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  • Paul Rogers
    Filtering resources based on assigned work zones3
    Topic posted March 11, 2019 by Paul RogersSilver Medal: 2,000+ Points, tagged Configuration, Resource Management 
    Filtering resources based on assigned work zones
    Identifying resources located outside of a bucket, but with temporary work zones assigned for that bucket

    With the introduction of functionality to assign temporary work zones to resources and the "use resources outside the capacity area" feature, it is now possible for a resource to contribute minutes to a different bucket in the resource tree to the one they are visibly located within.

    We are looking at trailing this functionality, and we need to ensure that our dispatch teams can see resources that they are able to assign activities in any work zone within a bucket, regardless of their position in the resource tree.  This would include resources able to be assigned work in multiple buckets at the same time, or where they will be moving buckets in the future but we need to plan their work in the new bucket before they move.

    I have tried to create filters based on resource assigned work zones with a view to applying them hierarchically at a higher level in the resource tree.  But if multiple work zones are chosen, the work zones are filtered based on a logical AND.  Is it possible to filter resources where they have at least one of a list of work zones assigned? 

  • Anil Kumar
    Add Buttons/Tabs/Plugins to "Add Activity" Screen...9
    Topic posted March 11, 2019 by Anil KumarBlue Ribbon: 750+ Points, tagged Configuration, Mobility / Mobile Apps, Resource Management 
    Add Buttons/Tabs/Plugins to "Add Activity" Screen for Technician in 19A
    How to Add Buttons/Tabs/Plugins to "Add Activity" Screen for Mobility for Technician in 19A


    How to Add Buttons/Tabs/Custom Plugins to "Add Activity" Screen for Mobility for Technician. This is Visual Form Editor Layout and i did not see the feasibility to add Button, Tabs or Custom Plugins in 19A. Screenshot attached for your reference. Please help me.