--- schema_version: "1" id: 82bd0c9ae3232ae0d9f53fac54626f756bf485e6249d74fc8aaa2073521f2b19 title: "Workforce Scheduling Rule Type: Extended Match" collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_work_rules_extended_match.md canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_work_rules_extended_match.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 97304b47a559a87eaa520fa3ac2908bf859dc3bb89bdefa41ddbfbb9edd60b3b description: Use the Extended Match Workforce Scheduling work rule to schedule service appointments using custom criteria. It uses a junction, or linking, object to match a field on the Service Appointment object to a related list on the Service Resource object. Extended Match work rules are applicable to field scheduling. products: - Public Sector - Service Cloud release: "264" --- # Workforce Scheduling Rule Type: Extended Match Use the Extended Match Workforce Scheduling work rule to schedule service appointments using custom criteria. It uses a junction, or linking, object to match a field on the Service Appointment object to a related list on the Service Resource object. Extended Match work rules are applicable to field scheduling. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
Because you can use an Extended Match work rule to match appointments to resources using your own customizations, writing a rule requires some prior setup. Before you get started, create a data model or make sure that you have an existing data model with the appropriate fields. We suggest using [Schema Builder](https://help.salesforce.com/s/articleView?id=platform.schema_builder.htm&language=en_US&type=5). You can apply Extended Match work rules when scheduling appointments. A work rule of this type contains the following settings. | Field | Description | | --- | --- | | Service Appointment Matching Field | The service appointment lookup field value that you’re matching. The field must be of the type Lookup. If the service appointment matching field is empty, all resources are considered valid. | | Linking Object | The junction object used to link service resources to the object that the service appointment matching field references. | | Linking Object Reference Field | The reference field on the linking object that is matched with the Service Appointment Matching Field. If the Linking Object Reference Field is empty, then the service resource isn’t a valid candidate for any service appointment with matching field requirements. | | Time-Phased | Indicates whether the work rule applies only to a certain time period. | | Start Date Field Name | The Date-Time field name on the Linking Object that represents the start time. This field is required when you select Time-Phased. | | End Date Field Name | The Date-Time field name on the Linking Object that represents the end time. This field is required when you select Time-Phased. | ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-workforce_scheduling-264-0-0-production-enus/1eb114f2-bdf8-40c9-98ed-accb880f7906/images/icon_note.png) Note To avoid a potential scheduling or optimization crash, we recommend that when you create Linking Object records, you populate both the Linking Object Reference field and the Service Resource Reference field. After you create the data model for your work rule, finish setting it up by creating a work rule from the Work Rules tab. Use the Extended Match Rule custom Lightning Component helper, or enter the fields manually. To add work rules to a scheduling policy, see [Create and Manage Scheduling Policies in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_policies_manage.htm&release=264.0.0&type=5 "Scheduling policies combine work rules and service objectives to control which resources and time slots Workforce Scheduling assigns to each appointment. Work rules decide who’s eligible, and service objectives decide who’s the best fit. During scheduling and optimization, the engine applies these criteria against factors like resource skills, travel time, and urgency to make sure the right person is assigned to the right job efficiently."). A policy can have up to five Extended Match work rules. ![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-workforce_scheduling-264-0-0-production-enus/1eb114f2-bdf8-40c9-98ed-accb880f7906/images/icon_example.png) Example If your mobile workers support specific ZIP codes, use an Extended Match work rule to assign them appointments within their area. Create a ZIP Code lookup field on the Service Appointment object. Then create a ZIP Code Coverage linking object, add the ZIP Code field, and attach it to the Service Resource object as a related list. Use the Extended Match Rule Lightning Component to create a work rule. The ZIP Code Coverage example has this data model. ![Data model for ZIP Code Coverage example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-workforce_scheduling-264-0-0-production-enus/1eb114f2-bdf8-40c9-98ed-accb880f7906/workforce_scheduling/images/wfs_extended_match_data_model.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-workforce_scheduling-264-0-0-production-enus/1eb114f2-bdf8-40c9-98ed-accb880f7906/images/icon_note.png) Note In this example, if a service appointment has an empty ZIP Code field, the work rule returns all Service Resources. Define other work rules in your policy, such as Match Skills or Match Working Territory, that can narrow resources when there’s no ZIP code on the appointment. Create work rules from Setup. Find and go to **Workforce Scheduling**, and under **Appointment Scheduling Logic**, select **Work Rules**. To view or add work rule fields open the Object Manager in Setup and select the **Work Rule** custom object. To add work rules to a scheduling policy, see [Create and Manage Scheduling Policies in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_policies_manage.htm&release=264.0.0&type=5 "Scheduling policies combine work rules and service objectives to control which resources and time slots Workforce Scheduling assigns to each appointment. Work rules decide who’s eligible, and service objectives decide who’s the best fit. During scheduling and optimization, the engine applies these criteria against factors like resource skills, travel time, and urgency to make sure the right person is assigned to the right job efficiently."). ## Considerations - Time-phased Extended Match work rules can consume up to 80 records on a service resource during the selected time period. Work rules that aren’t time-phased can consume up to 200 records. #### See Also - [Create and Manage Work Rules in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_work_rules_manage.htm&release=264.0.0&type=5 "Work rules filter candidates for a service appointment by rejecting service resources that violate any rule. Every scheduling policy uses work rules to filter candidates before service objectives grade them.")