---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create matching rules

# Create matching rules for intraday events {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create matching rules to specify which tasks and technicians to include in prioritized intraday optimization runs.

## Vorbereitungen

[Set up prioritized intraday optimization with matching rules](https://servicenow-prod.fluidtopics.net/uUz0DuHyPZWqPfgOsfBaww "Configure prioritized intraday optimization to use matching rules that narrow job assignment decisions. Matching rules deliver focused, efficient job recommendations.")

Role required: wm_admin

## Warum und wann dieser Vorgang ausgeführt wird

Create matching rules within a specific intraday optimization configuration. Matching rules execute in order based on the Execution Order field, with lower numbers processing first.

## Prozedur

1. Navigate to AllSchedule OptimizationIntraday OptimizationConfigurations.
2. Select the configuration where you want to add the matching rule.
3. In the Matching Rules tab, select New.  
   A new window opens with the Matching Rule form.
4. Complete the form.  
   {#create-matching-rules-for-intraday-events__table_om2_rvx_g3c__entry__2}

   | Field | Description |
   |-|-|
   | Execution Order | Order in which the rule processes: Rules with lower numbers process first. All rules execute from the lowest to the highest order numbers, regardless of order in the list. For example, matching rule with order 100 includes technicians with specific skills who are available within a defined time frame. When technicians match the criteria, they're included in optimization. When no technicians meet the criteria, the second rule (order 200) runs with broader criteria. |
   | Active | Select the check box to enable the rule. |
   | Table | Table with the records that the matching rule applies to. Select Intraday Event or an extension of that table. |
   | Conditions | Conditions in which the matching rule applies. Define conditions that classify which types of events the rule executes for. |
   | Matching | Indicates the option to match the rules. Select Selection Criteria to use the supported criteria for radius and skills. Other options require custom configuration. |
   [Tabelle : 1. Matching rules form]

   {#create-matching-rules-for-intraday-events__table_om2_rvx_g3c}
5. Select Submit.
6. If you selected Selection Criteria in the Matching field, add matching criteria in the Matching Criteria related list.
7. Choose which event types use matching rules.
   1. Navigate to AllSchedule OptimizationIntraday OptimizationEvent Types.
   2. For each event type you want to optimize with matching rules, set the Prioritized field to True.
   {#create-matching-rules-for-intraday-events__substeps_rhb_htj_xhc}

## Ergebnisse

The matching rule is added to the configuration and executes when the specified conditions are met during prioritized intraday optimization.

