---
schema_version: "1"
id: 1ab95606227f3612ecb8ffc8178ea59255db7cfed73a28f708c7e692554f23df
title: Create Recordset Filter Criteria for Bundling Appointments
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_rfc.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_rfc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 456658e8c065b9c41bbbecea585de616bb2277086172520b2bb1aa85ba87def0
description: You can create filters to bundle only the appointments that meet the criteria that you set. Creating recordset filter criteria is optional, but if you want to use them in the bundle policies, you must create them first.
products:
  - Field Service
release: "264"
---
# Create Recordset Filter Criteria for Bundling Appointments

You can create filters to bundle only the appointments that meet the criteria that you set. Creating recordset filter criteria is optional, but if you want to use them in the bundle policies, you must create them first.

### 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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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d111211e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111211e69 ">To create recordset filter criteria:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111211e69 ">Customize Application</td>

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1. Create recordset filter criteria for the bundle policies.
2. For Source Object, select if the recordset filter criteria is intended for the:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><td class="slds-cell-wrap">Appointment Bundle Aggregation Policy</td><td class="slds-cell-wrap">Determines on which group of service appointments the aggregation applies.</td></tr><tr class=""><td class="slds-cell-wrap">Appointment Bundle Config</td><td class="slds-cell-wrap">Determines in which criteria a bundle is automatically unbundled.</td></tr><tr class=""><td class="slds-cell-wrap">Appointment Bundle Policy</td><td class="slds-cell-wrap">Determines which service appointments can be bundled using this policy.</td></tr></tbody></table>
3. For Filtered Object, select **Service Appointment**.
4. Select **Active**.

Considerations:

- Inactive recordset filter criteria aren’t supported. 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.").
- All service appointment fields used in recordset filter criteria must be enabled in the Field Service Integration permission set.

#### See Also

- [Create Filters to Match Appointments and Shifts](https://help.salesforce.com/s/articleView?id=service.fs_rfc_create.htm&type=5&language=en_US)
- [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.")
- [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.")
- [Create an Appointment Bundle Policy](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_bundle_policy.htm&release=264.0.0&type=5 "Use the default policy, or create multiple policies. You can use the policies for manual bundling, automatic bundling, or both.")