Video Shorts: Dynamic Task Bundling
foreign [Music] to set up bundling we need to Define our policies our rules and our schedules as found in Dynamic bundle Administration while there are many further details to show they wouldn't fit into a three-minute demo so this is pretty high level first let's look at the default policy within the policy we can Define the minimum and maximum number of Records to be bundled we could also Define the maximum duration for each bundle that gets created underneath we've created a series of rules we've delivered these rules the most obvious one is for tasks at the same location but consider tasks in the same territory or those that require a specific piece of equipment like a lift truck or a drone let's drill in on the rule for tasks that are at the same location within the next 30 days so that we can see the conditions that have been defined here we can see the grouping conditions that have been created that are specific to this one rule you can get very granular in those conditions next we need to define the schedule for the frequency to execute and create bundles what is the recurring intervals for this are we running it daily hourly Etc finally you can Define qualifiers including assignment groups and territories against which we run the policy now when I click bundle now all the rules will be executed and if we've created a schedule bundling will be executed in the background however when I click bundle now I can see a log of what was actually executed here I can see the bundles that have been created this first bundle was created with eight tasks while another bundle below has been created containing 10 tasks that's what happens when the bundles scheduled or when we click bundle now however we can also invoke Dynamic bundling when we Select Auto assign to apply active and eligible bundling rules and here we can see the result in real time
https://www.youtube.com/watch?v=nIHVoXKV4h4