1. Field Service Management
  2. Features
  3. Recurrence

Recurrence

Recurrence is a feature which allows the user to auto-generate a series of recurring Tasks or Cases that repeat more than once based on a defined set of parameters.

To enable Recurrence in your account, please contact your administrator.

Creating Recurring Records

  1. Upon enabling the Recurrence feature in config, the Recurrence section appears under the Field Service tab in Task and Case records.

    Recurrence section under NextService subtab

  2. Under the Recurrence section, choose a value for Type to make the record recurring. Set recurrence parameters in fields as desired(details here) and save.

    Recurrence type

  3. The system automatically generates more records based on the selected recurrence parameters. This may take some time. Upon refreshing, the generated records can be seen under the Recurrence Instances subtab under the Field Service subtab.

    Recurrence instances

Editing Recurring Records

Field Service Recurrence allows making changes to a recurring record data with or without propagating the change to the rest of the series.

Propagating Changes

  1. Edit a recurring record.

  2. Change one of its fields and click Save.

    Editing a task

  3. A prompt is shown asking the user “Would you like to apply the changes for the entire series?“.

    Pop-up message on task edit

  4. Click Yes to propagate. The record is saved.

    Record saved and propagated

  5. The system takes some time to propagate the changes. Refresh to see the changes.

    Refresh to reflect changes on propagate

Current-record only change

  1. Edit a recurring change.

  2. Change one of its fields and click Save.

  3. A prompt is shown asking the user "Would you like to apply the changes for the entire series?".

  4. Click No to keep the changes to the current record. The record is saved.

    Edting and saving a task

  5. Only the changed record is updated.

    Record is updated

Editing Recurrence

Making changes to recurrence parameters(e.g. frequency, pattern of repetition) in the primary record will automatically adjust the rest of the series.

  1. Change the recurrence parameters in the Recurrence section under Field Service tab.

    Editing recurrence in tasks

  2. Records are regenerated based on the changed parameters. This might take some time. Refresh to see the Recurrence Instances subtab.

    Recurrence changed

Deleting Recurring Records

Recurring records can be deleted in multiple ways:

Manually deleting a record in a recurring series

Field Service makes a note of records deleted manually so that those are not regenerated as per the recurrence definition. Use standard NetSuite functionality to delete the record.

Manually deleting a record and future records

Field Service allows the user to delete a recurring record and the following ones in the series.

  1. Edit a recurring record.

  2. Click the button Delete Future Instances.

    Deleting a future instance

  3. The user is redirected to the NetSuite Home screen. The record is marked for deletion and will be deleted in the background.

Automatic Deletion

Changing recurrence parameters automatically deletes any unnecessary records that do not comply with the new recurrence definition. See Editing Recurrence.

General Notices