FSM Task Type Record

In Field Service Management (FSM), a task type classifies work on a customer relationship management (CRM) task or project task. Examples include Service, Admin, and Training. FSM uses the Field Service Task Type custom record to hold these classifications and, where applicable, the service item used for automatic time entries.

A task type describes the kind of work. The task's native Status field indicates whether the task is Not Started, In Progress, or Completed. A CRM task (task) and a project task (projecttask) remain different NetSuite record types even when both reference the same task type.

Record Information

Use the following identifiers when working with searches, mappings, and integrations. Account labels and translated names can differ.

Property	Value
Record type	FSM custom record
Supplied record name	Field Service Task Type
Record ID	`customrecord_nx_task_type`
Record identity	NetSuite internal ID, available as `internalid` in searches.
Display name	Name (`name`)
Referencing task field	Field Service Task Type (`custevent_nx_task_type`) on CRM tasks and project tasks.

Property

Value

Record type

FSM custom record

Supplied record name

Field Service Task Type

Record ID

customrecord_nx_task_type

Record identity

NetSuite internal ID, available as internalid in searches.

Display name

Name (name)

Referencing task field

Field Service Task Type (custevent_nx_task_type) on CRM tasks and project tasks.

FSM model and event mappings commonly call the task's classification type or task. These are mapped attributes, not additional stored fields or alternative record IDs. For mapping definitions, see FSM Activity Base Model Reference.

Forms

On the supplied CRM task form (custform_nx_task), the classification appears as Task Type and is required. The underlying custom field applies to both CRM tasks and project tasks. Its definition doesn't require a selection or provide a default. A form or creation operation can impose additional requirements or supply an initial selection.

The standard Task tab in FSM Mobile and optional Add New Task form also require a Task Type selection. These requirements apply when creating tasks, rather than when saving a task type record. For the available creation actions and their configuration, see FSM Related Service Work and Configuring FSM Related Service Work.

Record Relationships

The record holding the reference determines where the relationship is stored.

Related Record	Relationship and Field ID	Purpose
CRM task	The CRM task's Field Service Task Type (`custevent_nx_task_type`) references one task type. Several tasks can reference the same type.	Classifies the visit and supplies an input to applicable FSM rules.
Project task	The project task's Field Service Task Type (`custevent_nx_task_type`) references one task type. Several project tasks can reference the same type.	Classifies project work without changing its native record type or extending CRM-only capabilities to it.
Service item	The task type's Service Time Item (`custrecord_nx_task_type_time_service`) references an item. Each task type can reference one item, and multiple task types can reference the same item.	Supplies the service item for automatic time bills from CRM tasks, subject to tracking requirements.

Related Record

Relationship and Field ID

Purpose

CRM task

The CRM task's Field Service Task Type (custevent_nx_task_type) references one task type. Several tasks can reference the same type.

Classifies the visit and supplies an input to applicable FSM rules.

Project task

The project task's Field Service Task Type (custevent_nx_task_type) references one task type. Several project tasks can reference the same type.

Classifies project work without changing its native record type or extending CRM-only capabilities to it.

Service item

The task type's Service Time Item (custrecord_nx_task_type_time_service) references an item. Each task type can reference one item, and multiple task types can reference the same item.

Supplies the service item for automatic time bills from CRM tasks, subject to tracking requirements.

The task form references the task type without storing the task type's Service Time Item on the task.

Billing Rule is separate data stored on the CRM task in custevent_nx_billing_type, referencing the Field Service Billing Type custom list (customlist_nx_billing_type). The task type can participate in configured selection criteria; it doesn't store a Billing Rule relationship. See FSM Billing Rules.

The table lists record relationships supplied with FSM. Creating a custom link to another record doesn't automatically include that record in FSM Mobile, history, reports, inheritance, or synchronization.

FSM Fields

These fields identify the classification and its time-entry association.

Field	Field ID	Purpose	Values and Behavior
Name	`name`	Display name of the classification.	A name such as Admin or Training doesn't itself determine billing, tabs in FSM Mobile, or processing. Rules use the applicable record identity.
Inactive	`isinactive`	Native custom-record active/inactive indicator.	The standard Case Add Tasks selector excludes inactive task types. Selection elsewhere depends on the applicable field or search configuration. The Inactive field doesn't indicate script execution status.
Service Time Item	`custrecord_nx_task_type_time_service`	Stored item selection used by automatic service-time processing.	Supplied as an optional List/Record field with no default selection. The supplied field filters choices to Service items. Populating it doesn't enable account-level automatic tracking.
Name translations	`translations.locale`, `translations.label`	Locale and translated name in the record's native Translations sublist.	FSM language maintenance can update existing locale rows for selected supplied types. Custom types don't automatically receive translations.

Field

Field ID

Purpose

Values and Behavior

Name

name

Display name of the classification.

