Create custom recommendation criteria

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Define recommendation criteria that policies can use to rank or evaluate tasks for agents.

    Antes de Iniciar

    Role required: admin, sn_task_recommend.task_rec_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Some predefined recommendation criteria are provided for you. For more information, see Predefined recommendation criteria.

    Procedimento

    1. Navigate to All > Field Service > Task Recommendation Administration > Recommendation Criteria.
    2. Click New.
    3. On the form, fill in the fields.
      Tabela 1. Recommendation Criteria
      Field Description
      Display Name Display name of the recommendation criterion.
      Name Name of the recommendation criterion.
      Prefetched table The prefetched table selected for the recommendation criterion.
      Prefetched fields Supporting prefetched fields from the prefetched table.
      Type Type of the criterion, either filter or rank.
      Application The application containing this record.
      Application module The default value is Field Service Management.
    4. In the Script field, enter the script that you want to run when recommending tasks to the agent.
      For example, the following script calculates the distance between the agent's current location and the task location. 
      var distanceRule = new TaskRecommendationDistanceRuleProcessor(args); 
var ruleProcessResult = distanceRule.processRule(user, tasks, timeStart, timeEnd, 'ranking'); 
ruleResult = TaskRecommendationFSMUtil.parseRuleResult(ruleProcessResult, "Distance from task");
      For information about custom script requirements, see Providing a script for custom task recommendation criteria.
    5. Click Submit.

    Resultado

    The recommendation criterion is created successfully, and sorted into either the Filtering Constraints or Ranking Criteria group based on the selected type.