When using the Schedule Assistant to look for available resources to schedule a work order or fulfill a requirement, you can sort the resources displayed to find the best matching resource. Out of the box, the sorting can be done on one of these fields:
- Rating Value
- Total Available Time
On the Schedule Assistant, this sorting can be applied in two ways:
- Use Sort on the header of the Schedule Assistant; -OR-
- Use Sort Result by filter on the available filters
The sort order is applied whether you select from the Sort dropdown list or the Sort result by filter.
What if you want to default a specific sorting on Schedule Assistant? For example, let’s say you’re sorting your resource recommendations on the Schedule Assistant in descending order of Total Available Time on all your searches. It would save time to set the default to sort by descending order of Total Available Time of the resources.
Here is how to set the default the sort order on the Schedule Assistant.
- Open the Schedule Board, any tab would do, click on the Schedule Board Settings (gears icon) as shown below
- On the Tab Settings pop-up, click on 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, read this article about Schedule Board settings, click here.)
- 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.
- Add the below UFX query snippet to the Default Retrieve Constraints query, 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.)
<!– order by descending total available time –>
<name ufx-type=”string” ufx-formatvalue=”totalavailabletime”>totalavailabletime</name>
<descending ufx-type=”bool” ufx-formatvalue=”true”>true</descending>
- Once you save the query, make sure it now shows as the selected default query, and then apply your changes:
- Next time you search for availability, the Resources are sorted in the descending order of their Total Available Time
Program Manager, Dynamics 365 Engineering