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            Group Nearby Field Service Appointments

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            Group Nearby Field Service Appointments

            One way to minimize travel time or gaps between appointments in Field Service is to use the Group Nearby Appointments action on a service appointment. This feature unschedules appointments scheduled for later that day and replaces them with appointments that are close in location to the source appointment. The Group Nearby Appointments feature isn’t available when using Enhanced Scheduling and Optimization.

            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.

            Enhanced Scheduling and Optimization uses newer and more powerful features, including, Resource Schedule Optimization, In-Day Optimization, and Appointment Bundler.

            Customize Appointment Grouping Settings

            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 Group Nearby Appointments, configure the following settings.
            Setting Description
            Service Appointment candidate Boolean field Select any standard or custom checkbox field, including formula fields. This field must be selected (set to True) for an appointment to be a candidate in appointment grouping.
            Work Order candidate Boolean field Select any standard or custom checkbox field, including formula fields. If a service appointment’s parent record is a work order, this field must be selected (set to True) for the appointment to be a candidate in appointment grouping.
            Work Order Line Item candidate Boolean field Select any standard or custom checkbox field, including formula fields. If a service appointment’s parent record is a work order line item, this field must be selected (set to True) for the appointment to be a candidate in appointment grouping.
            Max appointments to schedule When searching for nearby appointments, the scheduling engine ends its search after finding this many candidate appointments. The maximum is 50 appointments.
            Max runtime (seconds) The scheduling engine spends this many seconds searching for nearby service appointments. The maximum is 60 seconds. The search ends after either the max runtime or max appointments to schedule is reached.
            When attempting to schedule the unscheduled service after the nearby services
            • 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.
            When unable to arrange schedule
            • 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 Reschedule Service Appointments in Field Service.
            Radius for nearby appointments The radius around the originating service appointment, which determines the number of appointments affected by Group Nearby Appointments. The distance unit—kilometers or miles—is set on the Routing tab in the Scheduling section of Field Service Settings.

            After customizing your appointment grouping settings, right-click an appointment on the Gantt and select Group Nearby.

            Considerations

            • In order to run Group Nearby Appointments successfully, service appointments must have the same address as their parent work order.
            • Group Nearby Appointments uses the parent work orders' latitude and longitude values.
            • In Group Nearby Appointments, only unscheduled service appointments can be candidates.
            • Group Nearby Appointments only schedules appointments within the given day, which is the first day on the Gantt.
            • By default, the Is Fill In Candidate field on service appointments, work orders, and work order line items is selected. This means that all service appointments are considered as candidates when grouping appointments.
            • When a service appointment is scheduled by Group Nearby Appointments, the appointment’s Schedule Mode is set to Automatic.

            See Also

             
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