Example Conflict Rules

Basic Availability checking

For basic availability checking, you can use the built-in formula IsNotAvailable(). This will return true if the reservation is linked to any record (of the rule’s Dimension) that is not available at that time. For example, consider the following rule:

Dimension	Staff
Conflict Type	Hard
Formula	`IsNotAvailable()`

This rule will result in an error if the reservation is linked to a Staff record which is not available.

Soft/Hard conflicts based on user permissions

This example shows how to grant permissions to certain users, allowing them to make reservations outside of opening times with warnings (soft conflicts) instead of errors (hard conflicts).

If you are using the time slot picker keep in mind that it shows slots with soft conflicts, but not with hard conflicts. You can use these rules to show more options to employees than to customers for example.

For this example, we will use the ‘Allow Double Booking’ custom permission included in GoMeddo, but you can also create your own: https://help.salesforce.com/s/articleView?id=sf.custom_perms_overview.htm&type=5

Create a conflict rule with the Conflict Type set to HARD. Give it the following formula:

CODE

IsNotAvailable() AND $Permission.ALLOW_DOUBLE_BOOKING != true

Create a conflict rule with the Conflict Type set to SOFT. Give it the following formula:

CODE

IsNotAvailable() AND $Permission.ALLOW_DOUBLE_BOOKING == true

Conflict Rule library

Basic rules

Rule	Description	Condition
Invalid Title	Reservation not allowed when title matches "invalid".	`B25__Title__c == 'invalid'`
Invalid Resource Name	Reservation not allowed when the resource name is "invalid".	`B25__Resource__r.Name == 'invalid'`
Matching Title and Notes	Reservation not allowed when the reservation title matches the reservation notes.	`B25__Title__c == B25__Notes__c`
No Overlapping Allowed	Reservation not allowed when overlapping with another reservation.	`COUNT(overlappingReservations) > 0`
No Availability	Reservation not allowed if no availability exists.	`COUNT(matchingAvailabilities) == 0`<br>or<br>`isNotAvailable()`

More advanced rules

Rule	Description	Condition
No Overlapping Reservations	Reservation not allowed when overlapping with other reservations, excluding reservations with status "Canceled" or "Temporary".	`COUNT(FILTER(overlappingReservations AS item, item.b25__status__r.name != 'Canceled' AND item.b25__status__r.name != 'Temporary')) > 0`
No Double Booking	Reservation not allowed when the resource does not allow double booking and overlaps with another reservation.	`Resource__r.Allow_Double_Booking__c == false AND COUNT(overlappingReservations) > 0`
Respect Max Capacity	Reservation not allowed when overlapping with more reservations than specified in the "Max Capacity" field on the related resource.	`COUNT(overlappingReservations) > Resource__r.Max_Reservations__c`
No Availability, Overbooking Disabled	Reservation not allowed if the resource has no availability and the "Overbookable" checkbox is disabled.	`B25__Resource__r.Overbookable__c == false AND COUNT(matchingAvailabilities) == 0`
Matching Availability Type	Reservation not allowed when there is no availability with an availability type that matches the reservation type.	`COUNT(FILTER(matchingAvailabilities AS item, item.Availability_type__c == B25__Reservation_Type__r.Name)) == 0`
Exceeding Lowest Availability Capacity	Reservations not allowed when exceeding the lowest availability’s capacity.	`B25__Quantity__c > MIN(matchingAvailabilities, Capacity__c)`
Check Room Capacity	Reservations are checked against the room’s capacity, or bypassed if the status allows double booking.	`B25__Quantity__c + SUM(overlappingReservations, B25__Quantity__c) > B25__Resource__r.B25__Capacity__c AND B25__Status__r.B25__AllowDoubleBooking__c == false`
Exceeding Total Availability Capacity	Reservation not allowed when exceeding the sum of all availabilities' capacity.	`B25__Quantity__c + SUM(overlappingReservations, B25__Quantity__c) > SUM(matchingAvailabilities, Capacity__c)`
Capacity and Gender Constraints	Reservations not allowed when no capacity is available, or there is a different gender conflict.	`B25__Quantity__c + SUM(overlappingReservations, B25__Quantity__c) > SUM(matchingAvailabilities, Capacity__c) OR COUNT(FILTER(overlappingReservations AS rsv, rsv.Gender__c != Gender__c)) > 0`
Double Booking Permission	Reservation not allowed to be double-booked if the user does not have permission to "Overrule Double Bookings".	`COUNT(overlappingReservations) > 0 AND $Permission.B25__ALLOW_DOUBLE_BOOKING == false`
Resource Availability Check (Widget)	Raises a conflict if there is no availability or if there is unavailability.	`COUNT(FILTER(matchingAvailabilities AS ava, ava.B25__Unavailability__c == true)) != 0 OR COUNT(FILTER(matchingAvailabilities AS ava, ava.B25__Unavailability__c != true)) == 0`
External Client Quantity Check	Raises a conflict if the `B25LP__Quantity_For_External_Client__c` of all reservations at the same time exceeds the resource capacity.	`SUM(overlappingReservations, B25LP__Quantity_For_External_Client__c) + B25LP__Quantity_For_External_Client__c > B25__Resource__r.B25__Capacity__c`