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            Customize Fix Overlap Scheduling Settings

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            Customize Fix Overlap Scheduling Settings

            Customize how overlaps are fixed automatically in the Gantt. You can define how rescheduled appointments are assigned and the order in which to reschedule unscheduled appointments. You can also define what steps to take if a valid schedule isn’t found.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

            Package icon This is a Field Service managed package feature.

            1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. Then, click Scheduling | Dynamic Gantt.
            2. Under Fix Overlaps, configure the following settings.
            Setting Description
            When attempting to fix overlaps
            • Schedule to original resource only: Assign rescheduled appointments only to the original assigned resource.
            • Schedule to all resources: Consider all qualified service resources when rescheduling appointments.
            After unscheduling services reschedule them by Choose whether unscheduled appointments are rescheduled in order of priority or in the original schedule’s order.
            When unable to find a valid schedule for an appointment
            • Leave on Gantt and set In-jeopardy: If an appointment can’t be rescheduled without breaking work rules, leave the appointment in its original time slot with an In Jeopardy flag.
            • Unschedule the appointment(s): If an appointment can’t be rescheduled without breaking work rules, unschedule the appointment and remove it from the Gantt.
            • Reshuffle other assignments: If an appointment can’t be rescheduled without breaking work rules, use the Reshuffle action. This action reschedules appointments to favor high-priority appointments. To learn more, see Reshuffling Service Appointments in Field Service. If the Fix Overlaps feature is in use, the Reshuffle other assignments option is only partially supported for the setting: When unable to find a valid schedule for an appointment. If more than one appointment is dropped from the schedule during a Fix Overlaps operation, only one of the appointments is reshuffled.

            See Also

             
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