Create a matching attributes geography

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

Before you begin

Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

About this task

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.

Procedure

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.

   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.

Result

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.

What to do next

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