To set the Schedule Assistant to default to the Gantt chart view instead of the List view, click the three dots (•••) on one of the Schedule Boards and select Board Settings. Within Board Settings, click the Edit Defaults hyperlink…
Tag: Microsoft
How to use the ‘Resource Scheduling – Apply work templates for resources’ Action within Power Automate
We had a requirement to automatically set the work hours of a Bookable Resource through Power Automate To do this you will need to use the ‘Unbound Action’ called msdyn_applyworktemplateforresources The action requires two values: Below you can see that…
How to filter Bookable Resources by Project on the Schedule Board
Within in the Schedule Board Settings in the ‘Filter Layout’ xml you need to add the Projects option to allow users to search for the project. I have highlighted the xml I added below: Next you need to edit the…
How to convert Managed components to Unmanaged
The scenario I encountered involved merging all of the client’s unmanaged components into a single solution and importing this solution into an empty environment. However, I discovered that they also had custom components imported into their Dev environment as a…
How to use private Microsoft Custom API’s within Power Automate
In my scenario, I sought to utilize a specific Custom API provided by Microsoft. However, I encountered an obstacle as the Custom API was designated as private. I aimed to incorporate the Custom API shown below into my Power Automate…
How to Auto Approve Time Entries, Expenses and Material Usage Logs
*Note – 14/01/2025* – Microsoft suggest to use the unbound action – msdyn_ProcessProjectApprovalSets to approve Approval Records. Parameter name Type Description ProjectApprovals Collection(mscrm.crmbaseentity) A list of project approval records to process ActionType Edm.Int32 The action to perform on the given…
Azure DevOps Pipelines – How to migrate Calendar Rules using PowerShell
I successfully migrated Bookable Resource and Work Hour Template Calendar Rules between environments using the following approach: Firstly, I inserted the connection details for both the source and target environments. Then, I utilized Microsoft functions, starting with ‘GetCalendar,’ which retrieved…
How to retrieve the record Id of the parent form using (Form Component Control)
We were initially tasked with displaying a list of Work Order Incidents that are associated with the Resource Requirement, which, in turn, is linked to the current Booking record. To fulfil this requirement, we utilized the Form Component Control feature…
How to Automatically Populate Values on an Inspection in Field Service
To prepopulate questions on an inspection, you should begin by adding the Inspection Response Id field onto the Work Order Service Task form. This field can be hidden or displayed, as needed, but it must be included on the form.…
How to lock fields on a Form and Business Process Flow
Lock Business Process Flow fields only The function below locks all fields which contains the word “header_process_” this ensures that only fields that are in the Business Process Flow are locked and not on the form. Lock form fields only…