Workforce Scheduling Rule Type: Match Boolean

Work rules of this type contain two key settings.

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.

Workforce Scheduling 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.

Note A scheduling policy can contain up to five Match Boolean work rules.

Create work rules from Setup. Find and go to Workforce Scheduling, and under Appointment Scheduling Logic, select Work Rules. To view or add work rule fields open the Object Manager in Setup and select the Work Rule custom object. To add work rules to a scheduling policy, see Create and Manage Scheduling Policies in Workforce Scheduling.