---
schema_version: "1"
id: c9584516b034cd98e705b9d30b3dbd3f91d29ab38111ef73b94f274c8b7fb0f7
title: "Work Rule Type: Match Boolean"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_optimization_theory_work_rules_match_boolean.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules_match_boolean.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dbc08fea0e94d419e10b754b1fe708dc36c197231c5ed937a1ef4cc62c2c16cd
description: The Match Boolean work rule type enforces scheduling preferences based on a checkbox (Boolean) field on service resources. If you're using Enhanced Scheduling and Optimization, the Match Boolean work rule is a Field Service database work rule type. If you're not using Enhanced Scheduling and Optimization, this is an Apex work rule type.
products:
  - Field Service
release: "264"
---
# Work Rule Type: Match Boolean

The Match Boolean work rule type enforces scheduling preferences based on a checkbox (Boolean) field on service resources. If you're using Enhanced Scheduling and Optimization, the Match Boolean work rule is a Field Service database work rule type. If you're not using Enhanced Scheduling and Optimization, this is an Apex work rule type.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations 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>

![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._

Work rules of this type contain two key settings.

 
| Field Name | Description |
| --- | --- |
| Resource Property | The API name of the checkbox field on service resources that defines the scheduling requirement. For example, IsActive. |
| Value is True | If selected, the Resource Property must be True (selected) for a service resource to be assigned to a service appointment. If not selected, the Resource Property must be false (deselected) for a resource to be assigned to an appointment. When using Enhanced Scheduling and Optimization, if the Boolean field on the service resource is empty, the rule isn't applied. |

To control which checkbox fields are available as resource properties:

- Add the API name of any checkbox field as a picklist value in the Resource Property field on the Work Rule custom object in Setup.
- Make sure that the value has been enabled for the record type.

Field Service includes a standard Match Boolean work rule named Active Resources. This work rule:

- Assures that only active service resources are considered for scheduling.
- Lets you preserve historical data on the Gantt. When a service resource leaves your company, their assignment data remains.
- Doesn’t make sure that the optimization engine reschedules appointments for inactive service resources. You must manually unschedule these appointments.

![Active Resources work rule](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_active_resources.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note A scheduling policy can contain up to five Match Boolean work rules.

Create work rules from the Work Rules tab. To view or add work rule fields open the **Object Manager** in Setup and select the **Work Rule** custom object. Add work rules to a scheduling policy from the **Customize Scheduling Policies** page in Guided Setup or from the Scheduling Policy Work Rules related list on a scheduling policy.

#### See Also

- [Service Resource Fields for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_resource_fields.htm&release=264.0.0&type=5 "Service resources, resource absences, resource capacity records, assigned resources, and resource preferences have these fields. Sometimes certain fields aren’t visible or editable depending on your page layout and field-level security settings.")
- [Create and Manage Field Service Work Rules](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules.htm&release=264.0.0&type=5 "Work rules refine the list of candidates for a service appointment by rejecting service resources that violate any rule. Add work rules to any Field Service scheduling policy to guide schedule optimization.")