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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Run a task bundling policy manually

Dynamic task bundling policies can be manually run from the policy record with Field Service Task Bundling.

Before you begin

A policy must have the following requirements to be run manually:

  • Valid rules
  • Valid qualifiers

Role required: wm_admin

Procedure

  1. Navigate to All > Field Service > Dynamic Bundling Administration > Policies.

  2. Select an existing policy.

  3. Select Bundle Now.