---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Dynamic task bundling

# Dynamic task bundling {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can create policies and rules to bundle tasks automatically with Field Service Task Bundling.

Dynamic task bundling enables administrators to create policies and rules to bundle tasks automatically according to custom criteria.

For information about the policies and rules installed with Field Service Task Bundling, see [Field Service Task Bundling components](https://www.servicenow.com/docs/~c0ikMTh1GgzvVAIYFXoDw "Several types of components are installed with the activation of the Field Service Task Bundling feature including business rules, task filters, and task grouping rules.").

## Policies {#ariaid-title2}

Policies dictate how many work order tasks should be grouped per bundle, as well as the maximum duration of bundles.

A policy consists of multiples rules. Policies have the following restrictions:

* Two records minimum per bundle.
* 200 records maximum per bundle.
* No limit for rules per policy.
* Policies must have rules to run.
* Policies must have qualifiers to run.

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### Qualifiers {#a35_r2f_5xb__section_gn3_22f_5xb}

Qualifiers dictate which work order tasks are targeted for bundling. By default, qualifiers are based on assignment groups. If [Field Service Territory Planning](https://www.servicenow.com/docs/l_9nEpPZXKsGw4KdaTunjQ "Field Service Territory Planning enables you to create, view, analyze, and manage territories for better scheduling of work orders and work order tasks.") is active, qualifiers are based on territories.  
Qualifiers have the following restrictions:

* Qualifier records can contain only type of qualifier at a time.
* No duplicate qualifiers enabled per policy.
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## Rules {#ariaid-title3}

Rules specify the parameters for which work order tasks should be bundled.  
A rule can only be assigned to a single policy. Rules only apply if tasks meet the following conditions:

* Are in the Draft state
* Aren't in a bundle
* Aren't a bundle itself
* Aren't a vendor task
* Don't have access hours
* Don't need a crew
* Don't have a fixed window
* Don't have subtasks or dependent tasks
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## Dynamic scheduling and dynamic bundling {#ariaid-title4}

Administrators can enable the Dynamic Bundling before Dynamic Scheduling(com.snc.dynamic.scheduling.bundle_before_scheduling) property to ensure bundles are generated before dynamic
scheduling.