{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":6095,"path":"customer-service-management/create-assignment-wkbench-criteria.md","title":"Create assignment workbench matching criteria","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create assignment workbench matching criteria\n\nCreate one or more matching criteria that can be used in an assignment workbench configuration.\n\n## Before you begin\n\nRole required: admin\n\n## About this task\n\nThe assignment workbench uses configurable matching criteria, such as skills and availability, to evaluate agents in a selected group and provide an overall ranking. The Matching Criteria \\[matching\\_dimension\\] table stores the individual criterion that can be added to a matching rule to create an assignment workbench configuration.\n\n## Procedure\n\n1.  Navigate to **All** &gt; **Routing and Assignment** &gt; **Criteria**.\n\n2.  Click **New**.\n\n3.  Enter a **Name** and a **Description** for the criterion.\n\n4.  Select the **Type** of matching criterion.\n\n<table id=\"choicetable_at3_1ch_cw\"><tbody><tr><td id=\"d236101e115\">\n\n**Simple Match**\n\n</td><td>\n\nCreates a one-to-one match. For example, match the time zone of an agent with the time zone of a task location.\n\n</td></tr><tr><td id=\"d236101e124\">\n\n**Aggregate**\n\n</td><td>\n\nTakes a simple query as an input and provides aggregate results. The query returns a set of users.\n\n</td></tr><tr><td id=\"d236101e133\">\n\n**Scripted**\n\n</td><td>\n\nIncludes a scripted query which returns a list of users.\n\n</td></tr></tbody>\n</table>5.  To create a **Simple Match** criterion, fill in the following fields.\n\n    |Field|Description|\n    |-----|-----------|\n    |Applies to|The type of task that this criterion applies to.|\n    |Field|The field from the selected task table that you want to match.|\n    |Resource Table|The table that stores the resource to use for this matching criterion.|\n    |Resource Matching Field|The field from the resource table that you want to match.|\n    |Resource Field|The resource field to be displayed for the task records that match the resource records.|\n\n6.  To create an **Aggregate** criterion, fill in the following fields.\n\n<table id=\"table_g2m_atw_rx\"><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nAggregate Table\n\n</td><td>\n\nThe type of task that this criterion applies to.\n\n</td></tr><tr><td>\n\nAggregate Filter\n\n</td><td>\n\nUse the condition builder to create a query that returns a set of users from the selected task table. For example, create a query that returns customer service cases with the following states: New, Open, Awaiting info.\n\n</td></tr><tr><td>\n\nAggregate Field\n\n</td><td>\n\nThe field from the selected task table to be displayed for the task records that match the query conditions.\n\n</td></tr></tbody>\n</table>7.  To create a **Scripted** criterion, fill in the following fields.\n\n    |Field|Description|\n    |-----|-----------|\n    |Script|Create a customized script which returns a list of users. An example script is included. The expected return from a customized script is an array of resource sys\\_ids.|\n    |Aggregate Field|The field from the selected task table to be displayed for the task records that match the query conditions.|\n\n8.  Enter a **Display Name**.\n\n9.  Enable the **Use Reference** field.\n\n    If you use a reference field, fill in the following fields.\n\n    |Field|Description|\n    |-----|-----------|\n    |Reference Table|The table that stores the referenced information.|\n    |Reference Filter|Add filter conditions to return the desired reference information.|\n    |Reference Field|The field from the selected reference table to be displayed for the records that match the filter conditions.|\n    |UI Filter Label|The label for this field that appears on the assignment workbench|\n\n10. Click **Submit**.\n\n\n**Related topics**  \n\n\n[Matching criteria for case assignment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/case-assignment-matching-criteria.md)\n\n"}}