How do I use the mass populate feature across quota and booking status pages?

The Mass populate feature lets you copy the values of the quota parameters to a future date. For example, you can copy values of the editable Quota% and Min Quota columns from a past or current date to the Quota% and Min Quota columns of a future date in the Quota page.

Also, you can use the Mass Populate on Booking Status page for time-slot and availability (time-interval) based quotas to simultaneously change booking statuses for multiple levels (that's, day, time slot or time interval, or capacity category).

Note: The Mass populate feature has replaced the Automatic fill functionality on the Quota page and the time-slot based Quota pages. The Autofill functionality does not work on the Booking Status page. Also, during Field Service installation, a unnamed group is created and the Mass Populate action link is moved under the unnamed group. You can navigate to the User Types page and add the Mass Populate action link to the group so that it displays under the icon for the required user type.

You can access the Mass Populate functionality from the Quota and Booking Status pages. The Mass populate page is available for the following pages:

• Availability (time-interval) based Quota page

  Note: For availability based quota, you can mass populate all categories simultaneously and if you do not want to change the values in some categories then you need to manually reset their values after mass populate.

• Booking Status pages for time-slot based and availability (time-interval) based quota

• Time-slot based Quota pages (that is Quota by day, Quota by time slot, or Quota by capacity category pages)

For example, the following page displays in a time-slot based Quota page:

The following fields display on the Mass Populate page:

• Field: Indicates the editable quota fields and the fields that are locked.

• Source date: Indicates the date from which the values are copied.

• Target dates: Indicates the future dates to which the values are copied.

• Operation: See Mass Populate Fields.

• Source: Indicates the values that you want to copy. For example, if you want to use the values in the Min Quota column as the quota for the future dates, then you can select the Min Quota option to copy the values from the Min Quota column to the Quota column.

Recurring Autofill Enabled option

The Recurring Autofill Enabled option lets you schedule the autofill operations (that is, automatically copy the values of the quota parameters without using the Mass Populate button) to a future or today’s date. For example, you can use the autofill option for the following tasks:

• Copy 'Min quota' values from a current day to future days.

• Copy 'Quota' values from a current day to future days.

• Copy 'Daily quota, %' values from a current day to future days.

• Copy 'Quota, %' values from a current day to future days.

• Shift the '% to stop booking at' parameter values by one day forward.

Click a cell from anyone of the following columns in the Availability (time-interval) based Quota and Time-slot based Quota pages to view the Recurring Autofill Enabled option:

• Quota, %

• Min quota

• Quota

• Daily quota, %

• % to stop booking at