---
sourceDocument: Xanadu Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/field-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Enable identification of relevant territories for a work order or work order task

# Enable identification of relevant territories for a work order or work order task {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Enable identification of the most relevant territories for work orders or work order
tasks by setting matching rules and conditions.

## Before you begin

Role required: sn_fsm_tp.fsm_territory_planner

## About this task

The Field Service Territory Planning configuration enables filtering
of the most eligible territories for a work order or work order task. This
configuration is stored in a matching rule that is based on the Selection criteria matching type.  
The default configuration uses the Field Service Territory Planning: Get eligible territories for Work Orders and Field Service Territory Planning: Get eligible territories for Work Order Tasks matching rules, which use the following matching criteria:

* Match Territory from Task Location
* Filter based on Territory condition
{#create-territory-conditions-in-console__ul_vb1_pzl_sx}You can also use matching rules for auto assignment if you create an assignment rule.

Create conditions to be able to filter and identify the most relevant territory for
work orders or work order tasks.

## Procedure

1. Navigate to AllField ServiceTerritory PlanningTerritory Planning Console.
2. In the Territories panel, select a territory from the Browse All list.
3. Select the Actions icon (![Actions icon.]()) on the territory card and select View Details.
4. Select More and then select Territory Conditions.
5. Select New.
6. On the form, fill in the fields.  
   {#create-territory-conditions-in-console__table_rvf_vqh_ttb__entry__2}

   | Field | Description |
   |-|-|
   | Territory | Name of the territory. This field is automatically set to the selected territory. |
   | Territory Model Source | Name of the source for which you want to filter the territory, either a work order or work order task. |
   | Table Name | Either the Work Order Task \[wm_task\] or Work Order \[wm_order\] table. This field is automatically set based on the value selected in the Territory Model Source field. |
   [Table 1. Territory Condition form]

   {#create-territory-conditions-in-console__table_rvf_vqh_ttb}
7. Add filter conditions.
   1. In the Condition field, select Set conditions.
   2. Create the condition.  
      For example, \[State\] \[is\] \[Pending Dispatch\] AND \[Active\] \[is\] \[true\].
   3. **Optional:** Add an alternate OR condition by selecting New condition set and adding the conditions.
   4. Select Set.
   {#create-territory-conditions-in-console__substeps_z1z_bsh_ttb}
8. Select Save.
{#create-territory-conditions-in-console__steps_tcz_rgb_f5b}

## Result

The conditions to help determine the best matched territories for a work order or work order task are set.

*[\>]: and then