Hi,
The intention is to prefilter resources based on the configuration of some custom properties, that the user filled in, in the SRM_CreateNewBooking wizard.
Is this feature built in the SRM solution or do we need to customize this?
Kind regards,
Hi Jason,
One way to do that is to add a capability parameter(s) to your resources with the supported values for the custom property.
Then you have a DTR rule that runs when the resource assignment screen appears the first time, you need to check which is the best fit. In that DTR you set the capability parameter based on the property value that was selected.
It will be one more script execution so there’s a bit more load but shouldn’t make much of a difference.
You would need to trigger on a parameter of profile, then the DTR would set the capability parameter and the resource auto selection should be already with the filter.
Hi Jorge,
Would this add more load to the system as the default flow is:
– Auto assign resources
– Execute DTR’s
But we would need to auto assign again after executing the DTR?
Kind regards,