A name such as Admin or Training doesn't itself determine billing, tabs in FSM Mobile, or processing. Rules use the applicable record identity.

Inactive

isinactive

Native custom-record active/inactive indicator.

The standard Case Add Tasks selector excludes inactive task types. Selection elsewhere depends on the applicable field or search configuration. The Inactive field doesn't indicate script execution status.

Service Time Item

custrecord_nx_task_type_time_service

Stored item selection used by automatic service-time processing.

Supplied as an optional List/Record field with no default selection. The supplied field filters choices to Service items. Populating it doesn't enable account-level automatic tracking.

Name translations

translations.locale, translations.label

Locale and translated name in the record's native Translations sublist.

FSM language maintenance can update existing locale rows for selected supplied types. Custom types don't automatically receive translations.

The supplied task type record has no FSM fields for processing requests, running status, completion, or error references. Time-processing requests belong to the CRM task. Their meanings are documented in FSM CRM Task Record.

Supplied Classifications

FSM supplies the following active records. The table lists the script IDs of the supplied record instances. Use the account's internal IDs in type-based configuration.

Supplied Name	Instance Script ID
Service	`val_nx_task_type_service`
Admin	`val_nx_task_type_admin`
Training	`val_nx_task_type_training`

Supplied Name

Instance Script ID

Service

val_nx_task_type_service

Admin

val_nx_task_type_admin

Training

val_nx_task_type_training

These names are classifications, not predefined service-rule packages. Don't assume that their internal IDs are the same across accounts or that Service is the default selection.

Creation and Update Sources

Task type maintenance and selecting a type on a task are separate operations.

Source	Record Changes
FSM installation	Supplies the Service, Admin, and Training records.
NetSuite custom-record maintenance	Creates or edits task type values, including Name and Service Time Item, subject to permissions.
FSM language maintenance	Updates translated names on eligible supplied task types when Multi-Language is enabled. See FSM Localization and Translation.
Task entry and FSM creation actions	Store the selected task type reference on a new or edited task. Selecting a type doesn't create a task type record.

Source

Record Changes

FSM installation

Supplies the Service, Admin, and Training records.

NetSuite custom-record maintenance

Creates or edits task type values, including Name and Service Time Item, subject to permissions.

FSM language maintenance

Updates translated names on eligible supplied task types when Multi-Language is enabled. See FSM Localization and Translation.

Task entry and FSM creation actions

Store the selected task type reference on a new or edited task. Selecting a type doesn't create a task type record.

Used by FSM Features

The type's data participates in the following capabilities. Each capability has its own additional conditions and configuration.

Feature	Record Use
FSM Service Time Tracking	Uses Service Time Item for qualifying automatic time bills. Automatic tracking supports CRM tasks only.
FSM Billing Rules	Uses the CRM task's type as one input to configured Billing Rule selection.
FSM Automatic Record Naming	Uses task type in the standard generated CRM task name.
FSM Program	Specifies the type of generated CRM tasks and uses type when matching existing tasks.
FSM Related Service Work	Supplies classification choices when adding CRM tasks from a case or FSM Mobile.
FSM Localization and Translation	Maintains translated names for selected supplied task types.
FSM Service Reports and Notifications	Uses task type in configured notification rules and in eligibility checks for the native Task report button.
FSM Service Scheduling and Assignment	Uses task classification in task selection and display. Type-based filtering doesn't establish assignment eligibility.

Feature

Record Use

FSM Service Time Tracking

Uses Service Time Item for qualifying automatic time bills. Automatic tracking supports CRM tasks only.

FSM Billing Rules

Uses the CRM task's type as one input to configured Billing Rule selection.

FSM Automatic Record Naming

Uses task type in the standard generated CRM task name.

FSM Program

Specifies the type of generated CRM tasks and uses type when matching existing tasks.

FSM Related Service Work

Supplies classification choices when adding CRM tasks from a case or FSM Mobile.

FSM Localization and Translation

Maintains translated names for selected supplied task types.

FSM Service Reports and Notifications

Uses task type in configured notification rules and in eligibility checks for the native Task report button.

FSM Service Scheduling and Assignment

Uses task classification in task selection and display. Type-based filtering doesn't establish assignment eligibility.

Record Constraints and Data Requirements

The Service Time Item field is optional unless you use automatic time tracking for the task type. You must also meet the other tracking prerequisites. For setup, see Configuring FSM Service Time Tracking.

The Service Time Item association doesn't make automatic tracking available for project tasks. It also doesn't determine the service-item choices or required item on a manually entered Mobile Time record.

Selecting a task type alone doesn't establish a Billing Rule, visibility in FSM Mobile, technician eligibility, completed time processing, or report delivery. For type-based billing selection, see Configuring FSM Billing Rules.