---
schema_version: "1"
id: 3198c69ad3ecdabc66b5b76539c4ec5776e1f519bc3cb7f17d432cdb0afbe6b9
title: Appointment Bundle Aggregation Policy Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_bundle_aggregation_policy_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_bundle_aggregation_policy_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: baf43b58fb55a18edef71d611bb70e7e68c67d0ef74c0304758adae16774b64f
description: Appointment Bundle Aggregation Policies have the following fields.
products:
  - Field Service
release: "264"
---
# Appointment Bundle Aggregation Policy Fields

Appointment Bundle Aggregation Policies have the following fields.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28146e69">Field Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d28146e72">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Additional Source Field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">Name of an additional source field that is connected to the initial source field in
              the bundle member from which the value is taken. Possible values: All default and custom
              Service Appointment fields.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Aggregate only when the bundle is created</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">Indicates if you want to update the field in the bundle only when it’s
              created.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Aggregation Action</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">The aggregation action to be performed. Possible values: All default and custom
              Service Appointment fields.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Aggregation Field Type</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">
              <p>The target field type in the bundle to which the aggregation is directed.</p>
              <p>Possible
                values are: </p>
              <ul>
                <li><code>Boolean</code></li>
                <li><code>Date</code></li>
                <li><code>Numeric</code></li>
                <li><code>Picklist</code></li>
                <li><code>Picklist-Multi</code></li>
                <li><code>Skills</code></li>
                <li><code>String</code></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Aggregation Order</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">The order the aggregation is triggered.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Allow the same value to appear more than once</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">Indicates if you want to allow the same string to appear more than once when using the
              'Sum based on Bundle Members' action type.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Bundle Policy</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">ID of the parent bundle policy.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Bundle’s Target Field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">Name of the target field in the bundle where the value is taken from the bundle
              member. Possible values: All default and custom Service Appointment fields.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Constant Date Value</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">
              <p>Represents how the date value will be determined.</p>
              <p>Possible values are: </p>
              <ul>
                <li><code>End of Day</code></li>
                <li><code>Now</code></li>
                <li><code>Null</code></li>
                <li><code>Start of Day</code></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Constant Value</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">The constant value that is used in the aggregation.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Downscale Sorting Direction</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">
              <p>Applies only if the Set Downscaled Duration action is set. The downscaling sorting
                direction of the bundle member service appointments, according to their duration.</p>
              <p>Possible
                values are: </p>
              <ul>
                <li><code>Ascending</code></li>
                <li><code>Descending</code></li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Maximum Bundle Duration</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">The maximum bundle duration that can be accumulated from the bundle members (after
              downscaling).</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">The name of the appointment bundle aggregation policy.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Recordset Filter Criteria</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">The active recordset filter criteria used for aggregating the bundle members.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e69 ">Source Field</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d28146e72 ">Name of the source field in the bundle member from which the value is taken. Possible
              values: All default and custom Service Appointment fields.</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Create an Appointment Bundle Aggregation Policy](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_aggregation_policy.htm&release=264.0.0&type=5 "Use the default aggregation policies, or create policies to determine when and how bundle member service appointments update the bundle service appointment fields. And you can create multiple aggregation policies for each bundle policy. Each aggregation policy controls how one bundle service appointment field is populated.")