fieldservice_recurring
Automates creation and management of recurring field service work orders using configurable frequency rules and templates.
Key Features
- fsm.frequency: Allows detailed configuration of inclusive or exclusive recurrence intervals with weekday, month, and positional filters validated for correctness.
- fsm.frequency.set: Combines multiple frequency rules and sets scheduling horizons plus early/late buffers to control when work orders should be generated.
- fsm.recurring.template: Provides reusable recurring order templates that link frequency sets, order templates, and maximum order counts for rapid setup.
- fsm.recurring: Manages the lifecycle of recurring orders, populates values from templates, generates occurrences based on rule sets, and runs cron jobs to auto-create or close orders when limits or end dates are reached.
- fsm.order: Keeps a reference to the originating recurring plan, backfills late-request deadlines using buffer settings, and offers a smart action to open the recurrence.
- fsm.team: Shows each team's number of draft recurring orders to support workload planning.