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The formula itself is where you define the condition for the rule. If the formula evaluates to true, it will result in a conflict. You can use various logical operators such as == (equal), != (not equal), > (greater than), >= (greater than or equal to), < (less than), <= (less than or equal to), CONTAINS, LIKE, NOT, and ISBLANK, STARTSWITH.

Additionally, there are functions available for performing calculations and filtering lists. When linked to a dimension, you can access special variables like overlappingReservations and matchingAvailabilities to further rules for availability checking or double bookings.

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After doing so, all conflict checking configured on the dimension itself, are disabled and only the rules will be used from now on.

If you want to limit the number of reservations to which your rules are applied, take a look at Rulesets, Rulesets allow you to group Conflict Rules and filter to which reservations these Conflict Rules are applied.

Creating and editing rules

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Note

Important is that when the result is true, the reservation will be blocked. This is why we call the rules “Conflict Rules”.

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Operators

We will support the following logical operators:

Operation

Description

Example

==

Checks if two values are equal. Returns true if they are, false otherwise.

B25__Title__c == "a string"

!=

Checks if two values are not equal. Returns true if they are not, false otherwise.

B25__Title__c != "a string"

>

Checks if the left value is greater than the right value. Returns true if it is, false otherwise.

B25__Capacity__c > 10

>=

Checks if the left value is greater than or equal to the right value. Returns true if it is, false otherwise.

B25__Capacity__c >= 10

<

Checks if the left value is less than the right value. Returns true if it is, false otherwise.

B25__Capacity__c < 10

<=

Checks if the left value is less than or equal to the right value. Returns true if it is, false otherwise.

B25__Capacity__c <= 10

CONTAINS

Checks if a text value contains a specified substring. Returns true if it does, false otherwise.

B25__Title__c CONTAINS "a string"

STARTSWITH

Checks if a text value starts with the specified substring.

For example

Returns true if it does, false otherwise.

B25__Title__c STARTSWITH "

test" would return true for a reservation titled “test reservation”.

a string"

LIKE

Performs a pattern matching comparison (RegEx) between a text value and a specified pattern. Returns true if the pattern matches, false otherwise.

B25__Title__c LIKE "[0-9]*" returns true if the title only contains numeric characters.

Also see: https://help.salesforce.com/s/articleView?id=sf.customize_functions_regex.htm&type=5

NOT

Negates the Boolean value of an expression. Returns true if the expression is false, false if it is true.

NOT(ISBLANK(B25__Title__c)) returns FALSE if the title is empty

ISBLANK

Checks if a field or expression is blank (empty) or null. Returns true if it is blank, false otherwise

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ISBLANK(B25__Title__c) returns TRUE if the title is empty

[index]

Array index operator. Returns the element at the specified index in a list (starting with zero). For example

matchingAvailabilities[0].B25__Unavailability__c would return true if the first matching availability is marked as an unavailability.

Functions

Rules serve different functions, with some of them returning numerical values that you can use in your formula.

  • SUM(listofnumbers) -> yields the sum of all the number in a list

  • SUM(listofrecords, numberfield) -> yields the sum of all the number fields

  • COUNT(list) -> yields the number of items in the list

  • MIN(listofrecords, numberfield) -> yields the lowest number in all of the numberfields

  • MIN(listofnumbers) -> yields the lowest number in a list

  • MAX(listofrecords, numberfield) -> yields the highest number in all of the numberfields

  • MAX(listofnumbers) -> yields the highest number in a list

  • IsNotAvailable() → returns true if in basic availability checking the dimension is not available. Taking into account inheritance and unavailabilities. It is the equivalent of (COUNT(matchingAvailabilities) == 0 OR matchingAvailabilities[0].B25__Unavailability__c == true)

  • IF(condition, then, else) → when the value of the condition is true, return the value of then, otherwise return the value of else.

You can filter records by using the filter function:

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You can also reference and check the permissions of the running user in your rule.
By adding: $Permission.Custom_Permission_Name
COUNT(overlappingReservations) > 0 and $Permission.B25__ALLOW_DOUBLE_BOOKING == false

Example rules

Basic rules

Reservation not allowed when title matches invalid.

B25__Title__c == 'invalid'

Reservation not allowed when Resource name = invalid
B25__Resource__r.Name == 'invalid'

Reservation not allowed when Reservation title matches reservation notes.

B25__Title__c == B25__Notes__c

Reservation not allowed when overlapping with other reservation.

COUNT(overlappingReservations) > 0

Reservation not allowed if no availability

COUNT(matchingAvailabilities) == 0

Or instead of the above formula, you can use the special method isNotAvailable()

More advanced rules

  • Reservation not allowed when overlapping with other reservations, not taking into account reservation with status “Canceled” AND status “Temporary”

COUNT(FILTER(overlappingReservations AS item, item.b25__status__r.name != 'Canceled' AND item.b25__status__r.name!='Temporary')) > 0

  • Reservation not allowed when Resource does not allow double booking and when overlapping with another reservation.

Resource__r.Allow_Double_Booking__c == false AND COUNT(overlappingReservations) > 0

  • Reservation not allowed when when overlapping with more reservations then specified at the “max capacity field specified on the related resource.

COUNT(overlappingReservations) > Resource__r.Max_Reservations__c

  • Reservation not allowed when the resource has no availability and the checkbox overbookable is disabled.

B25__Resource__r.Overbookable__c == false AND COUNT(matchingAvailabilities) == 0

  • Reservations are not allowed when there are no availability where the availability type matches the reservation type.

COUNT(FILTER(matchingAvailabilities as item, item.Availability_type__c == B25__Reservation_Type__r.Name)) == 0

  • Reservations are not allowed when going over the lowest availability’s capacity

B25__Quantity__c > MIN(matchingAvailabilities, Capacity__c)

  • Reservations are not allowed when going over the sum of all availabilities' capacity

B25__Quantity__c + SUM(overlappingReservations, B25__Quantity__c) > SUM(matchingAvailabilities, Capacity__c)

  • Reservations are not allowed when no capacity or different gender.

B25__Quantity__c + SUM(overlappingReservations, B25__Quantity__c) > SUM(matchingAvailabilities, capacity__c) OR COUNT(FILTER(overlappingReservations AS rsv, rsv.Gender__c != Gender__c)) > 0

  • Reservations are not allowed to be double booked and when the running user doesn’t have the permission to “overrule double bookings”

COUNT(overlappingReservations) > 0 and $Permission.B25__ALLOW_DOUBLE_BOOKING == false

  • Resource Availability rule, also for the widget.
    Raises a conflict if there is no availability or unavailability

Code Block
COUNT(FILTER(matchingAvailabilities AS ava, ava.B25__Unavailability__c == true)) != 0 OR COUNT(FILTER(matchingAvailabilities AS ava, ava.B25__Unavailability__c != true)) == 0

  • Resource Capacity rule, raises a conflict if the B25LP__Quantity_For_External_Client__c quantity of all reservations at the same point exceeds the resource capacity.
    SUM(overlappingReservations, B25LP__Quantity_For_External_Client__c) + B25LP__Quantity_For_External_Client__c > B25__Resource__r.B25__Capacity__cCOUNT(overlappingReservations) > 0 and $Permission.B25__ALLOW_DOUBLE_BOOKING == false

Not supported yet:

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Overlapping reservation containing reservations from other resources.

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Take a look at our example Conflict Rules

Example Conflict Rules

Features not supported by Conflict Rules