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30.0.12
Standalone Application
Task Grouping is the underlying engine that determines which field service tasks belong together, using policies, rules, and qualifiers to define grouping criteria, scope, and conditions. It works on any table that extends the Task table, with extension points for customizing grouping logic to fit specific workflows.
This framework powers FSM Task Bundling, which uses it to identify which tasks are eligible to be bundled and scheduled as a single unit. Most teams won't interact with this framework directly as it runs underneath Task Bundling and other grouping-dependent features.
- Configurable Task Grouping: Group tasks using policies that define eligibility criteria and group size limits.
- Rule and Qualifier Based Filtering: Control which tasks are grouped and restrict grouping to specific assignment groups, territories, or other conditions.
- Extensible Framework: Supports any table extending Task and provides extension points for customization.
- FSM Task Bundle Enablement: Powers the FSM Task Bundle feature by identifying tasks that can be efficiently bundled together.
- New
- Initial version of the Task Grouping store app. This version is compatible with Brazil Family Release.
- Changed
- Installation or Upgrade mechanism is changed. From Brazil release this app will be released via Store and customers will need to entitle the app. No additional action needed by customers in Brazil. Net New Customers should entitle via regular Store app process.
- Fixed
- None
- Removed
- Association for Family release has been removed.
Not applicable for this application version.
Since this plugin is meant to be used as a dependency for other applications, there are no application menus or modules shipped with this plugin. You'll need to input the table names directly in the navigation to access the tables.