Create a marketplace engagement method
Create a marketplace engagement method to specify how contractors respond to requests.
Before you begin
Role required: sn_mktplace_core.mktplace_admin
About this task
Marketplace engagement methods determine the criteria that contractors can respond to for requests. Field Service Marketplace comes installed with following methods:
| Engagement method | Description |
|---|---|
| Task acceptance | The task acceptance engagement method closes the request after the set duration. Participants can either accept or reject requests. |
| Time and cost based | The time and cost based engagement method closes after the set duration and enable participants to share time or cost estimates for the request. |
| Cost based | The cost based engagement method allows participants to respond with cost details for the request. The Request is progressively pushed based on acceptance or specified wait duration, whichever occurs first. |
| Auto-assign on acceptance | The Auto-assign on acceptance engagement method closes the request and auto-assigns it once an eligible contractor accepts the request. |
Procedure
Navigate to All > System Definition > Tables.
In the Search field, enter marketplace_engagement_method.
Select Marketplace engagement method.
Select Show List.
Select New.
In the form, fill in the fields:
| Field | Description |
|---|---|
| Name | Name of the engagement method. |
| Description | Description of the engagement method. |
| Lead time | Time after which the marketplace request is ready for responses |
| Progressive push | Using contractor ranking, incrementally pushes request to marketplace participants in numerical order based on specified wait duration. If the contractor does not respond or accept within a specified time frame, the request is shared automatically to the next ranked candidate. This process continues sequentially down the ranking list until it is shared with all contractors. |
| Wait duration | Default time period to wait for acceptance before request is made visible to the next marketplace participant.This is applicable when progressive push is set to true. |
| Duration | Duration the request remains active for. |
| Close condition | The condition that closes the request. |
| Active | Determines whether this method is active or inactive. |
| Allow sharing estimates | Determines whether participants can share their cost or time estimate for the request. |
| Mandate cost estimate | Determines whether participants are required to provide cost estimate. |
| Mandate time estimate | Determines whether participants are required to provide time estimate. |
| Response evaluation flow | This sets the criteria for assessing contractor responses. This subflow evaluates the responses received from fulfillers and takes a single response as input then performs the necessary calculations based on it.Any value entered into Response evaluation flow should be a subflow. Note: The subflow should accept only response as an input. There are two default option for Response evaluation flow:
|
- Select Submit.