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In the '''Filtering''' section, define the criteria for filtering suitable resources when a source is selected. You can only show records with matching skill, territory, and/or within the maximum distance. | In the '''Filtering''' section, define the criteria for filtering suitable resources when a source is selected. You can only show records with matching skill, territory, and/or within the maximum distance. | ||
* If you enable '''Use live location data''' (for the max. distance filtering), you also have to select the lookup from the resource to the user entity (live location data from [[location tracking]] are saved for users). If you are using the user entity as your resource entity, the lookup is not necessary. | |||
In the '''Entity views''' section, select one or more public views of the resource entity that should be available on the schedule board. You can also make one of the views the default ('''Initial View'''). | In the '''Entity views''' section, select one or more public views of the resource entity that should be available on the schedule board. You can also make one of the views the default ('''Initial View'''). |