Create a filter constraint or a ranking criteria for a task recommendation policy

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules.

    Before you begin

    Role required: admin, wm_admin

    Procedure

    1. Navigate to Field Service > Task Recommendation Administration > Task Recommendation Policies.
    2. Open a policy from the list.
    3. To create either a filter constraint or a ranking criteria, do one of the following:
      • To create a filter constraint, click New in the Filtering Constraints related list.
      • To create a rating criteria, click New in the Ranking Criteria related list.
    4. On the form, fill in the fields.
      Table 1. Task Recommendation Policy Related Criteria form
      Field Description
      Task recommendation policy Name of the task recommendation policy for which you are defining the criteria.
      Recommendation criteria Recommendation criteria for which this criteria acts as an input.
      Order Order in which this criteria is evaluated.
      Application Name of the application.
      Weight Weight for the filtering constraint. Assign a higher weight to the criteria that are more important.
      Ranking method Method for ranking the criteria. Choices are as follows:
      • More is better: When setting the ranking, a higher value is better. For example, more skills availability is better when determining the task ranking.
      • Less is better: When setting the ranking, a lower value is better. For example, less travel time is better when determining the task ranking.
    5. Click Submit.

    Result

    The task recommendation policy-related criterion is created successfully. The criterion is added to the appropriate related list: Filtering Constraint or Ranking Criteria.