This type of Work Rule filters Service Resources based on its Checkbox fields. Go to Work Rule tab
and create a new Work Rule of record type “Field
Service - Match Boolean”.
After selecting “Field
Service - Match Boolean” click on “Next” button and it will open the below screen. Enter the details as shown in below screen and save it.
Here you will find four fields and its detail is as follows,
Field
|
Type
|
Description
|
Work Rule Name
|
Text
|
Name of your Work Rule.
|
Description
|
Text
|
Description of your Work Rule.
|
Resource Property
|
Pick List
|
1. This is the main field for this Work Rule.
2. This is a pick list field and we can update it's LOV with Service Resource's check box API name. 3. While installing FSL package, by default a rule record named as "Active Resources" has been created whose LOV value is set as "IsActive". |
Value is True
|
Checkbox
|
With this checkbox, we can set the value of the above selected
LOV's (Service Resource's checkbox field) as true/false.
|
Note: After installing FSL managed package system will automatically
create a Work Rule of Boolean type named as “Active Resources” for Service
Resource’s field name “Active” (API Name: IsActive).
As noted above, similarly we can create custom Work Rule for any Service Resource’s field of checkbox
type by adding its API name as LOV of “Resource
Property” field.
Limitation:
A scheduling policy can contain up to 10 Match Boolean work rules.Scenario:
Create a custom checkbox field named as “Is Valuable Resource” under Service Resource Object and then create
a Work Rule (Valuable Resource) of “Match Boolean” type and then put it in Scheduling Policy, so that only valuable
resource(s) will show in Dispatch Console for appointment.
Solution:
Note: For this example, I will work on existing record to make this
discussion to the point. Because here our aim is to check, exclude work rule
behavior, but not to create a Work Order or Service Appointment or Scheduling
Service Resource etc.
Initial Check è Check Service
Resource(s) for Service Appointment (SA-0017).
Check there is four
Service Resources are available
for appointment and they are “Alan Reed,
Martino Castanon, Paul Morrison, Ralph Clark”.
Record Update è
Create a custom checkbox field named as “Is Valuable Resource” under Service Resource Object.
Now update “Is
Valuable Resource” field as true
for Alan Reed and Martino Castanon. For other two it is
set as false.
Work Rule Creation
è
First, add new LOV under Work Rule’s “Resource Property” pick list and LOV value should be the API
name (Is_Valuable_Resource__c)
of above created field (Is Valuable
Resource) under Service Resource.
Then Create a Work
Rule of named as “Valuable Resource”
of type “Field Service - Match Boolean”
and details should be as below screen.
Assign rule to
Scheduling Policy è
Assign the above-created rule to your Scheduling Policy.
Test Resource Availability
è
As per Work Rule, only two resources (Alan Reed and Martino
Castanon) should be show in Dispatch Console for appointment. As other two
resources (Paul Morrison and Ralph Clark) are not valuable
resource, so they will not available for appointment.
