Overview
Create Occupancy records for Active Resources via a daily scheduled job.
Contents
This package contains the following:
Name | Type | Object | Functionality |
|---|---|---|---|
GoMeddo_Save_Occupancy_Data | Lightning Flow | Create Occupancy records for all active resources that for Today()-7 till Today()+7 days. | |
Occupancy | Custom Object | Occupancy__c | Holds all the occupancy data |
Occupancy Per Resource | Report | Reports on given data |
Example
Installation
Use this URL to install the GoMeddo - Occupancy package into Production and Developer orgs
Use this URL to install the GoMeddo - Occupancy package into Sandbox orgs
How to use
Find the
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. The flow can be adjusted or cloned to make your own filters in which records you want to report on, by default it runs on all active resources but you can 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
Occupancy per Resourcereport and adjust that if needed.You should be good to go
Of course, feel free to tweak the flow to match your business needs.