---
schema_version: "1"
id: 79b51797535e8dc85fe6b3ae89866e14e27cda9432ace568a17be55b146a75cf
title: Define Which Appointments Can Be Scheduled During Shifts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_rfc_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_rfc_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20a7470be26df05c7b4dd393a0e057ffd08527a38a8de0f725ad7b0f76228eda
description: Similar to how you use designated time slots on operating hours, in Field Service, you can use Record set Filter Criteria to define and designate which appointments can be scheduled to service resources during shifts. Create Recordset Filter Criteria based on service appointment field values, and then add the filter to a shift so that only relevant appointments get scheduled.
products:
  - Field Service
release: "264"
---
# Define Which Appointments Can Be Scheduled During Shifts

Similar to how you use designated time slots on operating hours, in Field Service, you can use Record set Filter Criteria to define and designate which appointments can be scheduled to service resources during shifts. Create Recordset Filter Criteria based on service appointment field values, and then add the filter to a shift so that only relevant appointments get scheduled.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d44604e72">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d44604e72 ">To view, create, and update recordset filter criteria</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d44604e72 ">
              <p>View, create, and edit on Service Appointments, Shifts, Recordset
                Filter Criteria, and Recordset Filter Criteria
                Rules</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Delete on Recordset Filter Criteria
                Rules</p>
            </td>

          </tr>
        </tbody>
      </table>

1. In the App Launcher, click **Recordset Filter Criteria**.
2. In the Recordset Filter Criteria list view, click **New**.
    
    ![Edit RFC Window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_rfc_edit.png)
3. Enter a name and description for the criteria.
4. In the Source Object field, select **Shift**.
5. In the Filtered Object field, select **Service Appointment**.
6. Select **Active**.
7. In the Conditions section, select the relevant condition for when the recordset filter criteria is valid.
8. Add filter conditions.
    1. Select the Criteria Field, the Operator, and the field Value to match on. The Value input changes depending on the field you select. For example, picklist fields show the list of available choices.
    2. Add another condition if you must.
9. Save the recordset filter criteria.
10. Assign your new record set filter criteria record to a shift record to make sure the scheduling and optimization engine only allows service appointments that meet the criteria to be assigned during the shift time-frame.

- **[Guidelines for Recordset Filter Criteria](https://help.salesforce.com/s/articleView?id=service.fs_rfc_considerations.htm&release=264.0.0&type=5)**  
    Field Service filter criteria let you match records in one object against records in another. For example, you can choose criteria to filter which service appointments can be scheduled during a shift.

#### See Also

- [Manage Your Shift Schedule in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_shifts_view.htm&release=264.0.0&type=5 "Identify which shifts are covered, and which ones still require a worker to confirm that they’re available. The list view for shifts lets you examine upcoming shifts and their status. Switch to the schedule view to see shifts grouped by service territory or job profile in a calendar.")
- [Add Field Service Shifts](https://help.salesforce.com/s/articleView?id=service.fs_shifts_create_all.htm&release=264.0.0&type=5 "Shifts in Field Service determine when your workforce is available to be assigned service appointments. Shifts differ from Operating Hours in that for shifts you can define single time periods for which you need workforce coverage. This capability lets you flexibly assign your shift-based workforce to service appointments. Shift-based workforces have varying availability, such as contractors, retail workers, healthcare workers, and on-call staff. You can use predefined patterns to quickly create a set of standard shifts for weekdays and weekends.")
- [Assign and Update Field Service Shifts](https://help.salesforce.com/s/articleView?id=service.fs_shifts_assign.htm&release=264.0.0&type=5 "In Field Service, make sure that shifts are staffed by assigning them to a service resource. You can assign shifts individually or update the assignee and status in bulk.")
- [Color-Code Field Service Shifts](https://help.salesforce.com/s/articleView?id=service.fs_shift_background_color.htm&release=264.0.0&type=5 "Use a background color to identify different types of shifts in the Field Service schedule view and dispatch console. Background colors let you add visual information that works along with status-based horizontal color bars in shift cells. You can add a background color to a shift or a shift template.")
- [Nonstandard Field Service Shifts](https://help.salesforce.com/s/articleView?id=service.fs_shifts_nonstandard_shifts.htm&release=264.0.0&type=5 "Nonstandard shifts in Field Service are shifts not sought by mobile workers for various reasons, such as inconvenient hours or increased workload. Identifying and marking shifts as non-standard helps the shift planner assign shifts in a more equitable and balanced way, which can reduce dissatisfaction and attrition.")
- [Field Service Guidelines for Shift Availability](https://help.salesforce.com/s/articleView?id=service.fs_shifts_guidelines.htm&release=264.0.0&type=5 "Learn how to define valid shifts and show when your workers are available for shift work. Shifts can work alone or alongside operating hours and service territory memberships to define workforce availability. Designate shifts to show availability for specific types of work or tasks, or for specific territories. For example, you can designate an on-call shift for emergency appointments only.")
- [Guidelines for Recordset Filter Criteria](https://help.salesforce.com/s/articleView?id=service.fs_rfc_considerations.htm&release=264.0.0&type=5 "Field Service filter criteria let you match records in one object against records in another. For example, you can choose criteria to filter which service appointments can be scheduled during a shift.")