Bulk Update Work Hours
An XRMToolBox plugin to bulk update Resource work hours on the schedule board.
How to set Working Hours
Retrieving Bookable Resources
You can set custom FetchXML to fetch the Bookable Reosurces in your organisation. When constructing your XML, ensure that the attributes ‘name’, ‘bookableresourceid’ and ‘calendarid’ are included in the fetch as they are needed when performing the updating of work hours.
Once you have selected the resource work hours you want to update, you need to copy any of the scenario’s below and press the ‘Set Work Hours’ button.
Setting work hours with no end date with the same working days and hours
Setting work hours between two specific dates with the same working days and hours
Setting work hours needed with no end date and different hours by day
Setting work hours between two dates with different hours by day
Setting Work Hours but for every other week
The ‘Every X Week(s)’ option determines if you want to set work hours for every other week.
E.g. If set the option to 1, then working hours will be created for the first week but miss out the second week after, but will be created for the 3rd week and so on.
If the option is set to 2, then working hours will be created for the first week but miss out the second and third week after, but will be created for the fourth week and so on.
This option works with all scenarios.
There are three different types of calendars:
- Select this calendar type if you want to set the working hours of a resource
- Non Working
- Select this calendar type if you want to set the hours where the resource will not be working
- Time Off
- Select this calendar type if you want to set holiday for a resource
Capacity is used to determine how many services this resource can perform at one time. This is only available for the ‘Working’ calendar type.
Select the Time Zone you want the Work Hours to be based on.
How to clear Working Hours
Once you have selected the resource work hours you want to clear, you need to copy the scenario below and press the ‘Clear Work Hours’ button.
Clearing Work Hours between two dates
Clearing specific Work Hours between two dates is more difficult to achieve than it first appears. Work Hours created in the system are referenced by a starting point, if you need to clear work hours between a specific date then you need to clear the first work hour to then clear the rest of the work hours. Let me explain.
E.g. If you create work hours between:
- Jan 1st 2020 @ 09:00 & Jan 5th 2020 @ 17:00
To remove these work hours you just need to set the Start Date to 01 January 2020 09:00 and then End Date can be 02 January 2020 09:00 and this will remove all the work hours between 1st – 5th Jan regardless if you wanted to remove only the 1st – 2nd Jan. This is because all the work hours are related to the first occurrence of the work hour. (Confusing I know)
Clearing all Work Hours
To clear all work hours from a resource, you need to select the ‘No Start Date’ and ‘No End Date’. This will get all work hours and clear them.
Note… The ‘No Start Date’ option is only used for clearing work hours and not for setting work hours. It will also ignore the Start Date selected on screen.