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            Work Rule Type: Match Fields

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            Work Rule Type: Match Fields

            The Match Fields work rule type matches a service appointment field with a service resource field. It’s a great way to enforce requirements based on custom fields. If you're using Enhanced Scheduling and Optimization, the Match Fields work rule is a Field Service database work rule type. If you're not using Enhanced Scheduling and Optimization, this is an Apex work rule type.

            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.

            Package icon This is a Field Service managed package feature.

            Note
            Note Use the Match Fields work rule for direct one-to-one field comparisons between a service appointment and a service resource, for example, matching required skills. If you must compare a field from the service appointment to multiple properties on the service resource, we recommend you use the Extended Match work rule type, which provides enhanced flexibility and performance.

            Work rules of this type contain three key settings.

            Field Name Description
            Service Property The API name of the field on service appointments that helps define the scheduling requirement. All primitive data types are supported. When using Enhanced Scheduling and Optimization, if the service appointment matching field is empty, all service resources are considered valid.
            Boolean Operator The required relationship between the Service Property and the Resource Property. For example, if =, a service appointment’s Service Property value must equal a service resource’s Resource Property value for the resource to be assigned to the appointment.
            Resource Property The API name of the field on service resources that helps define the scheduling requirement. All primitive data types are supported. When using Enhanced Scheduling and Optimization, if the resource matching field is empty, then the service resource isn’t a valid candidate for any service appointment with matching field requirements.

            To control which fields are available as resource and service properties:

            • Add the API name of any field as a picklist value in the Resource Property or Service Property fields on the Work Rule custom object in Setup.
            • Make sure that the value has been enabled for the record type.
            Note
            Note Match Fields work rules are supported for global, in-day, and resource optimization only when you're using Enhanced Scheduling and Optimization.

            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.

            See Also

             
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