ApptBundleAggrPolicy

Policy that defines how the property values of the bundle members are aggregated and assigned to the bundle. This object is available in API version 54.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

Field Service must be enabled.
Bundling must be enabled in the Field Service Settings.
The Field Service Admin, Field Service Bundle for Dispatcher, and Field Service Integration permission sets must be enabled.

Fields

Field	Details
AggregationAction	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The aggregation action to be performed. Possible values are: All default and custom Service Appointment fields.
AggregationFieldType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The target field type in the bundle to which the aggregation is directed. Possible values are: `Boolean` `Date` `Numeric` `Picklist` `Picklist-Multi` `Skills` `String`
AggregationOrder	Type int Properties Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update Description The order the aggregation is triggered.
BundleFieldName	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Name of the target field in the bundle where the value is taken from the bundle member. Possible values are: All default and custom Service Appointment fields.
BundleMemberAddiFieldName	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Name of an additional source field that is connected to the initial source field in the bundle member from which the value is taken. Possible values are: All default and custom Service Appointment fields.
BundleMemberFieldName	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Name of the source field in the bundle member from which the value is taken. Possible values are: All default and custom Service Appointment fields.
BundlePolicyId	Type reference Properties Create, Filter, Group, Sort Description ID of the parent bundle policy. This is a relationship field. Relationship Name BundlePolicy Relationship Type Lookup Refers To ApptBundlePolicy
ConstantValue	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The constant value that is used in the aggregation.
DateValue	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Represents how the date value will be determined. Possible values are: `End of Day` `Now` `Null` `Start of Day`
DoesAllowDuplicateStrings	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates if you want to allow the same string to appear more than once when using the 'Sum based on Bundle Members' action type.
DownscaleSortDirection	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Applies only if the Set Downscaled Duration action is set. The downscaling sorting direction of the bundle member service appointments, according to their duration. Possible values are: `Ascending` `Descending`
FilterCriteriaId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The active recordset filter criteria used for aggregating the bundle members. This is a relationship field. Relationship Name FilterCriteria Relationship Type Lookup Refers To RecordsetFilterCriteria
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record, a record related to this record, or a list view.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last viewed this record or list view. If this value is null, the user might have only accessed this record or list view (LastReferencedDate) but not viewed it.
MaxBundleDuration	Type int Properties Create, Filter, Group, Nillable, Sort, Update Description The maximum bundle duration that can be accumulated from the bundle members (after downscaling).
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the appointment bundle aggregation policy.
ShouldUpdateOnCreationOnly	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates if you want to update the field in the bundle only when it is created.

Object Reference for the Salesforce Platform

ApptBundleAggrPolicy

Supported Calls

Special Access Rules

Fields