Create a marketplace engagement method

Create a marketplace engagement method to specify how contractors can respond to requests.

Before you begin

Role required: sn_mktplace_core.mktplace_admin

About this task

Marketplace engagement methods determine the criteria that contractors can respond to for requests. Field Service Marketplace comes installed with two methods:

1. Task acceptance
2. Time and cost based

The task acceptance engagement method closes the request after the set duration. Participants can either accept or reject requests. The time and cost based engagement method closes after the set duration and enables participants to share time or cost estimates for the request.

Procedure

1. Navigate to All > System Definition > Tables.
2. In the Search field, enter marketplace_engagement_method.
3. Select Marketplace engagement method.
4. Select Show List.
5. Select New.
6. In the form, fill in the fields:

   Table 1. Marketplace engagement method form

   Field	Description
   Name	Name of the engagement method.
   Description	Description of the engagement method.
   Lead time	Time after which the marketplace request is ready for responses
   Duration	Duration the request remains active for.
   Close condition	The condition that closes the request.
   Active	Determines whether this method is active or inactive.
   Allow sharing estimates	Determines whether participants can share their cost or time estimate for the request.

7. Select Submit.