Setup Metadata form by following a Microsoft article. But nothing really happened, then after a couple of tries, I tried editing from Schedule Board Settings, nothing changed that either. It appears all it does is take the start date and end date as the criteria and shows resources that are not relevant to the requirement I picked. Hope someone can guide me through this.

Thanks for any help.

I have the same question (0)
  • meenoo Profile Picture
    7,316 on at

    bump..

  • meenoo Profile Picture
    7,316 on at

    anybody..

  • Ali Khan Profile Picture
    1,380 on at

    Hey @meenoo, could you share more details please what you'd like to modify in the query? Generally speaking it picks up the date, characteristics required, fulfilment preferences based on resource requirement and work order (or schedulable object).

  • meenoo Profile Picture
    7,316 on at

    For now I am trying to modify characteristics as it seems to currently only picking on start and end date. This is specifically from 'Book' button which you can click from Incident(my schedulable entity) entity view. I am not sure how to modify the filters for this.

    Thanks.

  • Verified answer
    Al Iggs Profile Picture
    Microsoft Employee on at

    I think that Quick Book uses the same settings as the Schedule Assistant, i.e. open the advanced settings of any schedule board and select "Open Default Settings". If you enabled the Case entity for scheduling, you need to adjust the "Retrieve Resources Query", the "Filter Layout" and "Retrieve Constraints Query". Use the Work Order settings as a starting point, for this entity skills are already part of the standard logic.

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