Required Resources is a Workforce Scheduling work rule type that ensures that a service
appointment’s required resource preferences are respected. If a service appointment, work order,
or work order line item has a related Resource Preference record of type Required for a
particular service resource, a Required Resources work rule ensures that the related service
appointments are assigned to that service resource. Required Resources work rules are applicable
to field and on-site scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Required Resources work rules are a useful way to preserve one-on-one customer-provider
relationships, such as home healthcare. These work rules are highly restrictive, because they
limit the pool of potential assigned resources to consider only those who are listed as required
in the Resource Preferences related list on the related work order or account.
You can also create Resource Preference records at the account level. However these preference
records are enforced only when listed on the work order or work order line item. When listing
these records on the account, a built-in trigger logic is used with standard actions such as
Schedule New Appointment, Change Time Slot, and
Find Candidates. This logic automatically
creates Resource Preference records related to the work order or work order line item based on
the resource preferences defined at the account level.
If you’re creating a work order or work order line item from custom code or automation, and
you’ve populated the account on the work order or work order line item that has Resource
Preferences, those records aren’t automatically recreated on the work order or work order line
item automatically.
Required Resources work rules are a useful way to preserve one-on-one customer-provider
relationships, such as home healthcare. These work rules are highly restrictive, because they
limit the pool of potential assigned resources to consider only those who are listed as required
in the Resource Preferences related list on the related work order or account.
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.
