General informations
Name:
Label: Appointment Bundle Aggregation Policy
Type: Standard Object
Deployed:
Fields (24)
| Name | Label | Type | Description |
|---|---|---|---|
| Id | Appointment Bundle Aggregation Policy ID | ID | |
| IsDeleted | Deleted | CHECKBOX | |
| Name | Name | TEXT(255) | |
| CreatedDate | Created Date | DATETIME | |
| CreatedById | Created By ID | LOOKUP | |
| LastModifiedDate | Last Modified Date | DATETIME | |
| LastModifiedById | Last Modified By ID | LOOKUP | |
| SystemModstamp | System Modstamp | DATETIME | |
| LastViewedDate | Last Viewed Date | DATETIME | |
| LastReferencedDate | Last Referenced Date | DATETIME | |
| BundlePolicyId | Appointment Bundle Policy ID | MASTER-DETAIL | |
| BundleFieldName | Bundle’s Target Field | PICKLIST | |
| BundleMemberFieldName | Source Field | PICKLIST | |
| BundleMemberAddiFieldName | Additional Source Field | PICKLIST | |
| ShouldUpdateOnCreationOnly | Aggregate only when the bundle is created | CHECKBOX | |
| FilterCriteriaId | Recordset Filter Criteria ID | LOOKUP | |
| DownscaleSortDirection | Downscale Sorting Direction | PICKLIST | |
| AggregationOrder | Aggregation Order | AUTO NUMBER | |
| ConstantValue | Constant Value | TEXT(255) | |
| DateValue | Constant Date Value | PICKLIST | |
| MaxBundleDuration | Maximum Bundle Duration | AUTO NUMBER | |
| DoesAllowDuplicateStrings | Allow the same value to appear more than once | CHECKBOX | |
| AggregationFieldType | Aggregation Field Type | PICKLIST | |
| AggregationAction | Aggregation Action | PICKLIST |
Fields Details (24)
| Name | Id |
| Label | Appointment Bundle Aggregation Policy ID |
| Type | ID |
| Required | Yes |
| Name | IsDeleted |
| Label | Deleted |
| Type | CHECKBOX |
| Required | Yes |
| Default value | false |
| Name | Name |
| Label | Name |
| Type | TEXT(255) |
| Required | Yes |
| Help Text | Enter a unique name. |
| Name | CreatedDate |
| Label | Created Date |
| Type | DATETIME |
| Required | Yes |
| Name | CreatedById |
| Label | Created By ID |
| Type | LOOKUP |
| Foreign key | Yes |
| Required | Yes |
| Name | LastModifiedDate |
| Label | Last Modified Date |
| Type | DATETIME |
| Required | Yes |
| Name | LastModifiedById |
| Label | Last Modified By ID |
| Type | LOOKUP |
| Foreign key | Yes |
| Required | Yes |
| Name | SystemModstamp |
| Label | System Modstamp |
| Type | DATETIME |
| Required | Yes |
| Name | LastViewedDate |
| Label | Last Viewed Date |
| Type | DATETIME |
| Name | LastReferencedDate |
| Label | Last Referenced Date |
| Type | DATETIME |
| Name | BundlePolicyId |
| Label | Appointment Bundle Policy ID |
| Type | MASTER-DETAIL |
| Foreign key | Yes |
| Required | Yes |
| Name | BundleFieldName |
| Label | Bundle’s Target Field |
| Type | PICKLIST |
| Help Text | Select a bundle service appointment field. The value is pulled from the bundle member service appointment. |
| Picklist values | ServiceAppointment.ActualDuration ServiceAppointment.ActualEndTime ServiceAppointment.ActualStartTime ServiceAppointment.AdditionalInformation ServiceAppointment.IsAnonymousBooking ServiceAppointment.ApptBookingInfoUrl ServiceAppointment.AppointmentCategoryId ServiceAppointment.FSL__Appointment_Grade__c ServiceAppointment.AppointmentMode ServiceAppointment.AppointmentReasonId ServiceAppointment.AppointmentType ServiceAppointment.ArrivalWindowEndTime ServiceAppointment.ArrivalWindowStartTime ServiceAppointment.AssociatedProduct ServiceAppointment.AttendeeLimit ServiceAppointment.FSL__Auto_Schedule__c ServiceAppointment.CancellationReason ServiceAppointment.CheckedInTime ServiceAppointment.City ServiceAppointment.Comments ServiceAppointment.Country ServiceAppointment.CountryCode ServiceAppointment.CreatedDate ServiceAppointment.Description ServiceAppointment.DueDate ServiceAppointment.Duration ServiceAppointment.DurationInMinutes