Create service configuration rules for a service configuration

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Configure appointment booking rules for a service configuration, for example, Point-of-Sale-Installation, to enable varying duration of appointments for this service.

    Before you begin

    Role required: admin

    About this task

    Service Configuration Rules are used to define which advanced configuration applies for which specific use case of the service.

    Procedure

    1. Navigate to All > Appointment Booking > Appointment Booking Configuration.
    2. Select the desired configuration.
      • Select Field Service Order Configuration to create appointment booking service configuration rules for work orders.
      • Select Field Service Task Configuration to create appointment booking service configuration rules for work order tasks.
    3. In the Appointment Booking Service Configuration related list, select a service configuration to which you want to add rules.
    4. Select Enable advanced configurations check box if not already selected.
    5. In the Service Configuration Rules related list, click New.
    6. On the form, fill in the fields.
      Table 1. Service Configuration Rule form
      Field Description
      Name Name of the service configuration rule.
      Service configuration The name of the service for which you are configuring rules. This field is automatically set to the name of the service configuration, for example, Point-of-Sale Installation.
      Note:
      The Point-of-Sale-Installation is available only for Field Service Order Configuration.
      Task Table The table where appointment booking rules are created for the selected service configuration. This field is automatically populated with the Work Order [wm_order] or Work Order Task [wm_task] table, based on the selected application configuration, to configure service rules.
      Task Conditions Apply conditions to help determine the best matched appointment slot for a service provided to the customer. When the conditions are met, this service configuration rule is applied, and the default configuration is overridden by the advanced configuration.
      Lead time Number of hours or days from the current time after which an appointment can be booked based on this service configuration rule. Define the lead time in hours or days. The default is four hours.
      Ignore lead time on reschedule This option skips the calculation of lead time mentioned beforehand when rescheduling an appointment.
      Reschedule/Cancel by time The number of hours or days prior to an appointment start time that are required for an appointment to be canceled or rescheduled. The default is 4 hours.
      Note:
      The Cancel button is not available within this number of hours.
      Dedicated appointments per slot An option to make it mandatory to include a certain number of appointments in each slot.
      Active Option to set the application service configuration rule.
      Order Order in which the service configuration rule must be executed. A rule with a lesser order is executed first.
      Max bookable days in future Number of days in advance of the current day for which an appointment can be booked for this service. The default is 14 days.
      Appointments per window Number of available appointments for each configured appointment time slot. This number determines the number of available appointments that are displayed on the Select Appointment window. Enter a number in this field if the assignment method for tasks is set to manually. If set to either using auto-assignment or using dynamic scheduling, this setting does not apply, unless a location is not provided. Then the configuration defaults to the number of appointments per window.
    7. Click Submit.

    Result

    The service configuration rules are configured and provides varying duration of appointments for the service.

    What to do next

    Create an appointment booking advanced configuration for this service configuration rule. For more information, see Create appointment booking advanced configuration.