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There are advanced settings in the filter control that allow you to change the behavior of the Schedule Assistant.

Options include:

 

Arrow pointing to the different advanced settings in the Schedule Assistant

By default, these are all deselected, except for Ignore Proposed Bookings, which is selected by default.

What if you want to change the default for any of the advanced options?

All you have to do is modify the Default Retrieve Constraints query leveraging Universal Resource Scheduling extensibility.

(Here is a previous blog post where this was discussed in the context of changing the default value for ignoring proposed bookings.)

To change the default value for any of the options above:

  • Open up the Schedule Board. Any tab will do.
  • Select any Schedule Board tab, and then select Open Default Settings, which will open the Schedule Board that serves as the default for all the other Schedule Boards. Any settings that are Schedule Assistant focused are changed on the default Schedule Board. (For more information about Schedule Board settings, click here.)Double click any schedule board tab and then click "open default settings:

 

  • Scroll down to the Schedule Types section. If you want to change the default for a specific Schedulable Entity, select that entity (for example, Work Order or Project). If you want to change the default, select None under Schedulable Types. Then modify the “Default Retrieve Constraints” query by selecting the edit button next to the query. You can now modify your retrieve constraints query. You can see below the section that sets the default values for the advanced settings. Using “IgnoreTravelTime” as an example, just change the default from “false” to “true”, and save the record query. (Notice that you cannot actually override the default query we ship, but you can “save as,” which clones the default and lets you modify the query.) query we ship, but you can “save as,” which clones the default and lets you modify the query.)

Modify your retrieve constraints query by changing the default value for the advanced settings. Using "IgnoreTravelTime" as an example, just change the default from "false" to "true"

  • You can even get fancy and add conditions for the default value! Just fetch the attributes you need in your condition, add a UFX key to the attribute, and reference the key in your condition:
    <IgnoreTravelTime ufx:if=”$input/@ufx-id” ufx-type=”bool”>true</IgnoreTravelTime><IgnoreTravelTime ufx:if=”not($input/@ufx-id)” ufx-type=”bool”>false</IgnoreTravelTime>
  • Once you save the query, make sure it now shows as the selected default query, and then apply your changes:Newly created query showing as the default constraints query. Apply button ready to be clicked
  • Next time you search for availability, the default will be to ignore travel time!Ignore Travel Time is selected, and the Schedule Assistant recommends a two hour opening for the requirement even though there are 18 minutes of travel

 

Check out these blog posts to learn more about the functionality of Ignore Travel Time or Ignore Proposed Bookings.

 

Happy Scheduling!

Dan Gittler, Principal PM Manager, Dynamics 365 Engineering

 

 

 

 

 

 

 

 

 

 

 

 

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