ServiceAppointment.DurationType ServiceAppointment.EarliestStartTime ServiceAppointment.FSL__Emergency__c ServiceAppointment.EngagementChannelTypeId ServiceAppointment.FSL__GanttColor__c ServiceAppointment.FSL__Gantt_Display_Date__c ServiceAppointment.FSL__GanttIcon__c ServiceAppointment.FSL__GanttLabel__c ServiceAppointment.GeocodeAccuracy ServiceAppointment.GroupAppointmentAccessType ServiceAppointment.FSL__InJeopardy__c ServiceAppointment.FSL__InJeopardyReason__c ServiceAppointment.FSL__IsFillInCandidate__c ServiceAppointment.FSL__IsMultiDay__c ServiceAppointment.LastModifiedDate ServiceAppointment.FSL__Last_Updated_Epoch__c ServiceAppointment.Latitude ServiceAppointment.Longitude ServiceAppointment.FSL__MDS_Calculated_length__c ServiceAppointment.FSL__MDT_Operational_Time__c ServiceAppointment.IsOffsiteAppointment ServiceAppointment.FSL__Pinned__c ServiceAppointment.FSL__Prevent_Geocoding_For_Chatter_Actions__c ServiceAppointment.FSL__Related_Service__c ServiceAppointment.FSL__Same_Day__c ServiceAppointment.FSL__Same_Resource__c ServiceAppointment.FSL__Duration_In_Minutes__c ServiceAppointment.SchedEndTime ServiceAppointment.SchedStartTime ServiceAppointment.FSL__Schedule_Mode__c ServiceAppointment.FSL__Schedule_over_lower_priority_appointment__c ServiceAppointment.FSL__Scheduling_Policy_Used__c ServiceAppointment.ServiceNote SkillRequirements ServiceAppointment.SourceSystem ServiceAppointment.SourceSystemIdentifier ServiceAppointment.SourceSystemResponse ServiceAppointment.State ServiceAppointment.StateCode ServiceAppointment.Status ServiceAppointment.StatusCategory ServiceAppointment.StatusReason ServiceAppointment.Street ServiceAppointment.Subject ServiceAppointment.ServiceTerritoryId ServiceAppointment.FSL__Time_Dependency__c ServiceAppointment.FSL__UpdatedByOptimization__c ServiceAppointment.FSL__Use_Async_Logic__c ServiceAppointment.FSL__Virtual_Service_For_Chatter_Action__c ServiceAppointment.PostalCode |
| Name | BundleMemberFieldName |
| Label | Source Field |
| Type | PICKLIST |
| Help Text | The source field comes from the bundle member service appointment. If you select the aggregation action Sum Based on Bundle Fields or Subtract Based on Bundle Fields, the source field comes from the bundle service appointment. |
| Picklist values | ServiceAppointment.ActualDuration ServiceAppointment.ActualEndTime ServiceAppointment.ActualStartTime ServiceAppointment.AdditionalInformation ServiceAppointment.IsAnonymousBooking ServiceAppointment.ApptBookingInfoUrl ServiceAppointment.AppointmentCategoryId ServiceAppointment.FSL__Appointment_Grade__c ServiceAppointment.AppointmentMode ServiceAppointment.AppointmentReasonId ServiceAppointment.AppointmentType ServiceAppointment.ArrivalWindowEndTime ServiceAppointment.ArrivalWindowStartTime ServiceAppointment.AssociatedProduct ServiceAppointment.AttendeeLimit ServiceAppointment.FSL__Auto_Schedule__c ServiceAppointment.CancellationReason ServiceAppointment.CheckedInTime ServiceAppointment.City ServiceAppointment.Comments ServiceAppointment.Country ServiceAppointment.CountryCode ServiceAppointment.CreatedDate ServiceAppointment.Description ServiceAppointment.DueDate ServiceAppointment.Duration ServiceAppointment.DurationInMinutes ServiceAppointment.DurationType ServiceAppointment.EarliestStartTime ServiceAppointment.FSL__Emergency__c ServiceAppointment.EngagementChannelTypeId ServiceAppointment.FSL__GanttColor__c ServiceAppointment.FSL__Gantt_Display_Date__c ServiceAppointment.FSL__GanttIcon__c ServiceAppointment.FSL__GanttLabel__c ServiceAppointment.GeocodeAccuracy ServiceAppointment.GroupAppointmentAccessType ServiceAppointment.FSL__InJeopardy__c ServiceAppointment.FSL__InJeopardyReason__c ServiceAppointment.FSL__IsFillInCandidate__c ServiceAppointment.FSL__IsMultiDay__c ServiceAppointment.LastModifiedDate ServiceAppointment.FSL__Last_Updated_Epoch__c