Create a matching attributes geography

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Creating a geography with matching attributes involves defining geographies based on specific criteria such as city, state, country, or ZIP code.

    Vorbereitungen

    Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Matching attributes provide a precise and criteria-based method for outlining geographies for scheduling without the need for visual appearance. It's a way to categorize and group geographies based on shared attributes, streamlining the process of managing work orders or tasks within those defined criteria.

    Prozedur

    1. Navigate to All > Field Service > Territory Planning > Territory Geography.
    2. In the Territory Geographies page, select New.
    3. On the form, fill in the fields.
      Tabelle : 1. Territory Geography
      Field Description
      Name Name of the geography.
      Geography type Select Matching Attributes.
    4. Select Submit.
    5. Open the geography record to add the matching attributes.
    6. In the Matching Attributes related list, select New.
      1. In the Type field, select a condition to confine the geography boundary.
        For example, Zip/Postal Code is equal to.
      2. In the Zip/Postal Code field, enter a zip or postal code.
      3. In the City field, enter a city name.
      4. In the State field, enter a state name.
      5. In the Country field, enter a country name.
    7. Select Update.
      The geography with matching attributes is created.

    Ergebnisse

    This geography when associated with a territory displays the territory information in the Territories list. It does not have visual appearance on the map when its territory is selected in the Territory Planning console.

    Nächste Maßnahme

    Link the geography to a territory. For more information, see Create a Field Service territory.