Add qualifiers to a task bundling policy

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

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

    Role required: wm_admin

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

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