ServiceAppointment.Latitude ServiceAppointment.Longitude ServiceAppointment.FSL__MDS_Calculated_length__c ServiceAppointment.FSL__MDT_Operational_Time__c ServiceAppointment.IsOffsiteAppointment ServiceAppointment.FSL__Pinned__c ServiceAppointment.FSL__Prevent_Geocoding_For_Chatter_Actions__c ServiceAppointment.FSL__Related_Service__c ServiceAppointment.FSL__Same_Day__c ServiceAppointment.FSL__Same_Resource__c ServiceAppointment.FSL__Duration_In_Minutes__c ServiceAppointment.SchedEndTime ServiceAppointment.SchedStartTime ServiceAppointment.FSL__Schedule_Mode__c ServiceAppointment.FSL__Schedule_over_lower_priority_appointment__c ServiceAppointment.FSL__Scheduling_Policy_Used__c ServiceAppointment.ServiceNote ServiceAppointment.SourceSystem ServiceAppointment.SourceSystemIdentifier ServiceAppointment.SourceSystemResponse ServiceAppointment.State ServiceAppointment.StateCode ServiceAppointment.Status ServiceAppointment.StatusCategory ServiceAppointment.StatusReason ServiceAppointment.Street ServiceAppointment.Subject ServiceAppointment.ServiceTerritoryId ServiceAppointment.FSL__Time_Dependency__c ServiceAppointment.FSL__UpdatedByOptimization__c ServiceAppointment.FSL__Use_Async_Logic__c ServiceAppointment.FSL__Virtual_Service_For_Chatter_Action__c ServiceAppointment.PostalCode |
| Name | BundleMemberAddiFieldName |
| Label | Additional Source Field |
| Type | PICKLIST |
| Help Text | The additional source field comes from the bundle member service appointment. If you select the aggregation action Sum Based on Bundle Fields or Subtract Based on Bundle Fields, the additional source field comes from the bundle service appointment. |
| Picklist values | ServiceAppointment.ActualDuration ServiceAppointment.ActualEndTime ServiceAppointment.ActualStartTime ServiceAppointment.AdditionalInformation ServiceAppointment.IsAnonymousBooking ServiceAppointment.ApptBookingInfoUrl ServiceAppointment.AppointmentCategoryId ServiceAppointment.FSL__Appointment_Grade__c ServiceAppointment.AppointmentMode ServiceAppointment.AppointmentReasonId ServiceAppointment.AppointmentType ServiceAppointment.ArrivalWindowEndTime ServiceAppointment.ArrivalWindowStartTime ServiceAppointment.AssociatedProduct ServiceAppointment.AttendeeLimit ServiceAppointment.FSL__Auto_Schedule__c ServiceAppointment.CancellationReason ServiceAppointment.CheckedInTime ServiceAppointment.City ServiceAppointment.Comments ServiceAppointment.Country ServiceAppointment.CountryCode ServiceAppointment.CreatedDate ServiceAppointment.Description ServiceAppointment.DueDate ServiceAppointment.Duration ServiceAppointment.DurationInMinutes ServiceAppointment.DurationType ServiceAppointment.EarliestStartTime ServiceAppointment.FSL__Emergency__c ServiceAppointment.EngagementChannelTypeId ServiceAppointment.FSL__GanttColor__c ServiceAppointment.FSL__Gantt_Display_Date__c ServiceAppointment.FSL__GanttIcon__c ServiceAppointment.FSL__GanttLabel__c ServiceAppointment.GeocodeAccuracy ServiceAppointment.GroupAppointmentAccessType ServiceAppointment.FSL__InJeopardy__c ServiceAppointment.FSL__InJeopardyReason__c ServiceAppointment.FSL__IsFillInCandidate__c ServiceAppointment.FSL__IsMultiDay__c ServiceAppointment.LastModifiedDate ServiceAppointment.FSL__Last_Updated_Epoch__c ServiceAppointment.Latitude ServiceAppointment.Longitude ServiceAppointment.FSL__MDS_Calculated_length__c ServiceAppointment.FSL__MDT_Operational_Time__c ServiceAppointment.IsOffsiteAppointment ServiceAppointment.FSL__Pinned__c ServiceAppointment.FSL__Prevent_Geocoding_For_Chatter_Actions__c ServiceAppointment.FSL__Related_Service__c ServiceAppointment.FSL__Same_Day__c ServiceAppointment.FSL__Same_Resource__c ServiceAppointment.FSL__Duration_In_Minutes__c ServiceAppointment.SchedEndTime ServiceAppointment.SchedStartTime ServiceAppointment.FSL__Schedule_Mode__c ServiceAppointment.FSL__Schedule_over_lower_priority_appointment__c