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Name | Type | Object | Functionality |
|---|---|---|---|
Occupancy | Custom Object | Occupancy__c | Holds all the occupancy data |
GoMeddo_Save_Occupancy_Data | Lightning Flow | Create Scheduled flow which creates Occupancy records for all active resources that for Today()-7 till Today()+7 days, starting from a week ago until a week from today. | |
Occupancy Per Resource | ReportReports on given data | Report that shows Resource occupancy in %, starting from a week ago until a week from today. |
Example
Installation
| Info |
|---|
Use this URL to install the GoMeddo - Occupancy package into Production and Developer orgs |
| Tip |
|---|
Use this URL to install the GoMeddo - Occupancy package into Sandbox orgs |
How to use
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Go to Setup > Flows
Open GoMeddo - Save Occupancy Dataflow and either debug it or schedule it so it runs once a day. If you debug we will already create the records
Click Debug
Unselect Debug pause element behaviour
Click Run. This will create Occupancy records as the scheduled flow would do. The flow can be adjusted or cloned to make your own filters in which records you want to report on, by . By default it runs on all active resources, but you can easily change this to any other dimension or filter.
Activate the GoMeddo - Save Occupancy Data Lightning Flow.
Optionally you can now look at the results in our standard Go to Reports and open the Occupancy per Resource report and adjust that if neededin the GoMeddo Public Reports folder. This can be cloned or adjusted as needed as well.
You should be good to go
Of course, feel free to tweak the flow and reports to match your business needs, or reach out to us at presales@gomeddo.com for any remarks or questions!