Work Rule Type: Match Territory

This is a Field Service managed package feature.

This rule compares the Service Territory field value on service appointments with the Service Territory field value on service territory member records. When using Enhanced Scheduling and Optimization, if the service appointment territory field is empty, all service resources from all territories are considered valid candidates.

Note

• While this rule restricts service resources eligible for a service appointment based on service territory, service territories in Field Service influence much more. Service territories control Classic Dispatch Console views, the grouping of service resources, optimization, sharing, and dispatch processes. Service territories must align with time zones. Therefore, make sure that service territories are created to support these other areas of the product first. If you must restrict resource assignments based on specific criteria, consider also using other work rules such as Match Skill or Extended Match.
• A scheduling policy can’t include both a Working Territories work rule and a Match Territory work rule.

Create work rules from the Work Rules tab. To view or add work rule fields open the Object Manager in Setup and select the Work Rule custom object. Add work rules to a scheduling policy from the Customize Scheduling Policies page in Guided Setup or from the Scheduling Policy Work Rules related list on a scheduling policy.