Modify marketplace eligibility criteria for Field Service Marketplace

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

    • Configure the eligibility criteria within task filter settings for Field Service Marketplace.

    Vorbereitungen

    Role required: admin

    Ensure that the Field Service Marketplace plugin is active. For more information, see Activate Field Service Marketplace.

    Hinweis:
    To utilize automation in Field Service Marketplace, the Dynamic Scheduling plugin must also be installed and the Use task filters for determining contractor tasks property must be enabled.

    Warum und wann dieser Vorgang ausgeführt wird

    Field Service Marketplace comes with the Marketplace tasks filter, which determines if work order tasks are eligible for marketplace. This task filter is shipped as demo data with the Field Service Marketplace plugin.

    For more information on task filters, see Create a task filter for dynamic scheduling.

    Prozedur

    1. Navigate to All > Outsourced Field Service > Eligibility criteria or All > Marketplace > Eligibility criteria.
    2. Select the task filter you wish to configure.
    3. Modify the following fields as needed:
      • Eligible for contractor assignment - Determines if this task filter allows for tasks to be assigned to contractors when meeting specified criteria.
      • Eligible for Marketplace - Determines if this task filter allows for tasks to be assigned to Marketplace when meeting specified criteria.
    4. Modify the Select Criteria as needed.
      Select criteria is used to rate contractor groups. The two available select criteria are as follows:
      • Matching skills of contractors
      • Distance between task and contractors
    5. Navigate to the Eligible engagement methods related list and set Auto push to true for that method if you wish to enable Auto Push for an engagement method, if there are no eligible engagement methods listed, click New to add an engagement method eligible for this task filter.
      Hinweis:
      Only one eligible engagement method can have auto push set to true, and therefore be utilized by the automation flow logic.
    6. Click Update.