Create or modify an Agent Efficiency determination rule
Create or modify an Agent Efficiency determination rule for work order tasks.
Before you begin
Role required: wm_admin, wm_dispatcher
About this task
An Agent Efficiency determination rule automatically assigns Agent Efficiency criteria to a qualified work order task. Intelligent Task Recommendation uses Agent Efficiency determination rules to recommend the best-suited tasks for an agent.
Procedure
-
Navigate to All > Agent Efficiency > Agent Efficiency Determination Rules.
-
Create or modify a determination rule.
- To create a new rule, select New.
- To modify a rule, select its name.
-
On the form, fill in or modify the fields.
|
Field |
Description |
|---|---|
|
Name |
Name of the rule. |
|
Application |
Application to which the rule applies. This field is automatically set to Global and cannot be modified. |
|
Type |
The type of the determination rule.- Simple: A simple determination rule using one or more filter conditions.
|
|
Active |
Activates the determination rule. |
|
Source table |
The table to which this determination rule applies. |
|
Order |
The priority for the determination rule. Determination rules with lower order values are applied first. |
|
Condition |
One or more conditions to determine the work order tasks to which this determination rule applies.Note: This field appears only when Type is selected from Simple. |
|
Agent efficiency criteria |
The Agent Efficiency criterion to which the determination rule applies.Note: This field appears only when Type is selected from Simple. |
|
Script |
A script to define the determination rule details.Note: This field appears only when Type is selected from Advanced. |
Result
The determination rule is created.
What to do next
---
title: Create or modify an Agent Efficiency determination rule
description: Create or modify an Agent Efficiency determination rule for work order tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/workforce-optimization-for-field-service/create-or-modify-agent-efficiency-determination-rule.html
release: brazil
product: Workforce Optimization for Field Service
classification: workforce-optimization-for-field-service
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Agent Efficiency, Set up workforce, Configure, Field Service Management]
---
# Create or modify an Agent Efficiency determination rule
Create or modify an Agent Efficiency determination rule for work order tasks.
## Before you begin
Role required: wm\_admin, wm\_dispatcher
## About this task
An Agent Efficiency determination rule automatically assigns Agent Efficiency criteria to a qualified work order task. Intelligent Task Recommendation uses Agent Efficiency determination rules to recommend the best-suited tasks for an agent.
## Procedure
1. Navigate to **All** > **Agent Efficiency** > **Agent Efficiency Determination Rules**.
2. Create or modify a determination rule.
- To create a new rule, select **New**.
- To modify a rule, select its name.
3. On the form, fill in or modify the fields.
<table id="table_ic4_cbb_fdc"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Name
</td><td>
Name of the rule.
</td></tr><tr><td>
Application
</td><td>
Application to which the rule applies. This field is automatically set to **Global** and cannot be modified.
</td></tr><tr><td>
Type
</td><td>
The type of the determination rule.- **Simple**: A simple determination rule using one or more filter conditions.
- **Advanced**: A determination rule that uses a script.
</td></tr><tr><td>
Active
</td><td>
Activates the determination rule.
</td></tr><tr><td>
Source table
</td><td>
The table to which this determination rule applies.
</td></tr><tr><td>
Order
</td><td>
The priority for the determination rule. Determination rules with lower order values are applied first.
</td></tr><tr><td>
Condition
</td><td>
One or more conditions to determine the work order tasks to which this determination rule applies.**Note:** This field appears only when **Type** is selected from **Simple**.
</td></tr><tr><td>
Agent efficiency criteria
</td><td>
The Agent Efficiency criterion to which the determination rule applies.**Note:** This field appears only when **Type** is selected from **Simple**.
</td></tr><tr><td>
Script
</td><td>
A script to define the determination rule details.**Note:** This field appears only when **Type** is selected from **Advanced**.
</td></tr></tbody>
</table>4. Select **Submit**.
## Result
The determination rule is created.
## What to do next
[Assign an Agent Efficiency value to agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/field-service-management/workforce-optimization-for-field-service/assign-efficiency-value-to-agents.md)
| title | Create or modify an Agent Efficiency determination rule |
| description | Create or modify an Agent Efficiency determination rule for work order tasks. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/workforce-optimization-for-field-service/create-or-modify-agent-efficiency-determination-rule.html |
| release | brazil |
| product | Workforce Optimization for Field Service |
| classification | workforce-optimization-for-field-service |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Agent EfficiencySet up workforceConfigureField Service Management |