---
schema_version: "1"
id: b04f8a227e59cb9dd0334717fe7d964055c4dd3dfe71f180880ce1df59f48b62
title: Create a Field Service Bundle Manually
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_bundling_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_bundling_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4166ac7c706dafb5465d6fe543330f8d2fc92afe087d66089b2c7b18ff3446ca
description: Create a bundle manually in the Field Service Classic Dispatch Console.
products:
  - Field Service
release: "264"
---
# Create a Field Service Bundle Manually

Create a bundle manually in the Field Service Classic Dispatch Console.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d43223e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43223e72 ">To manage bundles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43223e72 ">Field Service Dispatcher</td>

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

1. In the appointment list, select up to 200 service appointments that you want to bundle together. Make sure to select only service appointments that aren’t already in a bundle.
    
    The service appointments must be on the same day, can’t be part of a complex work chain, and can’t be pinned. 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.").
    
    ![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 To verify that you’re selecting only service appointments that aren’t in a bundle, apply the Exclude Bundle Members filter.
2. From the global actions list, select **Bundle**.
    
    ![Bundle action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_bundle_action.png)
3. In the Bundle Appointments window, select **Create bundle** and select a bundle policy.
    
    ![Bundle Appointments window with the Create bundle option selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_bundle_window_create.png)
4. Save the bundle. The bundle is created only if all the service appointments comply with the configuration settings. If you receive an error for any service appointment, remove it or change its details and try again.
5. To make the bundle eligible for multiday scheduling, select **IsMultiday** in the bundle service appointment.

When you create a bundle manually:

- Appointment list—The new bundle service appointment appears in the appointment list.
    
    ![Bundle icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_bundle_icon.png) Indicates that the appointment is a bundle service appointment. When the bundle is scheduled, the icon also appears on the Gantt.
    
    ![Bundle member icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_bundle_member_icon.png) Indicates that the appointment is a bundle member service appointment.
- Gantt—If all the service appointments in the bundle are scheduled, assigned to the same resource, and on the same day, the bundle is scheduled on the Gantt. If not, the bundle must be scheduled.
- Bundle tab of the bundle service appointment’s details window—If an Appointment Bundle Sort Policy is defined, the service appointments are sorted according to the policy. If an Appointment Bundle Sort Policy isn’t defined, the service appointments are sorted according to their due date in ascending order.
- Service Appointments tab—Shows the bundle information related to each bundle service appointment and bundle member service appointment. This information can’t be edited.
    
    ![Bundle Information on service appointment](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_bundle_sa_details.png)
    
    The Bundle Information fields can’t be selected to display in a list view. See [Appointment Bundling Limitations](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_limitations.htm&type=5&language=en_US).

![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 If you use automatic bundling, the bundle’s status is set to your org’s default service appointment status (None by default). Members receive that status according to your bundle propagation settings, and members that were scheduled become unscheduled. See [Set Up Automatic Bundling](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_automatic.htm&release=264.0.0&type=5 "Use automatic bundling to create and update bundles instead of managing them manually. Automatic bundling includes two modes: Automated Bundling and Live Bundling. The automatic bundling process looks for service appointments in a particular service territory and then looks at the priority of the bundle policy. After the bundles are created, they appear in the work list with the status None and can be scheduled.").