Match Boolean is a Workforce Scheduling work rule type that enforces scheduling preferences based on a checkbox (Boolean) field on service resources. Match Boolean work rules are applicable to field and on-site scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
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. 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.
Workforce Scheduling 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.
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.