Add Shift Scheduling Constraints

Scheduling constraints are records that are defined on the service resource or service territory. They set  the limit for how many shifts, in units or hours, can be assigned to a resource over a given time period (for example a day, week, or month). To match service resources to shifts, the work limit-type scheduling rule looks first for a constraint on the service resource. If no constraint is found, the rule looks for a scheduling constraint on the service territory.

Required Editions

Available in: Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

Define a scheduling constraint for each service resource, either on the service resource record or on the service territory. If you don’t know what limits to set, it’s OK to set up constraints with empty values.

Note You can create up to 50 scheduling constraints.

1. Open Scheduling Constraints in the App Launcher.
2. Click New.
3. Name your scheduling constraint, then fill out the related details.
4. Save your changes.
5. Open Service Resources or Service Territories from the App Launcher.
6. Open the Service Resource or Service Territory where you want to add a constraint.
7. In the Scheduling Constraints field, add your constraint, and save your changes.

See Also

• Create a Scheduling Objective for Shifts
• Create a Scheduling Rule for Shifts
• Scheduling Rule Types