In the Skedulo mobile app, it used to be the case that the "Type" drop-down menu list (for both "Create Availability" and "Create Unavailability") displayed all the values defined in the "Availability" object. However, it is possible to filter their display based on your organizations Sked package preferences.
Once configured, the "Type" drop-down menu (in the Skedulo mobile app) will display values based on the "Is Available" object set in Salesforce. "Is Available" is a value (a checkbox) that can be viewed in "Availabilities" using the Salesforce App Launcher.
Note: Currently, the field dependencies defined below only apply the filter when creating availabilities/unavailabilities from the Skedulo mobile app. The Skedulo web app will show all the "values" defined, regardless.
Add New Availability Types
To add a new availability "Type," perform the following steps:
- Using Salesforce Lightning: Go to Setup > Objects and Fields> Object Manager
- Search for (and click on) "Availability."
- Select "Fields & Relationships."
- Select "Type" from the list.
- In the "Values" section, click "New" to add new values (then save).
- (Option) To create dependencies, go to the section named "Field Dependencies" and click the "New" button.
Figure 1. How to add new availability types using Salesforce CRM.
Create a New Field Dependency for Availability
So, you have added some new availability types—now you can apply the field dependencies (which is kind of like a filter).
Continuing on from step 6 (above): To configure a "New Field Dependency," choose the following controlling field and dependent field from the options given:
- Select "Is Available" for the controlling field.
- Select "Type" for the dependent field.
- Click on the "Continue" button.
Figure 2. Configuring a new field dependency for Type in Salesforce.
Configure the Field Dependency for Availability
Follow the instructions in Salesforce to configure the dependencies, i.e., Double-click a cell in the table to toggle its visibility—to include it.
- The "Type" drop-down list in the Skedulo mobile app for "Create Availability" only displays values where "Is Available = True" (i.e., All included values in the "Checked" column).
- The "Type" drop-down list in the Skedulo mobile app for "Create Unavailability" only displays values where "Is Available = False" (i.e., All included values in the "Unchecked" column).
Remember to save any changes.
Once configured (and saved) the field dependency will become available to view via the "Is Available" field in the "Availability" object.
Figure 3. An example showing the field dependency table being configured.
Figure 4. A viewing of a configured field dependency table, in Salesforce.
Viewing the Field Dependency
The procedure above (i.e., "Configure the Field Dependency for Availability") is only required to be performed once. To view the result, you will need to go and view the controlling field (in this case it is the "Is Available" field).
Go back to the field list for the "Availability" object (click on "Fields & Relationships"), then select "Is Available." Scroll down to find the field dependencies section.
Selecting "Edit" in the "Field Dependencies" section of the "Is Available" object, allows you to change the availability types that will display in the Skedulo mobile app.
Figure 5. Locating the Is Available field in the object manager.
Figure 6. Viewing the Is Available object in Salesforce that has a field dependency.
View Availability in Salesforce
With the field dependency table configured, the "Type" options displayed in the Skedulo mobile app are linked the resources availability settings, e.g., If the resource requests "Leave" then the "Is Available" checkbox is unchecked. Similarly, if the "Is Available" checkbox is checked, only those options (defined in the dependency table) are made available in the "Type" drop-down.
Figure 7. Viewing the checkbox named Is Available in an availability record in Salesforce.
View Availability Types in Skedulo
To view the availability "Types" in the Skedulo mobile app, click the large "plus" button located in the top bar of the app. Select from the pop-up menu either "Unavailability" or "Availability," then tap on the top field "Select type" to reveal the availability types.
Figure 8. Comparing the availability type options, in the Skedulo mobile app.
Figure 9. Viewing availability types in the create unavailability modal (in the Skedulo web app).