Map applications to Intelligent Task Recommendation policies

Map applications to task recommendation policies. Provide access to these policies within those applications.

Before you begin

Role required: admin, wm_admin, sn_task_recommend.task_rec_admin

About this task

By default, Dispatcher Workspace and Mobile are mapped to a task recommendation policy.

Procedure

1. Navigate to Field Service > Task Recommendation Administration > Task Recommendation Applicabilities.

2. Click New.

3. On the form, fill the fields.

   Field	Description
   Display Name	Display name of the recommendation application.
   Name	Name of the recommendation application.
   Table	Task table that is selected for the recommendation policy.
   Application module	Module of the application. This field is automatically set to Field Service Management.
   Active	Option to indicate whether the application is available for consideration when recommending work order tasks.
   Default task recommendation policy	The default task recommendation policy for this application.
   Application	Application that contains this record.

4. Click Submit.

Related topics

Assign work order tasks to agents using Intelligent Task Recommendation

Assign tasks to yourself based on Intelligent Task Recommendation