Final Order Of Actions

Here you will find a high level summary of the order in which recurring instances & records are processed within an account. This is written from the perspective of the entire account, looking at all records in the account at any given step.

Pending recurrence actions in an account are processed in the following order:

1. All instance records with data in the “Field Service Recurrence Data” field are processed.

   • E.g. Step 2 of Creation of New Recurrence

   • E.g. Step 2 of Changes to Recurrence Related Fields

2. Then all instance records that should become a new primary records are processed.

   • E.g. Step 3 of Changes to Recurrence Related Fields - Non-Primary Record

   • E.g. Step 2 of Changes to Propagated Fields - Non-Primary Record

3. Finally all recurrence records that need to be updated are processed.

   • E.g. Any recurrence records that have not been updated today.

   • E.g. Step 3 of Creation of New Recurrence

   • E.g. Step 3 of Changes to Recurrence Related Fields - Primary Record

   • E.g. Step 4 of Changes to Recurrence Related Fields - Non-Primary Record

   • E.g. Step 2 of Changes to Propagated Fields - Primary Record

   • E.g. Step 3 of Changes to Propagated Fields - Non-Primary Record

   • E.g. Step 2 of Delete Future Instance

The recurrence scheduled script automatically runs every hour to locate any records that are ready to be processed. At midnight (as the new day ticks over) all active recurrence records will be processed for updates (as per step 3 above). Once these records have been processed for the day, they will not be considered again by step 3 unless they are pushed into the queue for other reasons.

Note:

Recurring tasks are processed before recurring cases. No recurring cases will be processed until all task based recurrence actions are complete.

General Notices