CRM, Dynamics 365 Field Services, Microsoft CRM Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 Field Service

Creating Booking Rules in Microsoft Dynamics 365 Field Services

Booking Rules are Javascript validations that you can attach to the Booking creation event which is triggered when a booking is created on the schedule board or the schedule assistant.

To create a Booking Rule,  Field Service > Administration, and then choose Booking Rules.

Capture.JPG

What we need to do is attach a JS web resource with the Booking rule. The JS web resource should have a function which takes in the context and is called when a Resource requirement is dragged and dropped on to the Schedule board or the assistant.

Let’s see some code, in this example we are restricting creating of a Booking on the basis of how many bookings are already being created for a Resource.

function validateRules(sbContext) {
debugger;
var ruleResult = {};
var resourceReqId = '';
if (sbContext.newValues.ResourceRequirementId != undefined) {
resourceReqId = sbContext.newValues.ResourceRequirementId;
}
else if (sbContext.newValues.ResourceScheduleSource != undefined && sbContext.newValues.ResourceScheduleSource == 690970004) {//SA
var rr = Xrm.Page.getAttribute('msdyn_resourcerequirement');
if (rr != null && rr.getValue() != null && rr.getValue().length > 0) {
resourceReqId = rr.getValue()[0].id;
}
}
if (resourceReqId == '') {
console.log('RR is null. Exiting..');

ruleResult.IsValid = true;
ruleResult.Message = “No RR”;
ruleResult.Type = ‘success’;
return ruleResult;
}

resourceReqId = resourceReqId.replace(‘{‘, ”).replace(‘}’, ”);
var resourceId = sbContext.newValues.ResourceId;
var startTime = sbContext.newValues.StartTime;
var endTime = sbContext.newValues.EndTime;
var hearingType = ”;

var req = new XMLHttpRequest();
req.open(“GET”, encodeURI(Xrm.Page.context.getClientUrl() + ‘/api/data/v8.2/msdyn_resourcerequirements?$filter=msdyn_resourcerequirementid eq ‘ + resourceReqId + ‘&$expand=new_wa_case($select=wa_hearingtype)’), false);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json;charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.setRequestHeader(“Prefer”, “odata.include-annotations=OData.Community.Display.V1.FormattedValue”);
req.send();
if (req.readyState === 4) {
req.onreadystatechange = null;
if (req.status === 200) {
var result = JSON.parse(req.response);
hearingType = result.value[0].new_wa_case[‘wa_hearingtype’];

if (hearingType == null) {
hearingType = 953860001; // Motion as default
console.log(‘motion set as default’);
}
console.log(hearingType);

//————————————————
var dt = new Date(startTime).toISOString();
var st = dt.substr(0, dt.indexOf(‘T’)) + ‘T00:00:00Z’;
var et = dt.substr(0, dt.indexOf(‘T’)) + ‘T23:59:59Z’; //2018-07-17T11:59:59Z
console.log(dt); // today’s date
var req = new XMLHttpRequest();
req.open(“GET”,
encodeURI(Xrm.Page.context.getClientUrl() +
‘/api/data/v8.2/bookableresourcebookings?$select=bookableresourcebookingid,starttime,endtime&$expand=Resource($select=wa_jurytrialhearinglimit,wa_motion)&$filter=_resource_value eq ‘ +
resourceId +
‘ and wa_hearingtype eq ‘ +
hearingType +
‘ and starttime gt (‘ + st + ‘) and endtime lt (‘ + et + ‘)’),
false);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json;charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.setRequestHeader(“Prefer”, “odata.include-annotations=OData.Community.Display.V1.FormattedValue”);
req.send();
if (req.readyState === 4) {
req.onreadystatechange = null;
if (req.status === 200) {
var res = JSON.parse(req.response);
var data = res.value;

ruleResult.IsValid = true;
ruleResult.Message = “Validation succeeded”;
ruleResult.Type = ‘success’;

if (data.length > 0 && data[0].Resource != null) { // Court Room
var juryLimit = data[0].Resource.wa_jurytrialhearinglimit;
var motionLimit = data[0].Resource.wa_motion;
console.log(data, data.length, juryLimit, motionLimit);
var isDone = false;
for (var i = 0; i = new Date(data[i].starttime) && startTime = juryLimit) {
ruleResult.IsValid = false;
ruleResult.Message = ‘Jury Hearing capacity reached. Bookings not allowed.’;
ruleResult.Type = ‘error’;
} else if (hearingType == 953860001 && data.length >= motionLimit) {
ruleResult.IsValid = false;
ruleResult.Message = ‘Motion Hearing capacity reached. Bookings not allowed.’;
ruleResult.Type = ‘error’;
}
}
}
} else {
console.log(req.statusText);
}
}
}
else {
console.log(req.statusText);
}
}
return ruleResult;
}

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