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            Create an Appointment Bundle Aggregation Policy

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            Create an Appointment Bundle Aggregation Policy

            Use the default aggregation policies, or create policies to determine when and how bundle member service appointments update the bundle service appointment fields. And you can create multiple aggregation policies for each bundle policy. Each aggregation policy controls how one bundle service appointment field is populated.

            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.
            User Permissions Needed
            To create items: Customize Application
            1. If your service appointments have custom fields, make sure to give the fields read and edit access. See Appointment Bundling Limitations.
              1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
              2. Click Field Service Integration.
              3. Click Object Settings.
              4. Click Service Appointment.
              5. For each custom field, select Read Access and Edit Access.
            2. In the Appointment Bundle Policy, go to the Related tab.
            3. In the Appointment Bundle Aggregation Policies panel, click New.
            4. Under Information:
              1. Give the policy a unique name.
              2. To set the order that triggers this aggregation, in Aggregation Order, enter a unique number. For example, enter 1 to trigger this policy first.
              3. In Recordset Filter Criteria, enter a recordset filter criteria to aggregate the bundle members. You can aggregate only the service appointments that meet this criteria.
              4. If you don’t want this aggregation policy to apply to bundle members that are added after the bundle is created, select Aggregate only when the bundle is created.
            5. Under Aggregation Settings:
              1. In the Bundle’s Target Field, select a bundle service appointment field. This field is populated by the aggregation. The fields in the list are service appointment fields, not work order fields. The only exception is Skill Requirements, which is a work order field.
                Don’t configure the Status field in an aggregation policy. Use the Appointment Bundle Config to control how the Status field behaves.
                If you select a formula field in the Source Field, select a matching field type in the Bundle’s Target Field.
              2. Select an aggregation action that works with the type of field selected for the bundle’s target field.
              3. Complete the remaining fields according to the type of field selected for the bundle’s target field.
            6. Save your changes.

            Aggregation Configurations

            You can create a custom aggregation for any bundle service appointment field.

            Aggregation Field Type—Boolean

            Aggregation Actions Fields to Populate Result
            Apply OR operation Source Field If the selected bundle member field’s value for any bundle members is set to true, set the selected bundle field’s value to true. If not, set it to false.
            Apply AND operation Source Field If the selected bundle member field’s value for all bundle members is set to true, set the selected bundle field’s value to true. If not, set it to false.
            Set constant value Constant Value—Enter True or False Ignore the values of the bundle member’s field, and set the selected bundle’s field to this value (true or false).
            Has at least one bundle member in filter criteria Recordset Filter Criteria If at least one bundle member meets the recordset filter criteria, set the selected bundle’s field value to true. If not, set it to false.

            Aggregation Field Type—Date

            Aggregation Actions Fields to Populate Result
            Find earliest Source Field Find the bundle member that has the earliest date, and enter this date in the selected bundle field.
            Find latest Source Field Find the bundle member that has the latest date in the selected bundle member field, and enter this date in the selected bundle field.
            Set constant value Constant Date Value—Select Null, Now, End of Day, or Start of Day Ignore the values of the bundle member’s field, and set the selected bundle’s field to this constant value (Null, Now, End of Day, or Start of Day).
            Sum based on bundle fields
            • Source Field
            • Constant Value—in hours

            OR

            • Source Field
            • Additional Source Field (must be a numeric field in hours)

            Take the selected bundle field’s value, add the constant value, and enter this date in the selected bundle field.

            OR

            Take the selected bundle field’s value, add the additional bundle field’s value, and enter this date in the selected bundle field.
            Subtract based on bundle fields
            • Source Field
            • Constant Value—in hours

            OR

            • Source Field
            • Additional Source Field (must be a numeric field in hours)

            Take the selected bundle field’s value, subtract the entered constant value, and enter this date in the selected bundle field.

            OR

            Take the selected bundle field’s value, subtract the additional bundle field’s value, and enter this date in the selected bundle field.

            Aggregation Field Type—Lookup

            Aggregation Actions Fields to Populate Result
            Find minimum Source Field Find the bundle member that has the lowest ID, and enter this value in the selected bundle field.
            Find maximum Source Field Find the bundle member that has the highest ID, and enter this value in the selected bundle field.
            Set constant value Constant Value—Enter an ID Enter this ID in the selected bundle’s field.
            Note
            Note Unsupported lookup fields don’t appear in the list of fields for selection.

            Aggregation Field Type—Numeric

            Aggregation Actions Fields to Populate Result
            Find minimum Source Field Find the bundle member that has the lowest numeric value, and enter this value in the selected bundle field.
            Find maximum Source Field Find the bundle member that has the highest numeric value, and enter this value in the selected bundle field.
            Set constant value Constant Value Ignore the values of the bundle member’s field, and enter this constant value in the selected bundle’s field.

