Additional Configuration Properties and Their Behaviors

The following properties apply to both the projectrules and caserules areas. These properties control specific behaviors and are configurable.

interval - An integer field that determines how often a case is created (the interval between cases). This property works with the unit property, and its default value is 1.
unit - This property can have the values of month or day. It works with the interval property to determine how often cases are created. The default value for cases is month, and the default value for tasks is day.
total - An integer property that determines how many cases are created in total. For example, if the total is set to 1, then only one case can be created, regardless of the length or end date of the project. This property's default value is null and, in this case, the number of cases that can be created are determined by the project's interval, unit, and end date.

Note:
The total value overrides any logic relating to the End Date or the Field Service Program Create Until fields on the Project record and will limit the number of cases created.
offset - An integer property that, when set, offsets the start date by this integer in combination with the unit property. For example, if the unit's value is month and the offset's value is 6, then the first case will be created six months after the program's start date of the program. This property is useful if you have programs with alternating case types. It's default value is 0.

Note:
You can use the offset property in tandem with the Field Service Start Date field.

The following properties apply to projectrules only:

create - This property's values can be set to true or false. The default value is false. If true, all cases are created immediately. If false, only the first case is created. After that case is closed by the program, the next case is created.

Important:
Manually setting a case as closed won't trigger the program to create the next case. See What Triggers Case Creation and Program Processing.

Note:
If the Field Service Program Create Until field is populated on the project, the create property is ignored and the Field Service Program Create Until field takes precedence.
shift - This property's values can be set to true or false. The default value is false. Shift only works if the create property is set to false and shift is set to true. After this criteria is met, only the next case is created. After the case is closed, the next case is created but its start date is set based on the previous case's closed date and the values of the interval and unit properties.

For example, if you set a six-month case creation pattern and the first case is created on January 1, the next case will not be created on July 1. Instead, it will be created six months after the first case is closed. If the first case is closed on February 7, then the next case will be created with a start date of August 7.