ServiceAppointment.FSL__Scheduling_Policy_Used__c ServiceAppointment.ServiceNote ServiceAppointment.SourceSystem ServiceAppointment.SourceSystemIdentifier ServiceAppointment.SourceSystemResponse ServiceAppointment.State ServiceAppointment.StateCode ServiceAppointment.Status ServiceAppointment.StatusCategory ServiceAppointment.StatusReason ServiceAppointment.Street ServiceAppointment.Subject ServiceAppointment.ServiceTerritoryId ServiceAppointment.FSL__Time_Dependency__c ServiceAppointment.FSL__UpdatedByOptimization__c ServiceAppointment.FSL__Use_Async_Logic__c ServiceAppointment.FSL__Virtual_Service_For_Chatter_Action__c ServiceAppointment.PostalCode |
| Name | ShouldUpdateOnCreationOnly |
| Label | Aggregate only when the bundle is created |
| Type | CHECKBOX |
| Required | Yes |
| Name | FilterCriteriaId |
| Label | Recordset Filter Criteria ID |
| Type | LOOKUP |
| Foreign key | Yes |
| Help Text | Enter the recordset filter criteria used to aggregate the bundle members. You can aggregate only service appointments that meet this criteria. |
| Name | DownscaleSortDirection |
| Label | Downscale Sorting Direction |
| Type | PICKLIST |
| Help Text | Applies only if the Set Downscaled Duration action is set. Select the downscaling sorting direction of the bundle member service appointments, according to their duration. |
| Picklist values | Ascending Descending |
| Name | AggregationOrder |
| Label | Aggregation Order |
| Type | AUTO NUMBER |
| Help Text | Set the order to trigger the aggregation. For example, enter 1 to trigger this policy first. |
| Name | ConstantValue |
| Label | Constant Value |
| Type | TEXT(255) |
| Name | DateValue |
| Label | Constant Date Value |
| Type | PICKLIST |
| Help Text | Applies only if date aggregations require a constant date value. |
| Picklist values | Null End of Day Now Start of Day |
| Name | MaxBundleDuration |
| Label | Maximum Bundle Duration |
| Type | AUTO NUMBER |
| Help Text | Applies to downscaling aggregations only. Enter the maximum bundle duration, in minutes, calculated from the sum of bundle members after downscaling. |
| Name | DoesAllowDuplicateStrings |
| Label | Allow the same value to appear more than once |
| Type | CHECKBOX |
| Required | Yes |
| Help Text | Valid only if Sum Based on Bundle Members is selected for the Aggregation Action. |
| Name | AggregationFieldType |
| Label | Aggregation Field Type |
| Type | PICKLIST |
| Help Text | Select the bundle service appointment’s field type. The value is filled via the aggregation. |
| Picklist values | Boolean Date Numeric Picklist Picklist-Multi Skills String Lookup |
| Name | AggregationAction |
| Label | Aggregation Action |
| Type | PICKLIST |
| Help Text | Select an action that can be used with the Bundle Field Name. For help, check the documentation. |
| Picklist values | Apply AND operation Apply OR operation Clear value Count Bundle Members in Filter Criteria Find earliest Find latest Find maximum Find minimum Has at least one Bundle Member in Filter Criteria Intersect Set constant value Set downscaled duration Subtract based on Bundle fields Sum based on Bundle fields Sum based on Bundle Members Unite |
Parents relationships(12)
Children relationships(4)
| Name | Parent object | Child object | Parent object field | Child object field |
|---|---|---|---|---|
| CreatedBy | User | ApptBundleAggrPolicy |
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| LastModifiedBy | User | ApptBundleAggrPolicy |
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| BundlePolicy | ApptBundlePolicy | ApptBundleAggrPolicy |
|
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| FilterCriteria | RecordsetFilterCriteria | ApptBundleAggrPolicy |
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Object User-defined metadata (0)
| Label | Value |
|---|