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Workforce Scheduling Rule Type: Match Time
Match Time is a Workforce Scheduling work rule type that limits the scheduling time frame based on an appointment’s date and time properties. For example, the Due Date work rule ensures that the appointment’s scheduled end is before its due date. Match Time work rules are applicable to field scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Work rules of this type contain the following settings.
| Field Name | Description |
|---|---|
| Service Schedule Time Property | Indicates whether the rule controls the service appointment’s scheduled start time or scheduled end time. Custom date/time fields aren’t supported. |
| Service Time Operator | The required relationship between the Service Schedule Time Property and the Service Time Property. For example, if you select Equal, a service appointment’s Service Schedule Time Property value must equal the appointment’s Service Time Property value. |
| Service Time Property | The service appointment field that defines the work rule requirement. There are four options.
|
| Pass Empty Values | If you select this option and any of the Service Time Property values are empty, the Match Time rule is ignored. |
Workforce scheduling includes four standard Match Time Rule work rules.
- Earliest Start Permitted
- Ensures that a service appointment’s Scheduled Start is equal to or later than the Earliest Start Permitted. This work rule is included in every standard scheduling policy.
- Due Date
- Ensures a service appointment’s Scheduled End is equal to or earlier than the Due Date. This work rule is included in every standard scheduling policy.
- Scheduled Start
- Ensures that a service appointment’s Scheduled Start is equal to or later than the Arrival Window Start.
- Scheduled End
- Ensures that a service appointment’s Scheduled Start is equal to or earlier than the Arrival Window End.
An appointment’s Scheduled Start is based on the travel time recorded for previous appointments. The Scheduled End is calculated by adding the Duration to the Scheduled Start.
Work rules that impose time constraints limit your optimization flexibility. When you create Match Time Rule work rules, consider the commitments that you’ve made to customers and your goals regarding wait time.
Earliest Start Permitted and Due Date are required in every scheduling policy. Match Time supports custom date-time fields on the service appointment for both scheduling and optimization.
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.
