Extensibility updates for Universal Resource Scheduling
October 2018
Intervals
The schedule assistant now supports a feature called intervals. When searching for availability using a single requirement (or a requirement group), the requirement can be related to a fulfillment preference (msdyn_timegroup) record, through the lookup field on the requirement called fulfillment preference (msdyn_timegroup). On the fulfillment preference record, there are settings to define what intervals (msdyn_interval) the results should be rounded to, and how many results a scheduler should see per interval (msdyn_resultsperinterval) when using the schedule assistant list view. There are also other settings related to intervals, such as (msdyn_intervalsbegin) and (msdyn_resetpertimegroupdetail), but there isn't support to change these values in the filter control of the schedule assistant.
When scheduling a requirement group, the filter control is not yet extensible. Therefore, this feature will be available to everyone out of the box when scheduling requirement groups even if the schedule assistant filter layout was customized.
Schedule assistant filter layout
The default schedule assistant filter layout shipped in this update includes two new duration controls to allow you to adjust the interval and the results per interval. If you have a custom schedule assistant filter layout, you can add the below new controls to the control section in your schedule assistant filter layout configuration record.
The added Interval property:
<control type="duration" key="Requirement/msdyn_interval" label-id="Interval" min="1" default-value="1" />
The added ResultsPerInterval property:
<control type="number" key="Requirement/msdyn_resultsperinterval" label-id="FilterControl_ResultsPerInterval" min="0" default-value="0" />
Retrieve constraints query
The default retrieve constraints query shipped in this update includes the query to retrieve the Interval and ResultsPerInterval values. To change the default value for this parameter, or if you have a custom retrieve constraints query, update or add the below to your retrieve constraints query configuration record.
<link-entity name='msdyn_timegroup' from='msdyn_timegroupid' to='msdyn_timegroup' link-type='outer' alias="tg">
<attribute name='msdyn_interval' alias="msdyn_interval" />
<attribute name='msdyn_resultsperinterval' alias="msdyn_resultsperinterval" />
</link-entity>
May 2018
Resource cell template
Hide resource image
The default resource cell template shipped in this update includes support for automatically hiding the resource image if the resource row in the Schedule Board is configured to a small height. If you have a custom resource cell template, add the below template updates to your resource cell template configuration record.
The first and last lines are newly introduced to light up the functionality. The updated markup to hide the resource image:
{{#if (or (eq (is-sa-grid-view) true) (eq (is-row-small) false)) }}
{{#if imagepath}}
<img class='resource-image' src='{{client-url}}{{imagepath}}' />
{{else}}
<div class='resource-image unknown-resource'></div>
{{/if}}
{{/if}}
The first line is new. The updated markup to hide the second row of text in the template:
{{#if (and (eq (is-sa-grid-view) false) (eq (is-row-small) false)) }}
<div class='booked-duration'>{{BookedDuration}}<div class='fo-sch-clock'></div></div>
<div class='booked-percentage'>{{BookedPercentage}}%</div>
{{/if}}
For more context, see this article - Remove resourced image from schedule board.
April 2018
Retrieve Constraints Query
Ignore proposed bookings
The default Retrieve Constraints Query shipped in this update includes a default value for the Ignore Proposed Bookings parameter used by the Schedule Assistant. To change the default value for this parameter, or if you have a custom Retrieve Constraints Query, update or add the below new property to the Requirement bag transformation part in your Retrieve Constraints Query configuration record.
The added IgnoreProposedBookings property:
<IgnoreProposedBookings ufx-type="bool">true</IgnoreProposedBookings>
Here is a link to an article with more context on ignore proposed functionality - Ignore proposed bookings.
February 2018
Schedule Assistant Filter Layout
Ignore proposed bookings
The default Schedule Assistant Filter Layout shipped in this update includes a new checkbox control to set the Ignore Proposed Bookings parameter used by the Schedule Assistant. If you have a custom Schedule Assistant Filter Layout, add the below new control to the last fieldset control section in your Schedule Assistant Filter Layout configuration record.
The new IgnoreProposedBookings control
<control type="boolean" key="Requirement/IgnoreProposedBookings" label-id="ScheduleAssistant.West.settingsform.IgnoreProposedBookings" />
Here is a link to an article with more context on ignore proposed functionality - Ignore proposed functionality.
December 2017
Retrieve Resources Query
Schedule Board visible date range
Included in this update, the Retrieve Resources Query gets as input the visible date range of the Schedule Board. This lets the query use the board's date range in its database queries. The default Retrieve Resources Query shipped in this update has not changed. However, you can now customize the query to depend on the board's visible date range.
The updated input parameters available in the XPath $input variable are ScheduleBoard/StartDate and ScheduleBoard/EndDate.
The below snippet (not shipped) shows how the new input parameters can be used to query the total number of bookings per resource in the date range visible on the board.
<!-- Booking join -->
<link-entity name="bookableresourcebooking" from="resource" to="bookableresourceid" link-type="outer">
<attribute name="name" aggregate="countcolumn" alias="bookingcount" />
<filter>
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="starttime" operator="le">
<ufx:value select="$input/ScheduleBoard/EndDate" attribute="value" />
</condition>
<condition attribute="endtime" operator="ge">
<ufx:value select="$input/ScheduleBoard/StartDate" attribute="value" />
</condition>
</filter>
</link-entity>
The below snippet (not shipped) shows how the Resource Cell Template can then be customized to show the total number of bookings.
<div>Booking Count: {{bookingcount}}</div>
When changing the dates on the Schedule Board, the Resource Query is not automatically executed again. Rather, you must click the search button to re-execute the search using the new Schedule Board visible dates.
For more context, here is a blog post on the subject - https://blogs.msdn.microsoft.com/crm/2017/12/15/new-use-schedule-board-date-ranges-in-custom-queries-in-universal-resource-scheduling/
Schedule Assistant Filter Layout
Sort by total availability
The default Schedule Assistant Filter Layout shipped in this update includes a new order option to sort the result of the Schedule Assistant by a resource's total availability. If you have a custom Schedule Assistant Filter Layout, add the below new order option to the order control in your Schedule Assistant Filter Layout configuration record.
The new sort option
<order name="totalavailabletime" entity="bookableresource" attribute="totalavailabletime" label-id="ScheduleAssistant.Center.slotsgrid.TotalAvailableTime" />
For more context on the scenario, here is a blog post - https://blogs.msdn.microsoft.com/crm/2017/12/15/sort-available-resources-by-total-available-time-in-universal-resource-scheduling/
July 2017
The July 2017 update for Universal Resource Scheduling was the initial release for extensible queries, custom filter layouts, and resource cell template