Create a criteria for a matching rule in Work scheduler

task australia Updated Sep 10, 2026 1 min read assignment-rules-work-scheduler-wfo-cs.md
Raw file servicenow.com

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

  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.

  5. Select Submit.

Parent Topic:Assigning work using Work Scheduler in Workforce Optimization for Customer Service

Search documentation
Search document titles and file paths on the australia branch