---
schema_version: "1"
id: edf6d2c3e5d16a477ba957aa10945ede4026ec24fcafa9fc415d25777bad5ee6
title: Create Criteria-Based Maintenance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_rfc_create_any_criteria.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_rfc_create_any_criteria.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a9482a827cf73d17b8801da1bbc0996a935af4625fc0f6af9cfc58942b1e417a
description: Create recordset filter criteria using standard or customized fields on assets to identify thresholds that trigger maintenance work.
products:
  - Field Service
release: "264"
---
# Create Criteria-Based Maintenance

Create recordset filter criteria using standard or customized fields on assets to identify thresholds that trigger maintenance work.

### 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="d155988e73">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d155988e73 ">To view, create, and update recordset filter criteria</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d155988e73 ">
                <p>View, create, and edit on Service Appointments, Shifts, Recordset Filter Criteria, and
                  Recordset Filter Criteria Rules</p>
                <p>AND</p>
                <p>Delete on Recordset Filter Criteria
                  Rules</p>
                <p style="margin-bottom:0;">View access on the Source Object, Filtered Object, and Filtered Object
                  fields</p>
              </td>

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

1. From the App Launcher, click **Recordset Filter Criteria**.
2. Click **New**.
3. Enter a name and description for the criteria.
4. Add filter conditions:
    1. To define if the criteria is valid if all conditions are true or at least one of the conditions is true, select a **Logical Operator**.
    2. Select the criteria field, operator field, and fill in the value field. The **Value** input changes depending on the asset field that you choose. For example, picklist fields show the list of available choices.
    3. To add another condition, click **\+ Add Condition**. Continue adding criteria rules as needed.
5. **Save** the filter criteria.
6. Create a criteria-based maintenance work rule:
    1. In Maintenance Work Rule Type select Criteria-based.
    2. In Recordset Filter Criteria, search for and select the recordset filter criteria to use.
    3. Complete the remaining maintenance work rule details as appropriate.
    4. Save your changes.

- **[Guidelines for Criteria-Based Maintenance](https://help.salesforce.com/s/articleView?id=service.fs_rfc_create_any_criteria.htm&release=264.0.0&type=5)**  
    To optimize technician productivity and increase uptime and mean time to failure of equipment, create criteria-based maintenance work rules for maintenance assets.

## Guidelines for Criteria-Based Maintenance

To optimize technician productivity and increase uptime and mean time to failure of equipment, create criteria-based maintenance work rules for maintenance assets.

Watch the video to see how to use maintenance work rules to generate work orders and schedule preventive maintenance based on asset usage.

Watch the video to see how to define maintenance work rules based on product characteristics and maintenance conditions.

### Next Work Order Generation

Criteria-based maintenance work rules behave as though **Generate new batch upon completion** is set. This behavior applies to the generation of work orders, and, when one work order line item per asset is selected, work order line items.

If an incomplete work order is created from a criteria-based maintenance work rule, no new work orders are created until the active work order is completed. A work order is considered complete when its status is Cannot Complete, Canceled, Completed, or Closed. After the work order is completed, if the criteria are still true at the next work order generation, a new work order is generated.

For example, take a filter with the rule that cumulative downtime is greater than or equal to 1,000 hours. If the cumulative downtime value moves from 982 to 1,024, a work order is created. After that work order is completed, because cumulative downtime is still greater than 1,000, a new work order is created. If **One work order line item per asset** is selected on the maintenance plan, this example applies in the same way to work order line item generation.

### Sort Order

The effect of sort order on criteria-based maintenance work rules is independent of sort order on calendar-based maintenance work rules. For example, a criteria-based maintenance work rule with sort order 1 and a calendar-based maintenance work rule with sort order 2 generate work orders, although they have the same suggested maintenance date.