Workforce Scheduling Rule Type: Match Fields

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

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. 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. 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.

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.