Manage Rule Validation Checks
Set how often rules are checked for violations, and what triggers automatic rule validation checks.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To enable dispatchers to check rules manually: | Custom permission sets:
Custom permissions:
|
This is a Field Service managed package feature.
- From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. Then, click Dispatcher Console UI | Gantt Configurations.
-
Under Rules Validations, configure the following settings.
Setting Description Validate rules after indirect Gantt updates If this option is selected, any indirect Gantt updates not made by the dispatcher trigger rule violation calculation. Rule Validation Frequency - On Demand: Check rules only when initiated manually by the dispatcher. The dispatcher initiates rule validation for single or multiple service appointments using the right-click menu on the Gantt chart or appointment list. The Check Rules button is used to initiate rule validation for all loaded data appearing on the Gantt chart and appointment list. This setting is the default for Salesforce orgs as of Summer ’21.
- After Direct Gantt Updates: Check rules after every update initiated by the dispatcher on the Gantt. Updates include scheduling by drag and drop, unscheduling a service appointment, or adding, removing, or modifying a Resource Absence.
- Always: Check rules after every operation. This setting is the default for Salesforce orgs before Summer ’21.
If you set the frequency to After Direct Gantt Updates or to Always, rule validation checks are triggered after these updates only.
- When you update the Scheduled Start or Scheduled End fields of a service appointment, or when you update the Service Resource or Estimated Travel Time fields of an assigned resource associated with the service appointment.
- When you update the Scheduled Start or Scheduled End fields of an absence, or when you update the Service Resource or Estimated Travel Time fields of an assigned resource associated with the absence.
- When you unschedule or delete a service appointment, an assigned resource, or an absence.
Did this article solve your issue?
Let us know so we can improve!