            Set downscaled duration

            You can apply this action to any numeric field, not just duration fields.
            • Sort the bundle members according to the selected source field in the direction defined in the Downscale Sorting Direction field.
            • Take the bundle members in the range defined by the From Bundle Member Number and To Bundle Member Number fields (in the Appointment Bundle Aggregation Duration Downscales form).
            • Calculate the reduction applied to each bundle member according to the Percentage of Reduction field.
            • For each bundle member, compare the result to the Max Reduction field.
              • If the max reduction is higher, reduce the result of the Percentage of Reduction calculation from the duration of the bundle member.
              • If the max reduction is lower, reduce the value of the Max Reduction field from the duration of the bundle member.
            • If you have defined additional Aggregation Duration Downscaling forms, also consider them.
            • Sum the results of all the calculated durations of the bundle members.
            • Compare the calculated bundle duration result to the value entered in the Maximum Bundle Duration field. If the maximum bundle duration is lower, use this value.
            Subtract based on bundle fields
            • Source Field
            • Constant Value

            OR

            • Source Field
            • Additional Source Field (must be a numeric field in hours)

            Take the selected bundle field’s value, subtract the entered constant value, and enter this number in the selected bundle field.

            OR

            Take the selected bundle field’s value, subtract the additional bundle field’s value, and enter this number in the selected bundle field.
            Sum based on bundle fields
            • Source Field
            • Constant Value

            OR

            • Source Field
            • Additional Source Field (must be a numeric field in hours)

            Take the selected bundle field’s value, add the entered constant value, and enter this number in the selected bundle field.

            OR

            Take the selected bundle field’s value, add the additional bundle field’s value, and enter this number in the selected bundle field.
            Sum based on bundle members
            • Source Field
            • (Optional) Constant Value

            Sum the values of the selected bundle member field, and enter this number in the selected bundle field.

            OR

            Add the constant value to each bundle member’s field value, sum the values, and enter this number in the selected bundle field.

            Count Bundle Members in Filter Criteria Recordset Filter Criteria Count how many bundle members answer the recordset filter criteria, and enter this number in the selected bundle field.

            Aggregation Field Type—Picklist

            Aggregation Actions Fields to Populate Result
            Find minimum Source Field Find the bundle member that has the lowest alphabetic or numeric value, and enter this value in the selected bundle field.
            Find maximum Source Field Find the bundle member that has the highest alphabetic or numeric value, and enter this value in the selected bundle field.
            Set constant value Constant value—According to the values in this field’s picklist Use the entered constant value for the selected bundle field’s value.

            Aggregation Field Type—Picklist-Multi

            Aggregation Actions Fields to Populate Result
            Clear value — Leave the selected bundle’s field empty.
            Intersect Source Field Take only the values from the bundle member field that appear in all of the bundle members, and list them in the bundle’s field.
            Unite Source Field Take all the values from the bundle member’s field and list them in the bundle’s field.

            Aggregation Field Type—Skills, Bundle’s Target Field—Skill Requirements

            Aggregation Actions Fields to Populate Result
            Clear value — Leave the selected bundle’s field empty.
            Intersect —

            Take only the skills that appear in all the bundle members, and list them in the bundle’s field.

            The level for each skill is taken from the bundle member with the lowest level. Null is considered the lowest level.
            Unite —

            Take all the skills from the bundle members and list them in the bundle’s field.

            The level for each skill is taken from the bundle member with the lowest level. Null is considered the lowest level.
            Note
            Note If the skills are updated in a bundle member service appointment after the bundle is created, the skills aren’t aggregated to the bundle service appointment. Update the bundle service appointment’s skills manually.

            Aggregation Field Type—String

            Aggregation Actions Fields to Populate Result
            Find minimum Source Field Find the bundle member that has the lowest alphabetic value, and enter this value in the selected bundle field.
            Find maximum Source Field Find the bundle member that has the highest alphabetic value, and enter this value in the selected bundle field.
            Set constant value Constant Value Enter this constant value in the selected bundle’s field.
            Sum based on bundle members
            • Source Field
            • (Optional) Allow the same value to appear more than once

            List the values of the selected bundle member field in the selected bundle field. To allow the same value to appear more than once, select Allow the same value to appear more than once.

            Appointment Bundling Limitations:

            • Make sure that the length of the string field can contain enough values to populate the bundle service appointment field. From Setup, open the Object Manager. Click Service Appointment, and then click Fields & Relationships. Edit the length under Text Options.
            • If you select to allow the same value to appear more than once, make sure that the field’s configuration settings support it. From Setup, open the Object Manager. Click Service Appointment, and then click Fields & Relationships. Edit the relevant field, and deselect Do not allow duplicate values.
            Sum based on bundle fields
            • Source Field
            • Additional Source Field

            OR

            • Constant Value
            • Additional Source Field

            Take the selected bundle field value, add the additional bundle field value, and enter this value in the selected bundle field.

            OR

            Take the entered constant value, add the additional bundle field value, and enter this value in the selected bundle field.

            See Also

             
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