Map applications to Intelligent Task Recommendation policies

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Map applications to task recommendation policies. Provide access to these policies within those applications.

    Before you begin

    Role required: admin, wm_admin, sn_task_recommend.task_rec_admin

    About this task

    By default, Dispatcher Workspace and Mobile are mapped to a task recommendation policy.

    Procedure

    1. Navigate to Field Service > Task Recommendation Administration > Task Recommendation Applicabilities.
    2. Click New.
    3. On the form, fill the fields.
      Table 1. Task Recommendation Applicability form
      Field Description
      Display Name Display name of the recommendation application.
      Name Name of the recommendation application.
      Table Task table that is selected for the recommendation policy.
      Application module Module of the application. This field is automatically set to Field Service Management.
      Active Option to indicate whether the application is available for consideration when recommending work order tasks.
      Default task recommendation policy The default task recommendation policy for this application.
      Application Application that contains this record.
    4. Click Submit.