Match Fields is a Workforce Scheduling work rule type that matches a service appointment
field with a service resource field. It’s a great way to enforce requirements based on custom
fields. Match Fields work rules are supported for global, in-day, and resource optimization.
Match Fields work rules are applicable to field scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Work rules of this type contain three key settings.
| Field Name |
Description |
| Service Property |
The API name of the field on service appointments that helps define the scheduling
requirement. All primitive data types are supported. If the service appointment matching
field is empty, all service resources are considered valid. |
| Boolean Operator |
The required relationship between the Service Property and the Resource Property.
For example, if =, a service appointment’s Service Property value must equal a service
resource’s Resource Property value for the resource to be assigned to the
appointment. |
| Resource Property |
The API name of the field on service resources that helps define the scheduling
requirement. All primitive data types are supported. If the resource matching field is
empty, then the service resource isn’t a valid candidate for any service appointment
with matching field requirements. |
To control which fields are available as resource and service properties:
- Add the API name of any field as a picklist value in the
Resource Property or Service
Property fields on the Work Rule custom object in
Setup.
- Make sure that the value has been enabled for the record type.
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.
