Geography Matching Attributes - Territory Planning Console

MikeEdmonds13
Tera Contributor

‎09-13-2023 10:04 AM

Hello everyone. I'm working with the new Territory Planning Console in a Vancouver PDI, and it's slick. However, there is one feature that is not clear on how it should work or what should be expected - Geographies configured with Matching Attributes as the type. According to the documentation, I should be able to configure this record with the Matching Attributes records and then associate that Geography with a Territory to be shown in the Planning Console. Alas, this is not working as I understand. I have created two geographies, one with a list of specific zip codes and one with a range of zip codes. 

 

Screenshot 2023-09-13 at 11.56.29 AM.png

 

Screenshot 2023-09-13 at 11.57.40 AM.png

 

For both of these, after associating them to territories and viewing them in the console, I see the following error.

Screenshot 2023-09-13 at 12.00.02 PM.png

 

What I'm looking for is a few things.

  1. Is my understanding correct? Will creating these Matching Attributes associated with a geography work the same as defining the geography as a geoJSON and allow them to be related to a territory and visualized on the planning console?
  2. Am I missing a step? Is there some other property or record that needs to be created?

 

 

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Nikit Pandey
ServiceNow Employee
ServiceNow Employee

‎09-22-2023 05:21 AM

The purpose of a geography association with a Territory is two-fold. Firstly, it could be used to visualize the area belonging to a territory in the Territory planning console. Secondly, it is used in the scheduling logic to identify which territories a task could be routed to. 

 

The geographies of type GeoJSON are the ones that can be rendered on the map as an area (as GeoJSON stores that coordinates of the points that form the shape), and are also used in the underlying scheduling logic that maps the task location POI with the territories at hand.   

 

While geographies of type Matching Attributes are more like a logical construct to define the area by supplying condition based logic that can be used for scheduling logic using the task address but does not provide the ability to render the definition on the map.

So, no visualization option available with Matching Attributes type Geography. Hope this answers your question.
   

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