Add constraints to a policy
Add constraints to Schedule Optimization policies to define the mandatory conditions technicians must meet to be considered for a task.
Before you begin
Role required: wm_admin
About this task
Constraints are mandatory conditions embedded in policies that determine whether an assignment group can be considered for a task. If an assignment group does not meet a constraint, it is excluded from consideration. For example, if the Enable Mandatory Skills constraint is active, only assignment groups with agents who have the required skills are considered for task assignments. For a list of constraints, see Objectives and constraints used with Schedule Optimization.
Procedure
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Navigate to All > Schedule Optimization > Administration > Policies.
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Select the policy.
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Select the Constraint tab.
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Select New.
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In the Optimization Features field, select the Lookup icon ([Omitted image "List_SearchIcon.png"] Alt text: Lookup icon.) and select the constraint to add.
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Select Submit.
--- title: Add constraints to a policy description: Add constraints to Schedule Optimization policies to define the mandatory conditions technicians must meet to be considered for a task. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/field-service-scheduling/add-constraint-schedule-optimization-policy.html release: australia product: Field Service Scheduling classification: field-service-scheduling topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Create policies, Schedule Optimization, Setting up a Field Service scheduling method, Configure, Field Service Management] --- # Add constraints to a policy Add constraints to Schedule Optimization policies to define the mandatory conditions technicians must meet to be considered for a task. ## Before you begin Role required: wm\_admin ## About this task Constraints are mandatory conditions embedded in policies that determine whether an assignment group can be considered for a task. If an assignment group does not meet a constraint, it is excluded from consideration. For example, if the Enable Mandatory Skills constraint is active, only assignment groups with agents who have the required skills are considered for task assignments. For a list of constraints, see [Objectives and constraints used with Schedule Optimization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/hard-soft-constraints.md). ## Procedure 1. Navigate to **All** > **Schedule Optimization** > **Administration** > **Policies**. 2. Select the policy. 3. Select the **Constraint** tab. 4. Select **New**. 5. In the **Optimization Features** field, select the Lookup icon \(\[Omitted image "List\_SearchIcon.png"\] Alt text: Lookup icon.\) and select the constraint to add. 6. Select **Submit**.
| title | Add constraints to a policy |
| description | Add constraints to Schedule Optimization policies to define the mandatory conditions technicians must meet to be considered for a task. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/field-service-management/field-service-scheduling/add-constraint-schedule-optimization-policy.html |
| release | australia |
| product | Field Service Scheduling |
| classification | field-service-scheduling |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Create policiesSchedule OptimizationSetting up a Field Service scheduling methodConfigureField Service Management |