Create a task unassignment constraint

Define the constraints that prevent a task from being unassigned even if it is of lower importance based on the task ordering rules.

Before you begin

Role required: admin

About this task

Three task unassignment constraints are provided with the Dynamic Scheduling plugin.
  • Task with downstream: prevents a task from being unassigned if it has a downstream task.
  • Would breach SLA in the next 5 hours: prevents a task from being unassigned if the task SLA is due to expire within five hours.
  • Part sourced: prevents a task from being unassigned if one or more parts required for the task have already been sourced.

When the unassignment option is enabled, dynamic scheduling can unassign a previously assigned task in order to complete the assignment of a more important task. Task importance is determined by task ordering rules. If an unassigned task has downstream tasks, the downstream tasks are also unassigned and added to the queue. The system will take care of assignments correctly, as long as ordering rules are not defined in a way that conflicts with the task dependencies.

Procedure

  1. Navigate to Field Service > Administration > Dynamic Scheduling Configuration.
  2. In the Un-Assignment Constraints related list, click New.
  3. Click the lookup icon next to the Constraint field.
  4. In the Constraints list, click New.
  5. Fill in the fields on the Constraint form, as necessary.
    Table 1. Constraint form
    Field Description
    Name The constraint name.
    Task Table The task table to which this constraint applies.
    Type The type of constraint.
    • Simple: define a simple constraint by selecting a table, a task field, and one or more filter conditions.
    • Advanced: define an advanced constraint by creating a script.
    Constraint Table The table used to define a constraint on a task.
    Task Field The task field to which this constraint applies
    Constraint Condition When true, the selected condition prevents a task from being reassigned or unassigned.
    Constraint Script For an advanced constraint, create a script to define the constraint details.
  6. Click Submit.
    Returns you to the Un-Assignment Constraint form.
  7. Click Submit.
    Returns you to the configuration form and adds the constraint to the Un-Assignment Constraints related list.