Activity Bundling Rules

Let’s say your organization uses forms that require inputs from several resources through several activities or activity segments. You can use activity bundling rules to share the forms between the activities and segments, and to bundle the visits for these activities (workload optimization). You can create bundling rules using the Configuration > Bundling Rules option. Based on the rules, the application identifies related activities automatically and shares data between them and/or assigns activities optimally.

Terminology

Here are some terms you must be aware of.

• Bundling rule: A bundling rule is a combination of bundling keys, forms, and workload optimization parameters that drive the application to:
  • Build bundles (or groups) of related activities.
  • Identify and share required data between activities in a bundle.
  • Optimize workload of mobile workers.
• Bundling keys: A bundling key is a combination of system fields and properties used by the application to define and join related activities automatically.
• Associated forms: Associated forms are a set of forms whose data is available across all the activities in a bundle. This data could be captured by several users through different activities from the same bundle.

Limitations of Activity Bundling Rules

Here are some limitations of activity bundling rules:

• You can create a maximum of five bundling rules, including the bundling rule for workload optimization.
• You can create only one bundling rule for workload optimization.
• The maximum number of activities in a bundle can't exceed 1000 activities. The application starts bundling activities from the newest to oldest activity and stops building the bundle when the number of activities reaches 1000.