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Create an Appointment Bundle Propagation Policy

Create a policy to determine when and how the bundle service appointment updates the fields of the bundle member service appointments. And you can create multiple propagation policies for each bundle policy. Each propagation policy controls how one bundle member service appointment field is populated.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create tasks: Customize Application
  1. If your service appointments have custom fields, make sure to give the fields read and edit access. See Appointment Bundling Limitations.
    1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
    2. Click Field Service Integration.
    3. Click Object Settings.
    4. Click Service Appointment.
    5. For each custom field, select Read Access and Edit Access.
  2. In the Appointment Bundle Policy, go to the Related tab.
  3. In the Appointment Bundle Propagation Policies panel, click New.
  4. Under Information:
    1. Give the policy a unique name.
    2. Select at least one option for whether the bundle member service appointments’ fields are updated when they’re added to or removed from the bundle or are unbundled.
  5. Under Propagation Settings:
    1. In Bundle Member Field Name, select the field that’s populated by this policy. The fields in the list are service appointment fields, not work order fields. The only exception is Skill Requirements, which is a work order field.
      Don’t configure the Status field in a propagation policy. Use the Appointment Bundle Config to control how the Status field behaves.
    2. Complete the remaining fields according to the type of field selected in Bundle Member Field Name.
  6. Save your changes.

Propagation Configurations

Configure your propagation policies according to the selected Bundle Member Field Name type.

Bundle Member Field Type—Boolean

Fields to Populate Result
Bundle Field Name Replace the checkbox selection in the bundle member service appointments according to the checkbox selection in the bundle service appointment.
Constant Value: Enter True or False Replace the checkbox selection in the bundle member service appointments according to the entered constant value of true or false.

Add Constant Value: Select the checkbox

AND

Constant Value: Enter True or False

Check the setting in the bundle service appointment and the entered Constant Value. If one of them is False, set the checkbox in the bundle member service appointments to False.

Bundle Member Field Type—Date

Fields to Populate Result
Bundle Field Name Replace the bundle member service appointments’ date field value with the bundle service appointment date field.
Constant Date Value: Select Null, Now, End of Day, or Start of Day Replace the bundle member service appointments’ date field value with the selected Constant Date Value.

Add Constant Value: Select the checkbox

AND

Constant Date Value: Select Null, Now, End of Day, or Start of Day

AND

Additional Constant Value: Enter the number of days, hours, and minutes

 Take the selected Constant Date Value, add the entered Additional Constant Value, and populate the selected bundle member service appointments’ field with this value.

Bundle Member Field Type—Lookup

Fields to Populate Result
Bundle Field Name Replace the bundle member service appointments’ field value with the bundle service appointment field value.
Constant Value: Enter text Replace the bundle member service appointments’ field value with the entered ID.

Add Constant Value: Select the checkbox

AND

Constant Value: Enter text

 Add the bundle service appointment’s field value to the bundle member service appointments’ field value.
Note
Note Unsupported lookup fields don’t appear in the list of fields for selection.

Bundle Member Field Type—Numeric

Fields to Populate Result
Bundle Field Name Replace the bundle member service appointments’ field value with the bundle service appointment field value.
Constant Value: Enter a number Replace the bundle member service appointments’ field value with the entered Constant Value.

Add Constant Value: Select the checkbox

AND

Constant Value: Enter a number

 Add the bundle service appointment’s field value to the bundle member service appointments’ field value.

Bundle Member Field Type—Picklist

Fields to Populate Result
Bundle Field Name Replace the bundle member service appointments’ field value with the bundle service appointment field value.
Constant Value: Enter a picklist value Replace the bundle member service appointments’ field value with the entered Constant Value.

Bundle Member Field Type—String

Fields to Populate Result
Bundle Field Name Replace the bundle member service appointments’ field value with the bundle service appointment field value.
Constant Value: Enter text Replace the bundle member service appointments’ field value with the entered Constant Value.

Add Constant Value: Select the checkbox

AND

Constant Value: Enter text

 Add the bundle service appointment’s field value to the bundle member service appointments’ field value.

See Also