Create parent determination rules for service locations

Create parent determination rules that facilitate assignment of a parent to a service location.

始める前に

The Field Service with Service Locations support plugin must be active to enable setting the parent determination rules.

Role required: wm_admin

手順

1. Navigate to All > Field Service > Administration > Service Location Parent Configuration.
2. On the Parent Determination Configuration page, click New.
3. Choose the determining factor for the rule to use and provide the value.

   Criterion	Rule action
   Zip/Postal code	Assigns the provided zip or postal code to a parent location.
   Min Zip/Postal code Max Zip/Postal Code.	Provides the minimum and maximum zip or postal code values used to assign a range to a parent location.
   City State.	Assigns the city and state to a parent location.
   State	Assigns the state to a parent location.

   The Country and Parent fields are required.

   注:

   Once you select the determining criterion, the other fields are grayed out and cannot be selected.
4. Enter the Country name in the text field.
5. In the Parent field, click the Lookup using list icon ( ) and select the parent location from the region list.
6. Click Submit.
   注:

   If you add a rule that already exists in the wm_location_parent_lookup_rule table, an error message displays.

タスクの結果

The parent location is configured and can be associated with a service location.