In my opinion Field Service Schedule Board is a masterpiece. It allows resources and schedules to be viewed on nicely designed user interface. I have been working on a project where we had to customize field service schedule board and I am sharing my experience of customizing the schedule board in this article. I hope this article can be useful for the community in future.
Before going further and talking about actual customization, let's set the stage by outlining some facts. The schedule board functionality can be extended using "Scheduling Board Setting" button on the schedule board.
The setting tab allows you to change the information displayed in the scheduling assistant, requirements section, tooltip on various items on the board.
The setting tab allows you to change the following important aspects of the schedule board:
- Filter Layout where you can configure the way the filter section of the board behaves.
- Resource Cell Template where you can configure what information to be displayed on cells in the board
- Retrieve Resources Query where you can configure what resources and resource attributes to be retrieved
If you want to make extensive changes in the layout of filter section and also resources information, I highly recommend you to read this article
. The concept behind configuring the schedule board is based on Universal FetchXML or UFX which you will need to understand before configuring the schedule board. UFX is a xml based query language which provides dynamic query capabilities which you can use to manipulate data. A sample of UFX in action can be seen here
My client wanted to implement the following scenario and let see how did we find a solution to their requirements.