Business rules installed with Field Service Management

Business rules

Field Service Management adds the following business rules.
Table 1. Business rules for Field Service Management
Business rule Table Description
Accept Work Order Task

[wm_task]

Automatically moves a task from the Assigned state to Accepted if the Accept/Reject option is selected in Field Service Configuration.
Assigned Work Order Task

[wm_task]

Sets a task in the Draft state to the Assigned state if the Assigned to field is populated. This business rule is associated with the "Assigned (Draft to Assigned)" State flow.
Assigned(state flow business rule) Work Order

[wm_order]

Automatically moves an order to the Assigned state if the Assignment group or Assigned to are populated. ServiceNow recommends not editing this business rule.
Cancel Work Task Work Order Task

[wm_task]

Cancels any transfer orders for a work order task, via State Flows, when the task is cancelled.
Create First Work Order Task Work Order

[wm_order]

Creates the first task for a newly qualified work order.
Field Service Automation Group Types Group

[sys_user_group]

Ensures data integrity for dispatch group coverage information.
Field Service Automation Qualification System Property

[sys_properties]

Turns off the qualification stage whenever the work.management.qualification system property is set to No. This business rule turns on the qualification stage when the property is set to Yes.
Populate Skills - Update Child Tasks Work Order

[wm_order]

When the CI is changed, updates the skills required in tasks for the order to contain those skills.
Populate Work Order from Template Work Order

[wm_order]

Populates a new work order from the work order model selected as a template.
Ready for Qualification (approval off qu) Work Order

[wm_order]

Automatically moves a work order from the Draft state to Ready for Qualification when the Template field is populated.
Reassign Work Order Task

[wm_task]

Prevents task reassignment if the task has part requirements that are in a state of In transit.
RFD (approval qual both off) Work Order

[wm_order]

Automatically moves a work order from the Draft state to Ready when the Assigned to or Template field is populated.
Roll Up Changes Work Order Task

[wm_task]

Updates the work order status based on changes to the work order task.
Start Work Work Order

[wm_order]

Automatically moves a work order from the Ready state to Work In Progress.
Start Work(state flow business rule) Work Order Task

[wm_task]

Automatically moves a task to the Work in process state if the Actual Start Work field is populated.
State Change - After - Deprecated Work Order Task

[wm_task]

Ensures that the field service life cycle is followed. ServiceNow recommends not editing this business rule. This business rule is deprecated and is marked inactive for instances that are upgraded. This business rule is not installed for new instances.
State Change - Before Work Order Task

[wm_task]

Ensures that the field service life cycle is followed. ServiceNow recommends not editing this business rule. This business rule is deprecated and is marked inactive for instances that are upgraded. This business rule is not installed for new instances.
Transition - Cancel Work Order

[wm_order]

Ensures that the field service life cycle is followed. ServiceNow recommends not editing this business rule.
Transition - PendingDispatchToAssign Work Order Task

[wm_task]

Ensures that the field service life cycle is followed.
Transition - StateChange - Deprecated Work Order

[wm_order]

Ensures that the field service life cycle is followed. ServiceNow recommends not editing this business rule. This business rule is deprecated and is marked inactive for instances that are upgraded. This business rule is not installed for new instances.