--- schema_version: "1" id: 5dc9498eec607f7064465e2026031a06e241136f687cb53760b26b93ca5176a1 title: Create an Appointment Bundle Propagation Policy collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_set_up_bundling_propagation_policy.md canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_propagation_policy.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2e42d6c7ae3e77f1cbb53683e33e9528e6bd8a6dbb534a3320fda085e1798937 description: 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. products: - Field Service release: "264" --- # 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](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_limitations.htm&release=264.0.0&type=5 "Review the limitations of Appointment Bundling."). 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](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_propagation_policy.htm&release=264.0.0&type=5)** Configure your propagation policies according to the selected Bundle Member Field Name type. ## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) 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 - [Create an Appointment Bundle Config](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_bundle_config_policy.htm&release=264.0.0&type=5 "Use the default configuration, or edit it to determine the status behavior when bundling and unbundling service appointments. These configuration settings apply to all your bundles.")