Create the criteria for a service organization

task australia Updated Sep 10, 2026 1 min read create-service-organization-criteria.md
Raw file servicenow.com

Define the criteria within 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

Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

Procedure

  1. Navigate to All > Customer Service > Service Organizations > Administration > Organization Criteria.

  2. Select New.

  3. On the form, fill in the fields.

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 Organization (formerly 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 organizations (formerly 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**.
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