Configure territory fields to appear in Territory Planning console

Customize the information displayed for territories in the Territory Planning console by configuring the contextual side panel fields. This enhances planning efficiency with personalized data, helping to take informed decisions.

始める前に

Role required: wm_admin

このタスクについて

You can configure both predefined and calculated fields for territories.

手順

1. Navigate to All > app_cmn_field_set.list.do.
   The list of predefined application field sets appear.
2. To configure pre-defined fields, select FSM Territory Form Fields.
   1. Review the list of available fields such as parent assignment, territory, active, rank, color, and geography.
   2. To display a field in the Territory Planning console, set the Default show field to true.
   3. Organize the order in which the fields appear in the console by entering values in the Order column.
3. To configure calculated fields, select FSM Territory Form Calculated Fields.
   1. Navigate to the calculated fields section, which includes the number of children, qualification groups, dispatched groups, assignment groups, and KPI range.
   2. To display a field in the Territory Planning console, set the Default show field to true.
   3. Organize the order in which the fields appear in the console by entering values in the Order column.

タスクの結果

The configured fields appear in the Territory Planning console. To view the changes, log in as a territory planner and navigate to the console. For more information, see View territory information in contextual side panel.