10.2.5.4. Creating a guided rule to match skills to shift requirements

Procedure

1. In Business Central, go to Menu Design Projects and click the project name.
2. Click Add Asset Guided Rule.
3. Enter ShiftReqiredSkillsAreMet as the Guided Rule name and select the employeerostering.employeerostering Package.
4. Click Ok to create the rule asset.
5. Add a WHEN condition by clicking the in the WHEN field.
6. Select ShiftAssignment in the Add a condition to the rule window. Click +Ok.
7. Click the ShiftAssignment condition, and select employee from the Add a restriction on a field drop-down list.
8. In the designer, click the drop-down list next to employee and select is not null.

9. Click the ShiftAssignment condition, and click Expression editor.

   1. In the designer, click [not bound] to open the Expression editor, and bind the expression to the variable $requiredSkill. Click Set.
   2. In the designer, next to $requiredSkill, select shift from the first drop-down list, then requiredSkill from the next drop-down list.

10. Click the ShiftAssignment condition, and click Expression editor.

    1. In the designer, next to [not bound], select employee from the first drop-down list, then skills from the next drop-down list.
    2. Leave the next drop-down list as Choose.
    3. In the next drop-down box, change please choose to excludes.
    4. Click the icon next to excludes, and in the Field value window, click the New formula button.
    5. Type $requiredSkill into the formula box.
11. Add the THEN condition by clicking the in the THEN field.
12. Select Modify Hard Score in the Add a new action window. Click +Ok.
13. Type -1 into the score actions box.
14. Click Validate in the upper-right corner to check all rule conditions are valid. If the rule validation fails, address any problems described in the error message, review all components in the rule, and try again to validate the rule until the rule passes.
15. Click Save to save the rule.