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Dimensions allow you to link  any Standard / Custom object records to a single Reservation, and actually plot that Reservation to all the related records' calendars. Booker25 offers 3 out of the box Dimensions: Resource, Staff and Group. 

Dimension

  1. Create (a) lookup(s) on the Reservation object, linking the Object you want to link (any Standard or Custom object)
  2. Create a Dimension record (see Dimension section below for fields)
  3. Create a lookup from the Availability object to the object that you want to use as a Dimension. Write down the API Name of this field
    1. Fill in the Availability Lookup field with the just written down API Name
  4. Define Dimension Fields on that corresponding Dimension, to tell Booker25 that these fields should be plotted
  5. Define Dimension Junctions on the Dimension to tell Booker25 that you have related lists that should be plotted

Dimension

Dimensions are a way to let Booker25 know which objects related to a reservation are important.

FieldTypeRequiredDescription
Dimension Object NameTextYesThe API name of an object to which reservations are related.
Availability LookupTextNo

The API name of a lookup from Availability to the dimension object.

For more information see this article about Availabilities

Dimension Field

Dimensions Fields are a way to let Booker25 know which lookups on a reservation are important.

FieldTypeRequiredDescription
DimensionLookupYesThe Dimension record that is the parent of this Dimension Field.
Dimension Field NameTextYesThe API name of a lookup field on Reservation.
Enable Advanced Lookup FilteringCheckboxNo

Enables the advanced lookup filter on the reservation form for this dimension field.

The advanced lookup filter allows you to use autocomplete to search through valid related records. It will only show records in which the current reservation will be valid. So for example meeting rooms in closed buildings or staff that are unavailable because of holiday or sick leave will not be shown. Or if you have added a service to the reservation, it will only show records in which that service is actually available during the time of the reservation.

A known limitation of the advanced lookup filter is that it doesn't support custom lookup filters.

Auto Populate on CalendarPicklistYes

Controls if this dimension field gets populated with the related record id when creating a new reservation on the calendar.

Options:

  • Never - The field will not be populated
  • Only when on form - The field will only be populated if it is visible on the reservation form
  • Only when on form and required - Same as above but only if the field is required on the form
  • Always - The field will always be populated, even if it isn't visible on the form
Availability CheckingPicklistYes

Defines the behavior when Reservations are saved outside of the available times for the related dimension record.

  • None - Allow the Reservation to be saved
  • Soft - Allow the Reservation to be saved, but show a warning to the user and enter a Conflict record in the database
  • Hard - Don't allow the Reservation to be saved, and show an error message to the user

For more information, see this article about Conflict Checking, and this article about Availabilities

Double Booking CheckingPicklistYes

Defines the behavior when double bookings are detected for Reservations in this Dimension.

  • None - Allow the Reservation to be saved
  • Soft - Allow the Reservation to be saved, but show a warning to the user and enter a Conflict record in the database
  • Hard - Don't allow the Reservation to be saved, and show an error message to the user

For more information, see this article about Conflict Checking.

Dimension Allow Double Booking FieldTextNoThe API name of a checkbox field1 on the related dimension object. When Enforce Double Booking Check is enabled, but this field on the related record equals true, the double booking is allowed.
Reservation Allow Double Booking FieldTextNoThe API name of a checkbox field1 on reservation. When Enforce Double Booking Check is enabled, but this field on the reservation equals true, the double booking is allowed.
Capacity CheckingPicklistYes

Defines the behavior when a Reservation's quantity exceeds the Dimension's capacity.

  • None - Allow the Reservation to be saved
  • Soft - Allow the Reservation to be saved, but show a warning to the user and enter a Conflict record in the database
  • Hard - Don't allow the Reservation to be saved, and show an error message to the user

For more information, see this article about Conflict Checking.

Dimension Capacity FieldTextNo2The API name of a number field3 on the related object, which holds the capacity of the related record. This capacity can't be exceeded if Enforce Capacity Check is enabled.
Reservation Quantity FieldTextNo2The API name of a number field3 on the reservation, which holds the quantity of the reservation. This quantity is checked to not exceed the related record's capacity if Enforce Capacity Check is enabled.
Reservation Skip Capacity Check FieldTextNoThe API name of a checkbox field1 on reservation. When Capacity Checking is set to 'Soft' or 'Hard', but this field on the related record equals true, the reservation will be saved normally.

1: Can also be a cross-object reference or a checkbox formula on Reservation. However the latter will not be set yet when working from the Reservation Form UI.
2: Required when Enforce Capacity Check is enabled.
3: Can also be a number formula, and can also be a cross-object reference.

Dimension Junction

Dimensions Junctions are a way to let Booker25 know which junctions between a dimension and a reservation are important.

A junction object is an object that sits in between two other objects (i.e. it has a lookup to each of the two objects). This creates a many-to-many relationship between those objects. For more information, see https://help.salesforce.com/articleView?id=relationships_manytomany.htm&type=5


An example of this would be a contact list, where you link multiple contacts to a reservation. Using dimension junctions you can:

  • Make this list visible on the reservation form
  • Make the reservation visible on the contact calendar for each contact in the list
  • (Optional) Make Booker25 detect and prevent double bookings for these contacts.
FieldTypeRequiredDescription
DimensionLookupYesThe Dimension record that is the parent of this Dimension Junction.
Dimension Junction NameTextYesThe API name of an object. This object should be a junction between reservation and the dimension.
Reservation Lookup API NameTextYesThe API name of a field on the object. This field should be a lookup (or master-detail) to Reservation.
Dimension Lookup API NameTextYesThe API name of a field on the object. This field should be a lookup (or master-detail) to the dimension.
Availability CheckingPicklistYes

Defines the behavior when Reservations are saved outside of the available times for the related dimension record.

  • None - Allow the Reservation to be saved
  • Soft - Allow the Reservation to be saved, but show a warning to the user and enter a Conflict record in the database
  • Hard - Don't allow the Reservation to be saved, and show an error message to the user

For more information, see this article about Conflict Checking, and this article about Availabilities

Double Booking CheckingPicklistYes

Defines the behavior when double bookings are detected for Reservations in this Dimension.

  • None - Allow the Reservation to be saved
  • Soft - Allow the Reservation to be saved, but show a warning to the user and enter a Conflict record in the database
  • Hard - Don't allow the Reservation to be saved, and show an error message to the user

For more information, see this article about Conflict Checking.

Dimension Allow Double Booking FieldTextNoThe API name of a checkbox field1 on the dimension. When Enforce Double Booking Check is enabled, but this field on the related record equals true, the double booking is allowed.
Reservation Allow Double Booking FieldTextNoThe API name of a checkbox field1 on reservation. When Enforce Double Booking Check is enabled, but this field on the reservation equals true, the double booking is allowed.
Junction Allow Double Booking FieldTextNoThe API name of a checkbox field1 on the object itself. When Enforce Double Booking Check is enabled, but this field equals true, the double booking is allowed.

1: Can also be a cross-object reference or a checkbox formula on Reservation. However the latter will not be set yet when working from the Reservation Form UI.

Trigger hook

For every Dimension Junction you create, make sure you also create a Trigger for its object, which calls the following method: B25.DimensionJunctionTriggerHook.execute()

This makes Booker25 check permissions on the object. Make sure to replace <Dimension_Junction_API_Name> with the actual API name of your object, and <Trigger_Name> with a name that makes sense to you.

trigger <Trigger_Name> on <Dimension_Junction_API_Name> (before insert, before update, before delete, after insert, after update, after delete, after undelete) {
	B25.DimensionJunctionTriggerHook.execute();
}

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