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Unable to change the Resource Type
Answer ID 11199   |   Last Review Date 10/24/2019

Why do I have limited options (or no other options) when I try to change the Resource Type field for a specific resource?

Environment

Oracle Field Service (OFS)

Issue

I would like to change John's Resource Type but I don't see the Resource Type I would like to use listed as an option.

Resolution

The options within Resource Info > Resource Type field will be displayed according to the settings selected in the Resource Type itself.

The option 'Used for Quota management' is a critical setting that can only be selected during the Resource Type creation. After you create the Resource Type, this option becomes grayed out. 

Edit Resource Type screen > Used for Quota management option is selected.

You will only be able to change John's Resource Type to another Resource Type that has similar configuration.


Examples

With 'Used for Quota management' option selected:

  • You can only change from a Bucket that has 'Used for Quota management' setting selected to another Bucket that has this same setting selected.
  • You can only change from an Organization Unit (formally Group) that has 'Used for Quota management' setting selected to another Organization Unit that has this same setting selected.
  • You can only change from a Field Resource that has 'Used for Quota management' setting selected to another Field Resource that has this same setting selected.

With 'Used for Quota management' option NOT selected:

  • You can only change from a Bucket that does not have 'Used for Quota management' setting selected to another Bucket that does not have it selected
  • You can only change from an Organization Unit (formally Group) that does not have 'Used for Quota management' setting selected to another Organization Unit that does not have it selected.
  • You can only change a Field Resource, Truck or Tool that does not have 'Used for Quota management' setting selected to another Field Resource, Truck or Tool that does not have it selected.