Create the criteria for a service organization

Define the criteria in the service organization criteria [service_organization_criteria] table so that you can later associate your service organizations to a service or your customers to a service organization. You do this task in the Customer Service Management (CSM) application.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Customer Service > Service Organizations > Administration > Service Organization Criteria.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Service Organization Criteria form

   Field	Data type	Description
   Name	String	Name of the criteria.
   Table	Table Name	Table where you must define the criteria. To establish customer associations, you must select Account, Consumer, or Household from the drop-down list in the Table field. Similarly, for associating products and services, you must choose Internal Business Location from the drop-down list in the Table field. Selecting Business Location or Service Organization from the drop-down list in the Table field leads to an error because the system currently doesn’t support fulfillment capabilities for external business locations when resolving a case. Note: Support can be extended to other tables by configuring them in the SOCriteriaTableScript script include.
   Criteria	Conditions	Condition or query filter that matches a list of records in the table.

4. Select Submit.