Create a compound selection rule
Create a compound selection rule when you have a service that requires two or more resources, each from separate groups. These groups are defined in subrules. For example, a bicycle tune-up requires one technician and one bike rack.
This procedure assumes that no selection rules have been created previously for this service.
- In the Navigation Pane, click Settings, click Business Management, and then click Services.
- In the list of services, open the service to which you want to add a selection rule.
- On the Service form, click the Required Resources tab, and then double-click the first selection rule in the right pane.
Selection rules appear in the tree beside .
- In the Edit a Selection Rule dialog box, enter the following information.
Select All. This indicates that the selection should follow each of the subrules.
For this procedure, do not select a quantity, or you will not get the expected results.
Enter any additional information about the scheduling rule you want to record.
- Selection Site
This option defines whether the resources must all be from the same site, or if they can be from any site in the business unit. This option is only available in the top-level selection rule.
- Click OK.
- Under Common Tasks, click Add a Selection Rule.
A new selection subrule appears in the selection rule tree connected to the first selection rule, and the Add a Selection Rule dialog box opens automatically.
- Repeat steps 5 and 6 to define the subrule. Selection Site is not available for subrules.
- Select the new subrule in the details pane.
- Under the Common Tasks, you can add resources.
- Click OK.
- In the right pane, click the first selection rule.
- Repeat steps 7 through 11 to define additional subrules and add resources to them.
- Click Save or Save and Close.