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SchedulingRule

Represents a scheduling rule in Workforce Engagement Management. Scheduling rules determine when agents are assigned to shifts.

Parent Type

This type extends the Metadata metadata type and inherits its fullName field.

File Suffix and Directory Location

SchedulingRule components have the suffix .schedulingRule and are stored in the SchedulingRules folder.

Version

SchedulingRule components are available in API version 53.0 and later.

Special Access Rules

This type is available only if Workforce Engagement is enabled in your org. To view, create, edit, and delete records, the user requires the Workforce Engagement Planner permission set.

Fields

Field Name	Description
isProtected	Field Type boolean Description Indicates whether the component is protected (`true`) or not (`false`). The default value is `false`.
masterLabel	Field Type string Description Required. The name of the rule.
schedulingCategory	Field Type SchedulingCategory (enumeration of type string) Description Required. What the scheduling logic applies the rule to. The valid values are: `A`—Service Appointment `B`—Shift
schedulingRuleParameters	Field Type SchedulingRuleParameter[] Description Parameters associated with a scheduling rule, such as work limits.
schedulingRuleType	Field Type SchedulingRuleType (enumeration of type string) Description Required. Specifies the type of rule. The valid values are: `A`—Active Resources `B`—Match Skills `C`—Availability `M`—Match Territory `Q`—Match Queue `RestTimeMinutes`—Rest Time in Minutes. Available in API version 56.0 and later. `W`—Work Limit `LimitNonstandardShifts`—Specifies a rule type that limits how many non-standard shifts can be assigned to each agent. Available in API version 54.0 and later.

SchedulingRuleParameter

Represents a scheduling rule parameter, such as a work limit, that’s associated with a scheduling rule.

Field Name	Description
schedulingParameterKey	Field Type SchedulingParameterKey (enumeration of type string) Description Required. The scheduling rule parameter key. `C`—Constraint Field Name `L`—Limit Type `R`—Resolution `T`—Time Resolution `W`—Work Unit `ConsiderAbsence`—Consider resource absences when evaluating availability. Available in API version 56.0 and later. `ConsiderSTM`—Consider service territory membership, which defines working hours, when evaluating availability. Available in API version 56.0 and later.
value	Field Type string Description The scheduling rule parameter value.

Field Name

Description

schedulingParameterKey

Field Type

SchedulingParameterKey (enumeration of type string)

Description

Required. The scheduling rule parameter key.

C—Constraint Field Name
L—Limit Type
R—Resolution
T—Time Resolution
W—Work Unit
ConsiderAbsence—Consider resource absences when evaluating availability. Available in API version 56.0 and later.
ConsiderSTM—Consider service territory membership, which defines working hours, when evaluating availability. Available in API version 56.0 and later.

value

Field Type: string
Description: The scheduling rule parameter value.

Declarative Metadata Sample Definition

The following is an example of a SchedulingRule component.

1<?xml version="1.0" encoding="UTF-8"?>
2<SchedulingRule xmlns="http://soap.sforce.com/2006/04/metadata">
3    <masterLabel>Max Shifts Per Week</masterLabel>
4    <schedulingCategory>B</schedulingCategory>
5    <schedulingRuleParameters>
6        <schedulingParameterKey>C</schedulingParameterKey>
7        <value>MaxShiftsPerWeek</value>
8    </schedulingRuleParameters>
9    <schedulingRuleParameters>
10        <schedulingParameterKey>W</schedulingParameterKey>
11        <value>Shifts</value>
12    </schedulingRuleParameters>
13    <schedulingRuleParameters>
14        <schedulingParameterKey>R</schedulingParameterKey>
15        <value>Week</value>
16    </schedulingRuleParameters>
17    <schedulingRuleParameters>
18        <schedulingParameterKey>L</schedulingParameterKey>
19        <value>Max</value>
20    </schedulingRuleParameters>
21    <schedulingRuleType>W</schedulingRuleType>
22</SchedulingRule>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3    <types>
4        <name>SchedulingRule</name>
5	<members>MaxShiftsPerWeek</members>
6    </types>
7    <version>53.0</version>
8</Package>

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.

Metadata API Developer Guide