{Power 2022} How to add custom filter under “Field Service Schedule Board”? 

Business Requirement: Add a Custom filter for a table named “Language” on Field service Schedule board.

Solution:

Open your “Field Service” Application, make sure you are at the “Service” area (You may select the respective area from bottom left corner of the screen)

  • Select “Schedule Board” from the site map
  • Select the board in which you want to add a filter and then click on “Board Settings
  • Select “Other” and then edit “Filter Layout
  • Now, here we are adding “Language” entity filter (This is a custom entity I created). Add the following code under filter layout window:

<control type=”combo” source=”fetchxml” key=”Languages” unspecified-key=”UnspecifiedChildTerritory” label-id=”Language” entity=”test_language” multi=”true”>

         <fetch>

            <!– Table –>

            <entity name=” test_language “>

               <!– Filter By –>

               <filter type=”and”>

                  <condition attribute=”statecode” operator=”eq” value=”0″ />

               </filter>

            </entity>

         </fetch>

      </control>

  • Here “Language” entity filter which we were trying to add is added 😊

Hope it helps!

Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

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{Power 2022} Enable editable grid on a Dashboard component in Dynamics 365 CE

Requirement: Enable editable grid on a Dashboard component for views.

Solution:

Follow the following steps to configure editable grid on a view component within Dynamics 365 CE dashboard:

  1. Open the Dashboard for editing by clicking Edit:
  • Double click the View component in which you wish to add Editable Grid control and select control tab:
  • Select Editable grid in the control and set relevant option (selected Web in our example in the blog):
  • Clock Ok and then Save, Close the dashboard(using Personal Dashboard in this example)

Result:

Hope it helps!

Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to assist, please fill the following form for your business needs: Click here