Create a task bundling rule

Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling.

Before you begin

To add rules to any policy other than the default policy, create a policy first. For more information, see Create a task bundling policy.

Role required: admin

About this task

Task Grouping Rules can be applied on tasks only if the following conditions are met:

• Is in Draft State
• Not part of another bundle
• Not a bundle itself
• Not a vendor task
• Shouldn’t have access hours
• Doesn’t need a crew
• Doesn’t have a fixed window
• Doesn’t have dependent tasks

Procedure

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

   Table 1. Task bundling rule form

   Fields	Description
   Name	Name of the rule.
   Policy	Policy that this rule is grouped under. Note: To add rules to any policy other than the default policy, create a policy first. For more information, see Create a task bundling policy.
   Order	Order of when this rule is applied relative to other rules within the policy.
   Active	Option to make the rule active or inactive.

4. In the Grouping Conditions section, use the condition builder to create task filters that define the tasks that this rule targets.
5. Optional: Toggle Advanced to replace the condition builder with a Script field.
   Toggling Advanced replaces the condition builder with the following template:

   /**
    * This scripted rule should return an array of sys_ids of tasks joined using comma for each group that should be bundled
    * @param {String} taskType table name that contains the taskIds
    * @param {String} taskIds comma-separated task sys_ids representing a group of tasks
    * @returns {String[]} list of comma-separated task sys_ids shown as below:
    * [
    *	'sys_id_1,sys_id_2,sys_id_3',
    *	'sys_id_4',
    *	'sys_id_5,sys_id_6,sys_id_7,sys_id_8'
    * ]
    */
   (function executeRule(taskType, taskIds) {
   	// your code goes here
   })(taskType, taskIds);

6. Select Preview Tasks to preview all tasks that are affected by your rule.
7. Select Submit.