Prevent a booking from being created if the selected resource has approved time off during the booking period

This script prevents a booking from being created if the selected resource has approved time off during the booking period.

• Improves accuracy of bookings

• Supports override flag to force booking

Follow the steps below or download the solutions file, see Creating Solutions for details.

Program Listing

          // timetype_id depends on account settings
var CUST_FIELD = 'bk_override_vacation__c';
var CUST_FIELD_NOTES = 'bk_override_vacation_notes__c';

function validate_vacation() {
    // To support exception situations where booking should be allowed over scheduled timeoff,
    // new checkbox custom field with associated notes field has been added to Booking form.
    // When that field is checked, we want the notes field to be required, so we validate the
    // custom fields settings at the start.
    var override = NSOA.form.getValue(CUST_FIELD);
    var req_notes = NSOA.form.getValue(CUST_FIELD_NOTES);

    // If we are overriding the booking vacation restrictions
    if (override) {
        // And the notes field is not set
        if (!req_notes) { // This is a basic has-a-value check, typically check should be
            // more extensive, that is not blank spaces, of certain length, etc.
            // Set custom field error message to indicate required, and prevent form saving
            NSOA.form.error(CUST_FIELD,
                'When overriding vacation restrictions, notes are required');
        }
        return; // Stop, as no further checks are required
    }

    // getValue returns JS Date objects for Date type fields
    var start = NSOA.form.getValue('startdate'); // While adding/changing a script,
    var end = NSOA.form.getValue('enddate'); // the Form Schema section provides a list
    // of available form fields and the expected
    // return values of those fields

    // Create the oaSchedulerequest object for the WSAPI read search
    // Information about available records can be found in the user scripting guide
    // Note the form field is user_id but the SOAP API field is userid
    var approvedSchedReq = new NSOA.record.oaSchedulerequest();
    approvedSchedReq.userid = NSOA.form.getValue('user_id');
    approvedSchedReq.approval_status = 'A'; // (A)pproved, (O)pen, (S)ubmitted, (R)ejected
    approvedSchedReq.timetypeid = '5'; // Personal time is timetypeid 5

    // Pull the start and end dates for Schedulerequests that match our criteria
    var aPTO = NSOA.wsapi.read({
        type: 'Schedulerequest', // The SOAP API complex type
        method: 'equal to',
        fields: 'startdate,enddate', // start & end fields for Schedulerequest complex type
        attributes: [{
            name: 'limit', // ReadRequest objects must have a limit specified
            value: '100' // '100' returns up to 100, '50,100' returns 50 - 100
        }],
        objects: [approvedSchedReq] // The previously created search object
    });

    // NSOA.wsapi.read() returns an array of objects with error and objects properties
    for (x = 0; x < aPTO.length; x++) {
        // If there were errors, notify the user and stop
        if (aPTO[x].errors) {
            var errorMsg = '';
            for (i = 0; i < aPTO[x].errors.length; i++) {
                errorMsg += 'SOAP error [' + aPTO[x].errors[i].code + ']:';
                errorMsg += aPTO[x].errors[i].text + ' - ';
                errorMsg += aPTO[x].errors[i].comment + "\n";
            }
            NSOA.form.error('', errorMsg); // Set the main form error message with the details
            return;
        }

        // If there were approved personal Schedulerequest objects found
        if (aPTO[x].objects) {
            NSOA.meta.alert(aPTO[x].objects.length);
            // Loop through and validate the time off doesn't overlap booking request period
            for (i = 0; i < aPTO[x].objects.length; i++) {
                var thisStart = convertToDate(aPTO[x].objects[i].startdate);
                var thisEnd = convertToDate(aPTO[x].objects[i].enddate);

                // If the PTO overlaps the start of the period
                if ((thisStart <= start && thisEnd <= end && thisEnd >= start) ||
                    (thisStart <= start && thisEnd >= end) || // Or overlaps whole period
                    (thisStart >= start && thisEnd <= end) || // Or is wrapped by the period
                    (thisStart >= start && thisStart <= end && thisEnd >= end)) { // Or end
                    var malDate;
                    if (thisStart.getTime() == thisEnd.getTime()) { // If the is a single day
                        malDate = thisStart.toDateString(); // Only display one date
                    } else { // Else start/end range
                        malDate = thisStart.toDateString() + ' - ' + thisEnd.toDateString();
                    }

                    // Set the form startdate error message accordingly, then stop.
                    NSOA.form.error('startdate', 'The requested resource has approved personal time off' + ' during the selected booking period: ' + malDate);
                    return;
                }
            }
        }
    }
}

// Helper function for converting date strings to JS Date objects
function convertToDate(vDate) {
    // Expected date format is a string: YYYY-MM-DD 0:0:0
    var aYMD = vDate.split(' ');
    aYMD = aYMD[0].split('-');
    return new Date(aYMD[0], aYMD[1] - 1, aYMD[2]);
}