Add qualifiers to a task bundling policy

Add qualifiers to task bundling policies to define whether policies apply for either assignment groups or territories with Field Service Task Bundling.

Before you begin

Qualifiers are subcomponents of policies. For more information on how to create a policy, see Create a task bundling policy.

Role required: admin

About this task

Qualifiers dictate which work order tasks are targeted for bundling. Qualifiers are required for policies to run.

Procedure

1. Navigate to All > Field Service > Dynamic Bundling Administration > Policies.
2. Open an existing policy.
3. In the Qualifiers related list, select New.
4. Select one of the following:
   • Enter an Assignment Group to assign the policy to an assignment group.
   • Enter a Territory to assign the policy to a territory.
     Note:

     Assignment Group appears by default. To replace with Territory, see Enable the Field Service territory model.
5. Select Submit.