--- schema_version: "1" id: 22551671189df954167a8e794a9215eeeee1de4d2f6b6f0160d8140408059595 title: Manage Rule Validation Checks collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_manage_rule_validations.md canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_manage_rule_validations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 1eea24cf5b3d4d544b27c4f67e6d73f685800108a5ff91627cf4f476271d5995 description: Set how often rules are checked for violations, and what triggers automatic rule validation checks. products: - Field Service release: "264" --- # Manage Rule Validation Checks Set how often rules are checked for violations, and what triggers automatic rule validation checks. ### Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

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

User Permissions Needed
To enable dispatchers to check rules manually:	Custom permission sets: Field Service Dispatcher Permissions Field Service Dispatcher License Custom permissions: Enable Check Rules - All Services Gantt and List - Enable Check Rules Gantt and List - Enable Bulk Check Rule

User Permissions Needed

To enable dispatchers to check rules manually:

Custom permission sets:

Field Service Dispatcher Permissions
Field Service Dispatcher License

Custom permissions:

Enable Check Rules - All Services
Gantt and List - Enable Check Rules
Gantt and List - Enable Bulk Check Rule

![Package icon](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_package.png) _This is a Field Service managed package feature._ 1. From the App Launcher, find and open the **Field Service Admin** app, and then click the **Field Service Settings** tab. Then, click **Dispatcher Console UI** | **Gantt Configurations**. 2. Under **Rules Validations**, configure the following settings.

Setting	Description
Validate rules after indirect Gantt updates	If this option is selected, any indirect Gantt updates not made by the dispatcher trigger rule violation calculation.
Rule Validation Frequency	On Demand: Check rules only when initiated manually by the dispatcher. The dispatcher initiates rule validation for single or multiple service appointments using the right-click menu on the Gantt chart or appointment list. The Check Rules button is used to initiate rule validation for all loaded data appearing on the Gantt chart and appointment list. This setting is the default for Salesforce orgs as of Summer ’21. After Direct Gantt Updates: Check rules after every update initiated by the dispatcher on the Gantt. Updates include scheduling by drag and drop, unscheduling a service appointment, or adding, removing, or modifying a Resource Absence. Always: Check rules after every operation. This setting is the default for Salesforce orgs before Summer ’21. If you set the frequency to After Direct Gantt Updates or to Always, rule validation checks are triggered after these updates only. When you update the Scheduled Start or Scheduled End fields of a service appointment, or when you update the Service Resource or Estimated Travel Time fields of an assigned resource associated with the service appointment. When you update the Scheduled Start or Scheduled End fields of an absence, or when you update the Service Resource or Estimated Travel Time fields of an assigned resource associated with the absence. When you unschedule or delete a service appointment, an assigned resource, or an absence.

Setting

Description

Validate rules after indirect Gantt updates

If this option is selected, any indirect Gantt updates not made by the dispatcher trigger rule violation calculation.

Rule Validation Frequency

On Demand: Check rules only when initiated manually by the dispatcher. The dispatcher initiates rule validation for single or multiple service appointments using the right-click menu on the Gantt chart or appointment list. The Check Rules button is used to initiate rule validation for all loaded data appearing on the Gantt chart and appointment list. This setting is the default for Salesforce orgs as of Summer ’21.
After Direct Gantt Updates: Check rules after every update initiated by the dispatcher on the Gantt. Updates include scheduling by drag and drop, unscheduling a service appointment, or adding, removing, or modifying a Resource Absence.
Always: Check rules after every operation. This setting is the default for Salesforce orgs before Summer ’21.

If you set the frequency to After Direct Gantt Updates or to Always, rule validation checks are triggered after these updates only.

When you update the Scheduled Start or Scheduled End fields of a service appointment, or when you update the Service Resource or Estimated Travel Time fields of an assigned resource associated with the service appointment.
When you update the Scheduled Start or Scheduled End fields of an absence, or when you update the Service Resource or Estimated Travel Time fields of an assigned resource associated with the absence.
When you unschedule or delete a service appointment, an assigned resource, or an absence.

#### See Also - [Set Custom Permissions for Field Service](https://help.salesforce.com/articleView?id=service.pfs_custom_permissions.htm&type=5&language=en_US) - [Check Rule Violations on the Gantt](https://help.salesforce.com/articleView?id=service.pfs_violations.htm&type=5&language=en_US) - [Get Rule Violation Analytics for Field Service (Beta)](https://help.salesforce.com/s/articleView?id=service.pfs_rule_violation_analytics_parent.htm&release=264.0.0&type=5 "Understand the root causes of rule violations in manual scheduling, such as geographical imbalances or skill gaps, and make data-driven decisions by analyzing trends and patterns.")