Method:Classic General Q&A

Re: Field Services Calendar View

SMDC_Sam — Tue, 19 Apr 2016 14:19:08 GMT

I ended up creating one calendar with a static set of lead technicians, and another with the built-in filter enabled in order to view schedules for other employees.

Thank you for all your help

Re: Field Services Calendar View

Method_Ben — Mon, 18 Apr 2016 16:53:49 GMT

Hi Sam,

To set the default view to be 6 specific technicians, follow the steps in my last post, except in the 'TextBox1' object (which was blank in my original example) set the default value to contain the names of your 6 default users separated by commas (ie Ben,Sam,Inder,Marcia etc...). There is one important thing to note here that ALL usernames will need to be one word, and contain no spaces for this to work, which doesnt appear to be an issue in your account.

If you do this, you will lose the ability to set an AssignedTo filter on the calendar object itself, as weve told the calendar to use our custom filter instead. There is a workaround however that I havent been able to test completely but should work. If you were to add your own CheckBoxes to the screen, which contains actions that add a particular users information to the text box when checked. The completed action set would look something like;

This action set checks if the checkbox is being Checked (True) or unchecked (False) and updates the 'TextBox1' field containing our user list accordingly. The end result is that checking this box will add the 'MethodSupport' user to the textbox, and unchecking it will remove it. Let me know if you had questions about a particular action here and I can break it down.

Thanks Sam.

Regards,

Ben

Re: Field Services Calendar View

SMDC_Sam — Fri, 15 Apr 2016 22:14:09 GMT

How would I go about filtering by a specific list of users? I am trying to make the default view our 6 lead technicians, and still have the option to view others as necessary.

Re: Field Services Calendar View

Method_Ben — Wed, 13 Apr 2016 16:50:07 GMT

Hi Sam,

This is definitely possible, but can get rather complex depending on how specific you want to be with users. If you were ok with the calendar loading and show All users by default (MethodSupport user included) this is a relatively simple customization.

You will need to customize the Calendar object on the screen and keep pressing next until you get to Step 7 of 8: Filter. On this step, youll need to filter to contain the values in this screenshot;

The 'Resources = Value from Screen-Textbox1' Is the important part here. TextBox1 is a hidden textbox ive added to the screen, which is completely blank. Basically what this filter is saying, is that we are filtering Resource (Set in Step 3 - AssignedTo is default) by whatever is contained within Textbox1 (Nothing). When you load up this screen now, you will see the calendar contain values for Every user in your account.

If you were wanting to filter by Specific users, it gets a little more complicated.

Hopefully this Helps.

Regards,

Ben

Field Services Calendar View

SMDC_Sam — Tue, 12 Apr 2016 16:58:05 GMT

Hello,

I was wondering if anyone has found a workaround for an issue I'm experiencing. I'm trying to set multiple users to display by default in the calendar screen. According to the help center page it's only possible to set one user as default, but I wanted to see if anyone had found a way around this. We are a service company and I generally want to view all of our technicians' schedules at the same time. It's not a huge issue, but it disrupts my workflow to have to change the view every time the page loads.

Thanks in advance for your help!

-Sam