Universal Containers wants to ensure that Service Appointments are only assigned to Active Resources.

The requirement is best implemented with the Match Boolean Work Rule for Active Resources. A Match Boolean rule can require the Service Resource Active flag to be true, filtering inactive resources out of candidate evaluation while preserving their historical records.

Salesforce Field Service treats the Service Appointment as the primary unit of scheduling. Scheduling Policies combine Work Rules, which determine whether a resource or time slot is valid, with Service Objectives, which score valid alternatives against business priorities. The selected configuration therefore has to operate at the scheduling layer rather than merely changing descriptive fields on the parent Work Order.

The alternatives address different parts of the Field Service model. Preferred and Required Resources model preferences, while Match Fields compares data values but is not the standard Active-resource boolean control.

This approach keeps the implementation aligned with the standard Field Service data model and avoids unnecessary customization. Study Guide reference: Managing Scheduling and Optimization — Match Boolean Work Rule; Active Resources; Scheduling Policies.