Create a task bundling rule
Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling.
Before you begin
To add rules to any policy other than the default policy, create a policy first. For more information, see Create a task bundling policy.
Enable the Field Service territory model plugin when bundling tasks by territory.
Role required: wm_admin
About this task
Task Grouping Rules can be applied on tasks only if the following conditions are met:
- Is in Draft State
- Not part of another bundle
- Not a bundle itself
- Not a vendor task
- Shouldn’t have access hours
- Doesn’t need a crew
- Doesn’t have a fixed window
- Doesn’t have dependent tasks
Procedure
-
Navigate to All > Field Service > Dynamic Bundling Administration > Rules.
-
Select New.
-
On the form, fill in the fields.
|
Fields |
Description |
|---|---|
|
Name |
Name of the rule. |
|
Policy |
Policy that this rule is grouped under.Note: To add rules to any policy other than the default policy, create a policy first. For more information, see Create a task bundling policy. |
|
Order |
Order of when this rule is applied relative to other rules within the policy. |
|
Active |
Option to make the rule active or inactive. |
-
Toggle Advanced to replace the condition builder with a Script field.
Toggling Advanced replaces the condition builder with the following template:
JavaScript/** * This scripted rule should return an array of sys_ids of tasks joined using comma for each group that should be bundled * @param {String} taskType table name that contains the taskIds * @param {String} taskIds comma-separated task sys_ids representing a group of tasks * @returns {String[]} list of comma-separated task sys_ids shown as below: * [ * 'sys_id_1,sys_id_2,sys_id_3', * 'sys_id_4', * 'sys_id_5,sys_id_6,sys_id_7,sys_id_8' * ] */(function executeRule(taskType, taskIds) { // your code goes here})(taskType, taskIds); -
Select Preview Tasks to preview all tasks that are affected by your rule.
-
Select Submit.
---
title: Create a task bundling rule
description: Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/create-a-task-bundling-rule.html
release: brazil
product: Field Service Scheduling
classification: field-service-scheduling
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Dynamic Task Bundling, Task Bundling, Additional scheduling configuration options, Setting up a Field Service scheduling method, Configure, Field Service Management]
---
# Create a task bundling rule
Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling.
## Before you begin
To add rules to any policy other than the default policy, create a policy first. For more information, see [Create a task bundling policy](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/create-a-task-bundling-policy.md).
[Enable the Field Service territory model](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/workforce-optimization-for-field-service/enable-territory-model.md) plugin when bundling tasks by territory.
Role required: wm\_admin
## About this task
Task Grouping Rules can be applied on tasks only if the following conditions are met:
- Is in Draft State
- Not part of another bundle
- Not a bundle itself
- Not a vendor task
- Shouldn’t have access hours
- Doesn’t need a crew
- Doesn’t have a fixed window
- Doesn’t have dependent tasks
## Procedure
1. Navigate to **All** > **Field Service** > **Dynamic Bundling Administration** > **Rules**.
2. Select **New**.
3. On the form, fill in the fields.
<table id="table_ljv_35d_5xb"><thead><tr><th>
Fields
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Name
</td><td>
Name of the rule.
</td></tr><tr><td>
Policy
</td><td>
Policy that this rule is grouped under.**Note:** To add rules to any policy other than the default policy, create a policy first. For more information, see [Create a task bundling policy](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/field-service-scheduling/create-a-task-bundling-policy.md).
</td></tr><tr><td>
Order
</td><td>
Order of when this rule is applied relative to other rules within the policy.
</td></tr><tr><td>
Active
</td><td>
Option to make the rule active or inactive.
</td></tr></tbody>
</table>4. In the Grouping Conditions section, use the condition builder to create task filters that define the tasks that this rule targets.
5. Toggle **Advanced** to replace the condition builder with a **Script** field.
Toggling **Advanced** replaces the condition builder with the following template:
```
/**
* This scripted rule should return an array of sys_ids of tasks joined using comma for each group that should be bundled
* @param {String} taskType table name that contains the taskIds
* @param {String} taskIds comma-separated task sys_ids representing a group of tasks
* @returns {String[]} list of comma-separated task sys_ids shown as below:
* [
* 'sys_id_1,sys_id_2,sys_id_3',
* 'sys_id_4',
* 'sys_id_5,sys_id_6,sys_id_7,sys_id_8'
* ]
*/
(function executeRule(taskType, taskIds) {
// your code goes here
})(taskType, taskIds);
```
6. Select **Preview Tasks** to preview all tasks that are affected by your rule.
7. Select **Submit**.
| title | Create a task bundling rule |
| description | Create a task bundling rule to bundle tasks dynamically according to the selected parameters with Field Service Task Bundling. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/create-a-task-bundling-rule.html |
| release | brazil |
| product | Field Service Scheduling |
| classification | field-service-scheduling |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Dynamic Task BundlingTask BundlingAdditional scheduling configuration optionsSetting up a Field Service scheduling methodConfigureField Service Management |