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Sorting on the Schedule board using a custom field on the Bookable Resouce

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Posted on by CU28101236-0

I’ve added a custom field called "Custom Sort" to the Bookable Resource entity. I want to use this field to sort Bookable Resource records on the Schedule Board, instead of the default sorting by Name or Rating.

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Dynamics 365 Field Service

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Scott_itD Community Manager on at

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Sorting on the Schedule board using a custom field on the Bookable Resouce

Hi @DAnny3211 – thank you for updating your post to show it was generated by Copilot.

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Tom_Gioielli 2,012 Super User 2025 Season 2 on at

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Sorting on the Schedule board using a custom field on the Bookable Resouce

Hey there,

It is definitely possible to do this, but it isn't necessarily the easiest. This MS Learn page goes through how to add some custom information to the resource information on the schedule board.

Customize the schedule board with a custom resource attribute - Dynamics 365 Field Service | Microsoft Learn

I've done this to do sorting in the past, but it was on the classic schedule board. I'm not sure if anything is different with the new board, but hopefully this gets you moving in the right direction.

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Tom_Gioielli 2,012 Super User 2025 Season 2 on at

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Sorting on the Schedule board using a custom field on the Bookable Resouce

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CU28101236-0 4 on at

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Sorting on the Schedule board using a custom field on the Bookable Resouce

Hello Danny.

Thnks for the reply. But same reply i got from chtagpt but it didn't helpful for me

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DAnny3211 10,787 Moderator on at

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Sorting on the Schedule board using a custom field on the Bookable Resouce

Hi there 👋

Thanks for your question!

To sort Bookable Resources on the Schedule Board using a custom field like Custom Sort, you’ll need to configure the Schedule Board settings to recognize and apply your custom field.

✅ Here’s how you can do it:

Ensure the custom field is added to the Bookable Resource entity

Confirm that the Custom Sort field is created and populated for all relevant resources.

Modify the Schedule Board Configuration

Go to Field Service > Administration > Schedule Board Settings.

Select the appropriate Schedule Board tab.

In the Sorting section, add your custom field (Custom Sort) as a sorting option.

Update the Sorting Logic

You may need to customize the Schedule Board view using JavaScript or plugins if the UI doesn’t allow direct selection of custom fields.

Alternatively, use custom queries or views that sort by your field and feed those into the board.

Apply and Test

Save your changes and refresh the Schedule Board.

Use the dropdown to select your custom sort field and click Apply.

💡 If the custom field doesn’t appear in the dropdown, it may need to be added to the metadata or exposed via a custom view.

Hope this helps!
✅ Please mark this reply as helpful if it answered your question.
Best regards! 👋

this post was generated with Copilot

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