Run a task bundling policy manually

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Dynamic task bundling policies can be manually run from the policy record with Field Service Task Bundling.

    Before you begin

    A policy must have the following requirements to be run manually:
    • Valid rules
    • Valid qualifiers

    Role required: wm_admin

    Procedure

    1. Navigate to All > Field Service > Dynamic Bundling Administration > Policies.
    2. Select an existing policy.
    3. Select Bundle Now.