Configure Bundling Activities for a Complex Scenario
Active routing profiles are used to route activities to resources. Inactive routing profiles are not used. You deactivate a routing profile if you want to save it for future use, but you don’t want to use it right now.
To activate (or deactivate) a routing profile:
- Make sure that you have an activity filter for all the smart home-related activity types. If not, then add it by navigating to .
- Navigate to . Make sure that the Visit functionality is enabled.
- Set up the bundling key to the Account field (or another field that uniquely identifies the customer).
- Navigate to Routing Plans and open the desired routing plan for editing.
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Review the Filters section and make sure that it includes the activity filters for smart
home-related activities for all possible destinations. For activity filters:
- Non-scheduled activities in the routing bucket that should be scheduled and assigned
- Activities in the routing bucket that should be assigned
- Preassigned non-scheduled activities that should be scheduled
- Activities in the existing routes
- Change all of the activity filters for smart home-related activities by selecting them and choosing Settings, and then changing the Bundling policy to All or None.
- Under Assignment parameters, set the Handling of preassigned activities to Move activities between resources routes and reorder within the same route.
- Under the Preassigned activities filters, make sure that there is a filter that covers smart home-related activities.
- For this filter, set its Possible routing actions to Unschedule and move to the routing bucket.