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Create a dynamic scheduling configuration

Create a dynamic scheduling configuration

Create a new dynamic scheduling configuration or modify the configuration provided with the Field Service Management application.

Before you begin

Role required: admin

About this task

Dynamic scheduling works with one selected task table, such as the Work Order Task [wm_task] table, which you select on the Dynamic Scheduling Configuration form. Then create task filters to identify specific lists of tasks, create task ordering rules, and define any task unassignment constraints.
Note: To use dynamic scheduling, select this task assignment method on the Field Service Configuration screen.

The Dynamic Scheduling Config for Work Order configuration is provided with the Dynamic Scheduling plugin. Modify this configuration to meet your needs or use it as an example for creating your own configuration.

Procedure

  1. Navigate to Field Service > Administration > Dynamic Scheduling Configuration.
    The Dynamic Scheduling Config For Work Order form is displayed.
  2. Select a table in the Task Table field.
    By default, this configuration uses the Work Order Task [wm_task] table. For Field Service Management, you can also select the Work Order [wm_order] table.
    Note: Dynamic scheduling can have only one configuration for each task table.
  3. If desired, disable the Un-assignment check box.
    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. This field is enabled by default.
    Note: If you disable the Un-assignment check box, the Un-Assignment Constraints related list is removed from the form.
  4. Click Update.