Schedule Board: Difference between revisions

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In the '''Location''' section, select where the resource location is defined. It can be either part of the resource entity or taken from a linked parent entity. This is necessary for filtering resources by maximum distance from the source.
In the '''Location''' section, select where the resource location is defined. It can be either part of the resource entity or taken from a linked parent entity. This is necessary for filtering resources by maximum distance from the source.


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 & sorting''' section, define the criteria for filtering suitable resources and sorting them 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.
* 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.


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