Create a criteria for a matching rule in Work scheduler

task brazil Updated Sep 10, 2026 1 min read assignment-rules-work-scheduler-wfo-itsm.md
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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

  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 ITSM

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