Create a criteria for a matching rule in Work scheduler
Add a criteria for a matching rule to enable assignment of work items to team members based on the rule.
Before you begin
Important:
Starting with the Brazil release, Work scheduler is no longer deployed, enhanced, or supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.
Role required: admin
About this task
The following matching rules, which are available by default, are based on the selection criteria matching type:
| Rule name | Work configuration name | Table | UX app route |
|---|---|---|---|
| Incident Matching rule | Incidents | Incident [incident] | Incident |
| Problem Matching rule | Problems | Problem [problem] | Problem |
| Requested item Matching rule | Requested items | Requested Item [sc_req_item] | Requested item |
| Request Matching rule | Requests | Request [sc_request] | Request |
| Catalog Task Matching rule | Catalog Task | Catalog Task [sc_task] | Catalog task |
| Change Request Matching rule | Change Request | Change Request [change_request] | Change requests |
| Change Task Matching rule | Change Task | Change Task [change_task] | Change task |
For information on how matching criteria works, see Matching criteria for work items in Work scheduler.
The following four criteria are available by default:
- WFO-Mandatory skills
- WFO-Availability
- WFO-Optional skills
- WFO-Timezone overlap
Procedure
-
Navigate to All > Work scheduler > Matching Rules.
-
In the Matching Rules list, select a matching rule; for example, the Incident matching rule.
-
In the Select Criteria related list, select New.
-
Fill in the fields on the form.
For information on creating a new matching criteria, see Create assignment workbench matching criteria.
-
Select Submit.
- Matching criteria for work items in Work scheduler
The assignment workbench uses configurable matching criteria, such as skills and availability, to evaluate the agents in a selected group and provide an overall ranking.
Parent Topic:Assigning work using Work Scheduler in Workforce Optimization for Customer Service
---
title: Create a criteria for a matching rule in Work scheduler
description: Add a criteria for a matching rule to enable assignment of work items to team members based on the rule.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/assignment-rules-work-scheduler-wfo-cs.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Assigning work using Work Scheduler, Workforce Optimization for Customer Service, Agent management, Use, Customer Service Management]
---
# Create a criteria for a matching rule in Work scheduler
Add a criteria for a matching rule to enable assignment of work items to team members based on the rule.
## Before you begin
**Important:**
Starting with the Brazil release, Work scheduler is no longer deployed, enhanced, or supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.
Role required: admin
## About this task
The following matching rules, which are available by default, are based on the selection criteria matching type:
|Rule name|Work configuration name|Table|UX app route|
|---------|-----------------------|-----|------------|
|Incident Matching rule|Incidents|Incident \[incident\]|Incident|
|Problem Matching rule|Problems|Problem \[problem\]|Problem|
|Requested item Matching rule|Requested items|Requested Item \[sc\_req\_item\]|Requested item|
|Request Matching rule|Requests|Request \[sc\_request\]|Request|
|Catalog Task Matching rule|Catalog Task|Catalog Task \[sc\_task\]|Catalog task|
|Change Request Matching rule|Change Request|Change Request \[change\_request\]|Change requests|
|Change Task Matching rule|Change Task|Change Task \[change\_task\]|Change task|
For information on how matching criteria works, see [Matching criteria for work items in Work scheduler](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/work-items-assignment-matching-criteria-wfo-cs.md).
The following four criteria are available by default:
- WFO-Mandatory skills
- WFO-Availability
- WFO-Optional skills
- WFO-Timezone overlap
## Procedure
1. Navigate to **All** > **Work scheduler** > **Matching Rules**.
2. In the Matching Rules list, select a matching rule; for example, the **Incident matching rule**.
3. In the Select Criteria related list, select **New.**
4. Fill in the fields on the form.
For information on creating a new matching criteria, see [Create assignment workbench matching criteria](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/create-assignment-wkbench-criteria.md).
5. Select **Submit**.
- **[Matching criteria for work items in Work scheduler](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/work-items-assignment-matching-criteria-wfo-cs.md)**
The assignment workbench uses configurable matching criteria, such as skills and availability, to evaluate the agents in a selected group and provide an overall ranking.
**Parent Topic:**[Assigning work using Work Scheduler in Workforce Optimization for Customer Service](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/work-scheduler-wfo-cs.md)
| title | Create a criteria for a matching rule in Work scheduler |
| description | Add a criteria for a matching rule to enable assignment of work items to team members based on the rule. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/assignment-rules-work-scheduler-wfo-cs.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Assigning work using Work SchedulerWorkforce Optimization for Customer ServiceAgent managementUseCustomer Service Management |