Field Service Marketplace components

Several types of components are installed with the activation of the Field Service Marketplace feature including tables, roles, system properties, business rules, and script includes.

Tables

Field Service Marketplace adds the following tables:

Table 1. Tables installed with Field Service Marketplace

Table	Description
Marketplace engagement method [marketplace_engagement_method]	This table has the basic rules for engaging with contractors. The engagement methods define the ways contractors can respond to the marketplace requests.
Marketplace request [marketplace_request]	This table establishes the relationship between engagement method and work order tasks. This table is populated by the dispatcher with all relevant fields to progress the request.
Marketplace assignment [marketplace_assignment]	This table maintains distinct records for each contractor, offering the dispatcher the capability to choose contractors permitted to participate in a marketplace request.
Marketplace response [marketplace_response]	This table is designated to gather responses from all contractors regarding their pricing, as well as the intended start and completion dates for the task.

Roles

Field Service Marketplace adds the following roles:

Table 2. Roles installed with Field Service Marketplace

Role	Description
sn_mktplace_core.mktplace_admin	Administrator role can create marketplace engagement methods.
sn_mktplace_core.mktplace_requestor	Requestor role can push tasks to the marketplace.
sn_mktplace_core.mktplace_fulfiller	Fulfiller role can respond to marketplace requests.

System properties

Field Service Marketplace adds the following system properties:

The following table lists the system properties that are required to set up Field Service Marketplace. Navigate to AllSystem Properties list

Table 3. System properties installed with Field Service Marketplace

System property	Description
sn_fsm_mktplace.maximum_number_of_contractors	Maximum number of contractors to fetch and show for a Marketplace request. Type: Integer Default value: 10
sn_fsm_mktplace.use_playbook_experience_for_marketplace	Property to use playbook experience for marketplace. Type: true/false Default value: true
sn_fsm_mktplace.wot_fields_to_restrict_update	Comma separated fields to restrict update when Work Order Task is pushed to marketplace. Type: String Default values: location,asset,work_type,estimated_work_duration,estimated_travel_duration,estimated_end,expected_start,expected_travel_start,window_start,window_end,schedule_lock

Business rules

Field Service Marketplace adds the following business rules:

Table 4. Business rules installed with Field Service Marketplace

Business rule	Table	Description
Restrict order change marketplace task	Work Order [wm_order]	Blocks suspension of a work order when one of its tasks is pushed to the marketplace.
Restrict fields for marketplace task	Work Order Task [wm_task]	Blocks updates to certain work order task fields.
Restrict marketplace task with assigned	Work Order Task [wm_task]	Blocks a work order task with an assignment group populated and marketplace task set to true.
Restrict updates to marketplace flag	Work Order Task [wm_task]	Disables changing marketplace task flag of the work order task to false.
Disable changes when open request exists	Marketplace engagement method [marketplace_engagement_method]	Disallows changes to the engagement method when an open marketplace is using it.
Disable cost/time update from list	Marketplace engagement method [marketplace_engagement_method]	Validates edits of time and cost fields on the marketplace engagement method table list view.
Cancel all assignments and responses	Marketplace request [marketplace_request]	Cancels marketplace assignments and inactivate marketplace responses when a marketplace request is canceled.
Validate request insertion	Marketplace request [marketplace_request]	Blocks the creation of a new marketplace request when an open request exists.
Set assignments to timeout on close	Marketplace request [marketplace_request]	Updates the state of marketplace assignment records when a marketplace request is closed.
Create MP Assignment records in draft	Marketplace request [marketplace_request]	Creates marketplace assignments in the draft state when a marketplace request is created.
Check end time is more than start	Marketplace request [marketplace_request]	Validates start and end times of the marketplace request.
Validate assignment insertion	Marketplace assignment [marketplace_assignment]	Blocks the creation of a new assignment record for a request that isn’t open. Blocks duplicate assignment records for an open request.
Inactivate responses when withdrawn	Marketplace assignment [marketplace_assignment]	If withdrawn, inactivates response of contractor.
Check close condition	Marketplace assignment [marketplace_assignment]	Handles closing marketplace request and flow data records based on its close condition.
Unaward assignments when task is awarded	Marketplace assignment [marketplace_assignment]	When a task is awarded to a contractor, other contractors' assignment records are marked unawarded.
Query on Assignment for WOT	Marketplace assignment [marketplace_assignment]	Query business rule on marketplace assignment table
Assigned from marketplace	Marketplace assignment [marketplace_assignment]	When a task is awarded to a contractor, closes the request and updates the work order task with the necessary details. Updates the work order task scheduling method to marketplace.
Disable negative in response duration	Marketplace response [marketplace_response]	Disables insertion of responses with negative duration and checks response's start and end with work order task window start and end.
Update Assignment to accept	Marketplace response [marketplace_response]	When a response is received, update the assignment record state of that contractor to accepted.
Validate response insertion	Marketplace response [marketplace_response]	Blocks insertion of response if the work order task's "Is Fixed Window" flag is true and the response's start and end don’t fall within the work order task window. Blocks creation of responses for requests that aren’t open. Inactivates the previous response when a new response is received from the contractor.
Query on Response for WOT	Marketplace response [marketplace_response]	Query business rule on marketplace response table.

Script includes

Field Service Marketplace adds the following script includes:

Table 5. Script includes installed with Field Service Marketplace

Script include	Description
MarketplaceCoreUtil	Contains util methods used for generic Marketplace core workflows.
FSMMarketplaceUtil	Contains util methods used for FSM specific workflows of Marketplace.
FSMMarketplacePlaybookUtil	Contains util methods used for Playbook workflow of Marketplace.
FieldServiceMarketplaceConstants	Holds constants.
MarketplaceCoreAjaxHelper	Contains util methods used in Marketplace Core client-side scripts.
FSMMarketplaceAjaxHelper	Contains util methods used in FSM Marketplace client-side scripts.
FSMMarketplaceCspUtil	Util file that holds methods used in Playbook's CSP.