Create a task filter for dynamic scheduling

  • Release version: Xanadu
  • Updated June 16, 2026
  • 3 minutes to read

    • Task filters allow you to define criteria for selecting and assigning tasks to the most suitable agents using dynamic scheduling.

    Before you begin

    Role required: admin

    About this task

    Task filters help you refine how tasks are assigned to the most suitable agents. You can use the default filters provided by the Dynamic Scheduling plugin or create custom filters tailored to your organization’s specific needs.

    Dynamic Scheduling, when combined with Auto Assignment and Immediate Assignment, offers flexibility in task allocation. Tasks can be assigned instantly or at scheduled intervals, depending on your configuration.

    The following table explains how Dynamic Scheduling behaves with different combinations of Auto Assignment and Immediate Assignment settings. These options let you balance automated task assignment with manual control.
    Auto assignment Immediate assignment Result
    Enabled Enabled Dynamic Scheduling runs instantly, automatically assigning tasks to field agents.
    Enabled Disabled Dynamic Scheduling runs, adding tasks to a scheduled batch. Tasks are assigned to agents at regular intervals.
    Disabled Disabled The dispatcher manually triggers Dynamic Scheduling, and tasks are sent back for confirmation before assignment.

    Procedure

    1. Navigate to All > Field Service > Administration > Dynamic Scheduling Configuration.
    2. In the Task Filters related list, click New.
    3. Fill in the fields on the Task Filter form.
      Table 1. Task Filter form
      Field Description
      Name Enter a name for the task filter.
      Active Select to activate the task filter.
      Execution Order Set the priority for the filter. Filters with lower execution order values are applied first, creating the initial task list. Higher values further refine the list. For example, filters for maintenance tasks have a lower order than filters for pending dispatch or appointment tasks.
      Table Select the task table (e.g., Work Order Task) that this filter will apply to.
      Conditions Specify the conditions that will identify which tasks to include in the filter.
      Resource Type Choose whether the tasks should be assigned to individual users or crews. Select User [sys_user] for individual agents or Crew [wm_crew] for teams.
      Auto Assign Select to automatically assign tasks. The Auto Assignment Frequency field appears when this field is selected.
      Auto Assignment Frequency Choose the auto assignment frequency:
      • Immediate: Tasks are assigned as soon as they are ready.
      • Interval: Tasks are assigned at regular intervals that you define.
      If you select Interval, the Auto Assignment Interval field appears.
      Auto Assignment Interval Set the interval (in minutes) for how often tasks should be auto-assigned. The task filter with a higher Execution Order value must have an interval greater than a task filter with a lower Execution Order value.
    4. In the Select Criteria related list, choose the criteria that will be used to evaluate and identify suitable agents for each task.
      1. Assign a weight to each criterion based on its importance.
        Note:
        By default, each matching criterion has an assigned weight of 10. You can assign a higher weight to the criteria that are more important or assign a lower weight to the criteria that are less important.
      2. Select a ranking method for the selected matching criteria.
        Note:
        Use More is Better for agent availability as more availability is preferred. Use Less is Better when selecting an agent based on the number of assigned tasks as fewer tasks are preferred
      For more information, see Matching criteria for task filters.
    5. Click Save.

    Result

    The task filter is ready for use in the dynamic scheduling process, optimizing task assignments based on your defined criteria and preferences. Dynamic scheduling uses the following formula to calculate the agent rank or score by multiplying each criterion's rating by its respective weight, dividing by the total weight of all criteria, and summing the results.
    (Criteria_1_rating * Criteria_1_weight) / total_criterion_weight + 
(Criteria_2_rating * Criteria_2_weight) / total_criterion_weight + 
(Criteria_3_rating * Criteria_3_weight) / total_criterion_weight = agent_rank/score

    What to do next

    Create a task ordering rule