Work Rule Type: Service Crew Resources Availability
Service Crew Resources Availability is an Apex work rule type that ensures that a service resource of type Crew is assigned to an appointment only if the crew complies with the appointment’s parent record’s minimum crew size.
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. |
This is a Field Service managed package feature.
If the Minimum Crew Size field on work orders, work order line items, and work types is completed, this work rule type comes into play. You can configure the rule to compare this Minimum Crew Size with either of the following:
- Crew Size field on the service crew record
- Actual number of allocated service crew members at the time of assignment
For example, if a work order’s Minimum Crew size is 4 and a scheduling policy is applied with a work rule of this type, the appointment won’t be assigned to a crew with fewer than four members.
Service Crew Resources Availability work rules have the following settings.
| Field Name | Description |
|---|---|
| Consider Service Crew Membership | Select this option if you want to check the actual number of service crew members, rather than the crew size listed on the service crew record. |
| Maximum Additional Service Resources | Ensure that crews are optimally utilized and that no resources are idle by defining the maximum number of additional service resources, available when using Enhanced Scheduling and Optimization. For example, if a service appointment requires a minimum of 3 service resources in a crew, specify that a maximum of 2 additional resources are allocated to the crew. This maximum means that you can schedule a service appointment to a crew of size 3 to 5 service resources. With Enhanced Scheduling and Optimization, appointments requiring a crew size of one are scheduled only to crews unless the Assign Service Appointments to Individuals and Crews checkbox is selected. When enabled, appointments can be scheduled to individual resources or crews of one or two members. Without Enhanced Scheduling and Optimization, appointments requiring a crew size of one or null are scheduled only to individual resources. You can find the Assign Service Appointments to Individuals and Crews option in Field Service Settings of the Field Service Admin app, under Scheduling, in the Crews section. |
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.
