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, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be 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 ITSM
---
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/it-service-management/workforce-optimization-for-it-service-management/assignment-rules-work-scheduler-wfo-itsm.html
release: australia
product: Workforce Optimization for IT Service Management
classification: workforce-optimization-for-it-service-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Assigning work, Work scheduler, Workforce Optimization for ITSM, IT 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, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be 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/it-service-management/workforce-optimization-for-it-service-management/work-items-assignment-matching-criteria-wfo-itsm.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/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/it-service-management/workforce-optimization-for-it-service-management/work-items-assignment-matching-criteria-wfo-itsm.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 ITSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/workforce-optimization-for-it-service-management/work-scheduler-wfo-itsm.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/it-service-management/workforce-optimization-for-it-service-management/assignment-rules-work-scheduler-wfo-itsm.html |
| release | australia |
| product | Workforce Optimization for IT Service Management |
| classification | workforce-optimization-for-it-service-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Assigning workWork schedulerWorkforce Optimization for ITSMIT Service Management |