Create a task ordering rule

Create one or more task ordering rules to prioritize the list of tasks identified by the task filters.

Before you begin

Role required: admin

About this task

Dynamic scheduling evaluates the task ordering rules based on the values in the Execution Order field. The ordering rule with the lowest value determines the initial task order. For example, you can create a task ordering rule that sorts tasks based on the assigned Priority and orders the P1 tasks first followed by P2 tasks, P3 tasks, and so on. The ordering rule with the next lowest value determines an additional order for a subset of tasks within the initial task list. For example, sort all P1 tasks by SLA due date. Create any number of task ordering rules to determine how tasks are ordered for dynamic scheduling.

Rules are evaluated in the execution order. Dynamic scheduling goes to the rule with the next highest execution order only when task values are equal for the current rule.

You can create two types of task ordering rules: simple and advanced.
  • A simple rule sorts tasks based on one selected field from the task table and either an ascending or descending sort order
  • An advanced rule sorts tasks based on selections from two different tables, the task table and any other table that contains the desired information. Connecting Task Field?

The Priority Based Ordering rule is provided with the Dynamic Scheduling plugin. This rule uses the Priority field and the a to z sort order to determine the order of the tasks to be scheduled. You can modify this task and create additional tasks as needed.

Procedure

  1. Navigate to Field Service > Administration > Dynamic Scheduling Configuration.
  2. In the Task Ordering Rules related list, click New.
  3. Fill in the fields on the Task Ordering Rule form, as necessary.
    Table 1. Task Ordering Rule form
    Field Description
    Name The task ordering rule name.
    Execution Order The order in which this rule is evaluated.
    Dynamic Scheduling Config The dynamic scheduling configuration to which this ordering rule applies.
    Advanced Enable this check box to create an advanced task ordering rule. When enabled, the Task Field, Task Table, Connecting Task Field, and Aggregate Function fields are displayed.
    Sort Table The table that contains the tasks to be sorted.
    Sort Field The field on which the tasks are sorted.
    Sort Order The order in which the tasks are sorted, either ascending (a to z) or descending (z to a).
    Task Field The field on which the tasks are sorted.
    Task Table For an advanced ordering rule, this field displays the table that contains the tasks to be sorted.
    Connecting Task Field
    Aggregate Function The aggregate function to apply when there are multiple rows for a task.
    • MIN
    • MAX
    • COUNT
    • SUM
  4. Click Submit.