---
schema_version: "1"
id: 7f5952cec438e6dea4d820694b868c221c42b4d135eb232c9483f2e7d145046f
title: Create an Appointment Bundle Restriction 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_restriction_policy.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_restriction_policy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 42bce32c8370a19b6dc0d9d6339b48e7f9b4589a81cf958b25bb65deee898871
description: Use an appointment bundle restriction policy to define restriction fields so that only service appointments with the same field values can be bundled together. Use the default policy, or create multiple restriction policies. For automatic bundling, you must have at least one restriction policy.
products:
  - Field Service
release: "264"
---
# Create an Appointment Bundle Restriction Policy

Use an appointment bundle restriction policy to define restriction fields so that only service appointments with the same field values can be bundled together. Use the default policy, or create multiple restriction policies. For automatic bundling, you must have at least one restriction policy.

### 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 permission">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d113154e72">User Permissions Needed</th>
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        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d113154e72 ">To create items:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d113154e72 ">Customize Application</td>

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1. If your service appointments have custom fields, make sure to give the fields read 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**.
2. In the Appointment Bundle Policy, go to the Related tab.
3. In the Appointment Bundle Restriction Policies panel, click **New**.
4. Give the policy a unique name.
5. For Restriction Field Name, select the bundle member service appointment field used to apply the restriction.
    
    Considerations:
    
    - Only service appointments with the same value can be bundled together.
    - 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.
    - Unsupported lookup fields don’t appear in the list of fields for selection.
6. To allow bundling service appointments that have an empty restriction field with service appointments that have a value in the restriction field, select **Allow Empty**.
7. To apply this restriction with manual bundling, select **Restrict in Manual Mode**.
8. If the Restriction Field Name is of type Date/Time, you can restrict the bundle based on the calendar date rather than the time of day by selecting **Restrict by Date Only**.
9. To apply this restriction to automatic bundling, select **Restrict in Automatic Mode**.
10. Save your changes.

#### See Also

- [Default Appointment Bundle Policy](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_default_policies.htm&release=264.0.0&type=5 "If no policies exist, a default appointment bundle policy is created along with some of its related policies. Access Appointment Bundle Policy from the App Launcher. Access the remaining policies from the Related tab of the appointment bundle policy.")