Schedule Board examples
This article describes several useful examples of using the Schedule Board.
Filter sources and resources by skill
This example demonstrates how to assign skills to sources and resources and use this in the scheduler to simplify filtering. We are using the following entities:
- Case is the source entity.
- Resource is the resource entity.
- Case Inspection is the activity (with Resource Lookup and Case Lookup fields).
- Skill is an entity that lists all skills.
- Resource Skill is an N:N relation table saying what are the skills of your resources (with skillid field and resourceid field)
- Case Skill is an N:N relation table saying what skills are required for your cases (with skillid field and caseid field)
Edit your app project and your scheduler.
On the Activity tab, set Case Inspection as your Activity Entity. Use Resource Lookup as Resource Lookup Field and Case Lookup as Source Lookup Field.
On the Resource tab, configure Skills for the Resource entity.
On the Source tab, configure Skills for the Case entity.
After publishing the project and synchronizing the app, you can use Filter Skills to filter both your sources and resources simultaneously.
