不在リソース設定のせいで予約できない

FSLで予約確定時以下の例外が発生する場合可能性としてリソース不在オブジェクトのレコードタイプの設定不備があるのでうまく予約エンジンが走らないようです。

Error 'Upsert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Type]: [Type]' when you schedule a service appointment in the dispatch console Knowledge Article Number 000352036 Description The cause of this error is due to the Resource Absence object record types not having a default value for the Type picklist field. Resolution
To resolve this, please follow the instructions below and ensure that you switched to Salesforce Classic if you are currently in Lightning.

対策方法:

  1. Go to Setup | Resource Absence | Record Type
  2. Select the record type Break.
  3. Click edit on Type under Picklists Available for Editing.
  4. You will then see two columns and those are Available Values and Selected Values.
  5. At the bottom of the two columns, you will see a picklist field with a label Default.
  6. Please choose a default value and then save it.
  7. Do the same thing as well to the Non Availability record type.

Posted in Field Service, Vietnam Offshore on Jun 09, 2021