{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":14978,"path":"field-service-management/r_BRIWFieldServiceManagement.md","title":"Business rules installed with Field Service Management","bundle":null,"doc_type":null,"release":"australia","body":"\n# Business rules installed with Field Service Management\n\nBusiness rules are added with Field Service Management.\n\n\n
\n\nBusiness rule\n\n\n\nTable\n\n\n\nDescription\n\n
\n\nAccept\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nAutomatically moves a task from the **Assigned** state to **Accepted** if the **Accept/Reject** option is selected in Field Service Configuration.\n\n
\n\nAssigned\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nSets a task in the **Draft** state to the **Assigned** state if the **Assigned to** field is populated. This business rule is associated with the \"Assigned \\(Draft to Assigned\\)\" State flow.\n\n
\n\nAssigned\\(state flow business rule\\)\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nAutomatically moves an order to the **Assigned** state if the **Assignment group** or **Assigned to** are populated. ServiceNow recommends not editing this business rule.\n\n
\n\nAuto close Deliver and Receive Tasks\n\n\n\nWork Order Task \\[wm\\_task\\]\n\n\n\nAutomatically moves a transfer order line task to **Closed Complete** state whenever the part is received and delivered within the agent stockroom.\n\n
\n\nCancel Work Task\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nCancels any transfer orders for a work order task, via State Flows, when a task is cancelled.\n\n
\n\nCreate First Work Order Task\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nCreates the first task for a newly qualified work order.\n\n
\n\nField Service Automation Group Types\n\n\n\nGroup\\[sys\\_user\\_group\\]\n\n\n\nEnsures data integrity for dispatch group coverage information.\n\n
\n\nField Service Automation Qualification\n\n\n\nSystem Property\\[sys\\_properties\\]\n\n\n\nTurns off the qualification stage whenever the **work.management.qualification** system property is set to **No**. This business rule turns on the qualification stage when the property is set to **Yes**.\n\n
\n\nPopulate Skills - Update Child Tasks\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nWhen the CI is changed, updates the skills required in tasks for the order to contain those skills.\n\n
\n\nPopulate Work Order from Template\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nPopulates a new work order from the work order model selected as a template.\n\n
\n\nPopulate Window End Based On SLA\n\n\n\nTask SLA\\[task\\_sla\\]\n\n\n\nPopulates latest Task SLA breach date from the parent work order. Default value: Inactive\n\n
\n\nPopulate Window End Based On SLA\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nPopulates latest Task SLA breach date from the parent work order. Default value: Inactive\n\n
\n\nReady for Qualification \\(approval off qu\\)\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nAutomatically moves a work order from the **Draft** state to **Ready for Qualification** when the **Template** field is populated.\n\n
\n\nReassign\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nPrevents task reassignment if the task has part requirements that are in a state of **In transit**.\n\n
\n\nRFD \\(approval qual both off\\)\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nAutomatically moves a work order from the **Draft** state to **Ready** when the **Assigned to** or **Template** field is populated.\n\n
\n\nRoll Up Changes\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nUpdates the work order status based on changes to the work order task. This business rule rolls up the state changes that occur in tasks to the parent work order.If you don’t want the state changes that occur in tasks to roll up to the parent work order, implement a condition on this business rule.\n\nExample condition: `current.sys_class_name != 'wm_task' && current.sys_class_name != 'wm_order'`\n\n
\n\nStart Work\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nAutomatically moves a work order from the **Ready** state to **Work In Progress**.\n\n
\n\nStart Work\\(state flow business rule\\)\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nAutomatically moves a task to the **Work in process** state if the **Actual Start Work** field is populated.\n\n
\n\nState Change - After - Deprecated\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nEnsures that the field service life cycle is followed. ServiceNow recommends not editing this business rule. This business rule is deprecated and is marked inactive for instances that are upgraded. This business rule is not installed for new instances.\n\n
\n\nState Change - Before\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nEnsures that the field service life cycle is followed. ServiceNow recommends not editing this business rule. This business rule is deprecated and is marked inactive for instances that are upgraded. This business rule is not installed for new instances.\n\n
\n\nSync up Delivery Time with WOT\n\n\n\nTransfer Order\\[alm\\_transfer\\_order\\]\n\n\n\nSynchronizes the delivery time with the work orders. Default value: Inactive\n\n
\n\nTransition - Cancel\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nEnsures that the field service life cycle is followed. ServiceNow recommends not editing this business rule.\n\n
\n\nTransition - PendingDispatchToAssign\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nEnsures that the field service life cycle is followed.\n\n
\n\nTransition - StateChange - Deprecated\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nEnsures that the field service life cycle is followed. ServiceNow recommends not editing this business rule. This business rule is deprecated and is marked inactive for instances that are upgraded. This business rule is not installed for new instances.\n\n
\n\nUpdate questionnaires state to complete\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nCloses all the pending optional questionnaires, when the work order task moves to Terminal state.\n\n
\n\ncheck active questionnaires\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nBlocks subsequent state updates on work order record, when there are pending mandatory questionnaires that need to be completed.\n\n
\n\nCheck active questionnaires\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nBlocks subsequent state updates on work order task record, when there are pending mandatory questionnaires that need completed.\n\n
\n\nWork order task query rules\n\n\n\nWork Order Task\\[wm\\_task\\]\n\n\n\nWhen set to active, the query rules on the underlying table will be used to filter the records based on territory of the logged-in user.\n\n
\n\nWork order query rules\n\n\n\nWork Order\\[wm\\_order\\]\n\n\n\nWhen set to active, the query rules on the underlying table will be used to filter the records based on territory of the logged-in user.\n\n
\n\nDefault record - Validation\n\n\n\nResource Schedule Attribute \\[wm\\_agent\\_schedule\\_attribute\\_plan\\]\n\n\n\nEnsures that an agent has only one default record for schedule attributes.\n\n
\n\nRecord Validations\n\n\n\nResource Schedule Attribute \\[wm\\_agent\\_schedule\\_attribute\\_plan\\]\n\n\n\nValidates the records in the **Resource Schedule Attribute** table.- Schedule attribute records for a resource shouldn’t have the same rank within the specified date range.\n- The date entered in the **From** should be earlier than the date entered in **To** field.\n\n
\n\nRestrict negative values\n\n\n\nResource Schedule Attribute \\[wm\\_agent\\_schedule\\_attribute\\_plan\\]\n\n\n\n \n\n
\n\nRestrict the deletion of default records\n\n\n\nResource Schedule Attribute \\[wm\\_agent\\_schedule\\_attribute\\_plan\\]\n\n\n\nPrevents the deletion of the default schedule attribute record for a resource.\n\n
\n\nValidate Fields\n\n\n\nResource Schedule Attribute \\[wm\\_agent\\_schedule\\_attribute\\_plan\\]\n\n\n\nValidates the values for the fields. - Maximum travel radius can’t be negative\n- Rank should be a whole number\n- Maximum part search radius can’t be negative\n\n
**Parent Topic:**[Components installed with Field Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/r_InstalledWithFSM.md)\n\n"}}