Create custom recommendation criteria

Define recommendation criteria that policies can use to rank or evaluate tasks for agents.

Before you begin

Role required: admin, sn_task_recommend.task_rec_admin

About this task

Some predefined recommendation criteria are provided for you. For more information, see Predefined recommendation criteria.

Procedure

1. Navigate to All > Field Service > Task Recommendation Administration > Recommendation Criteria.

2. Click New.

3. On the form, fill in the fields.

   Field	Description
   Display Name	Display name of the recommendation criterion.
   Name	Name of the recommendation criterion.
   Prefetched table	The prefetched table selected for the recommendation criterion.
   Prefetched fields	Supporting prefetched fields from the prefetched table.
   Type	Type of the criterion, either filter or rank.
   Application	The application containing this record.
   Application module	The default value is Field Service Management.

4. In the Script field, enter the script that you want to run when recommending tasks to the agent.

   For example, the following script calculates the distance between the agent's current location and the task location.

   var distanceRule = new TaskRecommendationDistanceRuleProcessor(args); 
   var ruleProcessResult = distanceRule.processRule(user, tasks, timeStart, timeEnd, 'ranking'); 
   ruleResult = TaskRecommendationFSMUtil.parseRuleResult(ruleProcessResult, "Distance from task");
   

   For information about custom script requirements, see Providing a script for custom task recommendation criteria.

5. Click Submit.

Result

The recommendation criterion is created successfully, and sorted into either the Filtering Constraints or Ranking Criteria group based on the selected type.