Work Rule Type: Match Boolean

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.

This is a Field Service managed package feature.

Work rules of this type contain two key settings.

Field Name	Description
Resource Property	The API name of the checkbox field on service resources that defines the scheduling requirement. For example, IsActive.
Value is True	If selected, the Resource Property must be True (selected) for a service resource to be assigned to a service appointment. If not selected, the Resource Property must be false (deselected) for a resource to be assigned to an appointment. When using Enhanced Scheduling and Optimization, if the Boolean field on the service resource is empty, the rule isn't applied.

To control which checkbox fields are available as resource properties:

• Add the API name of any checkbox field as a picklist value in the Resource Property field on the Work Rule custom object in Setup.
• Make sure that the value has been enabled for the record type.

Field Service includes a standard Match Boolean work rule named Active Resources. This work rule:

• Assures that only active service resources are considered for scheduling.
• Lets you preserve historical data on the Gantt. When a service resource leaves your company, their assignment data remains.
• Doesn’t make sure that the optimization engine reschedules appointments for inactive service resources. You must manually unschedule these appointments.

Create work rules from the Work Rules tab. To view or add work rule fields open the Object Manager in Setup and select the Work Rule custom object. Add work rules to a scheduling policy from the Customize Scheduling Policies page in Guided Setup or from the Scheduling Policy Work Rules related list on a scheduling policy.