Create custom recommendation criteria

task australia Updated Sep 10, 2026 1 min read create-recommendation-criteria.md
Raw file servicenow.com

Define recommendation criteria that policies can use to rank or evaluate tasks for agents.

Before you begin

Role required: admin, sn_task_recommend.task_rec_admin

About this task

Some predefined recommendation criteria are provided for you. For more information, see Predefined recommendation criteria.

Procedure

  1. Navigate to All > Field Service > Task Recommendation Administration > Recommendation Criteria.

  2. Click New.

  3. On the form, fill in the fields.

    Field Description
    Display Name Display name of the recommendation criterion.
    Name Name of the recommendation criterion.
    Prefetched table The prefetched table selected for the recommendation criterion.
    Prefetched fields Supporting prefetched fields from the prefetched table.
    Type Type of the criterion, either filter or rank.
    Application The application containing this record.
    Application module The default value is Field Service Management.
  4. In the Script field, enter the script that you want to run when recommending tasks to the agent.

    For example, the following script calculates the distance between the agent's current location and the task location.

    JavaScript
    var distanceRule = new TaskRecommendationDistanceRuleProcessor(args); var ruleProcessResult = distanceRule.processRule(user, tasks, timeStart, timeEnd, 'ranking'); ruleResult = TaskRecommendationFSMUtil.parseRuleResult(ruleProcessResult, "Distance from task");

    For information about custom script requirements, see Providing a script for custom task recommendation criteria.

  5. Click Submit.

Result

The recommendation criterion is created successfully, and sorted into either the Filtering Constraints or Ranking Criteria group based on the selected type.

Search documentation
Search document titles and file paths on the australia branch