Create a filter constraint or a ranking criteria for a task recommendation policy
Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules.
Before you begin
Role required: admin, wm_admin, sn_task_recommend.task_rec_admin
Procedure
-
Navigate to Field Service > Task Recommendation Administration > Task Recommendation Policies.
-
Open a policy from the list.
-
To create either a filter constraint or a ranking criteria, do one of the following:
- To create a filter constraint, click New in the Filtering Constraints related list.
- To create a rating criteria, click New in the Ranking Criteria related list.
-
On the form, fill in the fields.
|
Field |
Description |
|---|---|
|
Task recommendation policy |
Name of the task recommendation policy for which you are defining the criteria. |
|
Recommendation criteria |
Recommendation criteria for which this criteria acts as an input. |
|
Order |
Order in which this criteria is evaluated. |
|
Application |
Name of the application. |
|
Weight |
Weight for the filtering constraint. Assign a higher weight to the criteria that are more important. |
|
Ranking method |
Method for ranking the criteria. Choices are as follows:- More is better: When setting the ranking, a higher value is better. For example, more skills availability is better when determining the task ranking.
|
Result
The task recommendation policy-related criterion is created successfully. The criterion is added to the appropriate related list: Filtering Constraint or Ranking Criteria.
---
title: Create a filter constraint or a ranking criteria for a task recommendation policy
description: Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/create-filtering-constraint.html
release: brazil
product: Field Service Scheduling
classification: field-service-scheduling
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Task Recommendation Policies, Configure Intelligent Task Recommendations, Setting up a Field Service scheduling method, Configure, Field Service Management]
---
# Create a filter constraint or a ranking criteria for a task recommendation policy
Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules.
## Before you begin
Role required: admin, wm\_admin, sn\_task\_recommend.task\_rec\_admin
## Procedure
1. Navigate to **Field Service** > **Task Recommendation Administration** > **Task Recommendation Policies**.
2. Open a policy from the list.
3. To create either a filter constraint or a ranking criteria, do one of the following:
- To create a filter constraint, click **New** in the Filtering Constraints related list.
- To create a rating criteria, click **New** in the Ranking Criteria related list.
4. On the form, fill in the fields.
<table id="table_bfh_tx2_cqb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Task recommendation policy
</td><td>
Name of the task recommendation policy for which you are defining the criteria.
</td></tr><tr><td>
Recommendation criteria
</td><td>
Recommendation criteria for which this criteria acts as an input.
</td></tr><tr><td>
Order
</td><td>
Order in which this criteria is evaluated.
</td></tr><tr><td>
Application
</td><td>
Name of the application.
</td></tr><tr><td>
Weight
</td><td>
Weight for the filtering constraint. Assign a higher weight to the criteria that are more important.
</td></tr><tr><td>
Ranking method
</td><td>
Method for ranking the criteria. Choices are as follows:- **More is better:** When setting the ranking, a higher value is better. For example, more skills availability is better when determining the task ranking.
- **Less is better:** When setting the ranking, a lower value is better. For example, less travel time is better when determining the task ranking.
</td></tr></tbody>
</table>5. Click **Submit**.
## Result
The task recommendation policy-related criterion is created successfully. The criterion is added to the appropriate related list: Filtering Constraint or Ranking Criteria.
| title | Create a filter constraint or a ranking criteria for a task recommendation policy |
| description | Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/create-filtering-constraint.html |
| release | brazil |
| product | Field Service Scheduling |
| classification | field-service-scheduling |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Task Recommendation PoliciesConfigure Intelligent Task RecommendationsSetting up a Field Service scheduling methodConfigureField Service Management |