Workforce Scheduling Rule Type: Required Resources

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Required Resources work rules are a useful way to preserve one-on-one customer-provider relationships, such as home healthcare. These work rules are highly restrictive, because they limit the pool of potential assigned resources to consider only those who are listed as required in the Resource Preferences related list on the related work order or account.

You can also create Resource Preference records at the account level. However these preference records are enforced only when listed on the work order or work order line item. When listing these records on the account, a built-in trigger logic is used with standard actions such as Schedule New Appointment, Change Time Slot, and Find Candidates. This logic automatically creates Resource Preference records related to the work order or work order line item based on the resource preferences defined at the account level.

If you’re creating a work order or work order line item from custom code or automation, and you’ve populated the account on the work order or work order line item that has Resource Preferences, those records aren’t automatically recreated on the work order or work order line item automatically.

Required Resources work rules are a useful way to preserve one-on-one customer-provider relationships, such as home healthcare. These work rules are highly restrictive, because they limit the pool of potential assigned resources to consider only those who are listed as required in the Resource Preferences related list on the related work order or account.

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.