Create a task bundling policy

Create a task bundling policy to apply various rules for dynamically bundling tasks with Field Service Task Bundling.

Before you begin

Role required: admin

About this task

Task bundling policies are groups of rules that dictate how work order tasks are bundled using dynamic bundling. Policies can be configured to target a minimum and maximum range of records, as well as a maximum duration per bundle. Bundles generated through dynamic bundling can’t exceed 200 work order tasks. Policies must have one or more qualifiers in order to run.

Procedure

1. Navigate to All > Field Service > Dynamic Bundling Administration > Policies.
2. Select New.
3. On the Task Grouping Policy form, fill in the fields.

   Table 1. Task Grouping Policy form

   Fields	Description
   Name	Name of the policy.
   Task type	Task type table to apply to the rules in this policy.
   Order	Order of when this policy is applied to a task relative to other policies.
   Active	Option to make the policy active or inactive.
   Sort by	Dictates how subtasks are sorted before bundling.
   Minimum records	The minimum number of records enabled per bundle.
   Maximum records	The maximum number of records enabled per bundle.
   Duration field	The duration type that this policy should target.
   Maximum duration	The maximum duration per task bundle created by this policy.

4. Select Submit.

What to do next

Policies require rules and qualifiers to run. For more information, see Create a task bundling rule and Add qualifiers to a task bundling policy.

After a policy is complete, you can schedule them or run them manually. For more information, see Schedule dynamic task bundling or Run a task bundling policy manually.