Field Service Territory Planning components
Several types of components are installed with the Field Service Territory Planning feature, including tables, roles, script includes, and business rules.
Tables
Field Service Territory Planning adds the following tables.
|
Table |
Description |
|---|---|
|
Territorysn_tp_territory |
Stores information about territories, such as the name of a territory. |
|
Territory Conditionsn_tp_territory_condition |
Stores conditions added to a territory to filter the best matched territory for a work order or work order task. |
|
Territory Geographysn_tp_territory_geography |
Stores the geoJSON script information that is auto-generated when drawing a geography for the territories. |
|
Territory Groupsn_tp_territory_group |
Stores information about the qualification, dispatch, and assignment groups assigned to a territory. |
|
Territory Membership Overridesn_tp_territory_membership_override |
Store information whether the agent or crew is primary or secondary member of the territory. |
|
Territory Modelsn_tp_territory_model |
Store information about the default territory model and its mapped territories and resources. |
|
Territory Model Sourcesn_tp_territory_model_source |
Store information about the source tables mapped to the territory model, such as wm_task and wm_order. |
|
Territory Managersn_tp_territory_manager |
Stores information regarding the managers of the territory. |
Field Service Territory Planning adds the following roles.
|
Roles |
Description |
|---|---|
|
Field Service Territory Edit Resource Allocation[sn_fsm_tp.fsm_territory_edit_resource_allocation] |
Edit allocation of resources who are associated with the selected Field Service territory. |
|
FSM Territory Planner[sn_fsm_tp.fsm_territory_planner] |
Create new Field Service territories along with the ability to view the existing Field Service territories, manage resource allocation in territories, and others. |
|
FSM Territory Read[sn_fsm_tp.fsm_territory_read] |
View Field Service territory data. |
|
FSM Territory Manager[sn_fsm_tp.fsm_territory_manager] |
Manage Field Service territories and their related information. Additionally, inherits the role of territory resource manager. |
|
FSM Territory Resource Manager[sn_fsm_tp.fsm_resource_manager] |
Manage Field Service resources of territory where the logged in user has been assigned as resource manager |
Field Service Territory Planning adds the following script includes.
| Script include | Description |
|---|---|
| FieldServiceTerritoryPlanning | Contains the utility functions to provide data, such as territory details, assignment groups, or others to data brokers. |
| MatchTerritoryCondition | Contains the utility functions Filter territories for work order task based on the filtering conditions used by the territory planning matching rules. |
| TerritoryFilters | Contains methods for all reference qualifiers to filter territory based on the corresponding groups, agents, crews, and parent territory. |
| TerritoryMatchingDimensionLocation | Contains the utility functions to filter territories based on the task location to be used by the Matching Rule. |
| TerritoryPlanningHelpers | Contains helper methods for overall territory planning implementation. |
| TerritoryPlanningAJAX | Ajax class that provides helper functions to verify if the territory planning plugin is active, get default model, populate territory in the work order task form, and validates the assignment group selected for a work order task. |
Business Rules
Field Service Territory Planning adds the following business rules.
|
Business Rule |
Table |
Description |
|---|---|---|
|
Delete Agent Override |
Territory Group[sn_tp_territory_group] |
Deletes the modified membership record of an agent if the corresponding group is deleted from the territory. |
|
Delete Crew Member Override |
Territory Group[sn_tp_territory_group] |
Deletes the modified membership record of a crew if the corresponding group is deleted from the territory. |
|
Populate assignment groups |
Territory Group[sn_tp_territory_group] |
Auto-populates the corresponding assignment groups when adding a dispatch group to the territory. |
|
Update Territory if not matched |
Work Order Task[wm_task] |
Validates and assigns the best territory for the selected assignment group if allow_assignment_override is selected. |
|
Validate Qualification Group |
Work Order[wm_order] |
Checks if work order has a valid qualification group. |
|
Allow only unique group-territory |
Territory Group[sn_tp_territory_group] |
Prevents adding a combination of duplicate groups that includes qualification, dispatcher, and assignment to a territory. |
|
Allow only unique users |
Territory Membership Override[sn_tp_territory_membership_override] |
Prevents the selection of duplicate user for a territory in the territory membership override table. |
|
Calculate geography bounding box |
Territory Geography[sn_tp_territory_geography] |
Calculates the maximum or minimum latitude and longitude value from defined territory geography GeoJSON. |
|
Check and create crew membership |
Work order task[wm_task] |
Creates a new territory membership record for the dynamically assigned crew when saving the work order task, setting the 'From' and 'To' dates to match the 'Effective start' and 'Effective end' dates of the crew. |
|
Membership date validations |
Territory Membership Override[sn_tp_territory_membership_override] |
Validates the dates entered in the From and To fields in the territory membership override table for a territory member. |
|
Validate Color Field |
Territory[sn_tp_territory] |
Validates the hexadecimal code for the color of a territory. |
|
Validate Parent |
Territory[sn_tp_territory] |
Validates the hierarchy of a parent territory. |
|
Validate Source Table For Model |
Territory Model Source[sn_tp_territory_model_source] |
Prevents duplicate entries for a model and source table on the territory model source. |
|
Validate Territory Condition |
Territory Condition[sn_tp_territory_condition] |
Prevents the creation of duplicate entries for territory conditions for a specific territory. |
|
Validate territory geography name |
Territory Geography[sn_tp_territory_geography] |
Prevents the creation of duplicate entries for a new territory geography. |
|
Validate Territory Model Name |
Territory Model[sn_tp_territory_model] |
Prevents the creation of duplicate entries for a new territory model. |
|
Validate Territory Name |
Territory[sn_tp_territory] |
Prevents the creation of duplicate entries for a new territory. |
|
Validate User and Territory |
Territory Membership Override[sn_tp_territory_membership_override] |
Ensures the user added to the territory membership override table is associated with the territory |
Field Service Territory Planning adds the following system properties.
|
Property |
Description |
|---|---|
|
sn_fsm.use_query_rules |
When the setting is "true", rules from the "sn_query_rule" table will control what Field Service Management-related data a user can read. This includes work orders (WO) and work order tasks (WOT). If set to "false", these records won't be filtered based on rules, and users can access them without rule-based restrictions.- Type: Boolean
|
|
sn_tp.max_coordinates_allowed |
Maximum number of coordinates allowed in GeoJSON Geography. This property is read-only and is non-editable. - Type: Integer
|
|
sn_tp.percentage_overlap |
Percentage value (ranging from 0 to 100) indicating the threshold for geographical overlap between territories. The default is set to 5%.- Type: Integer
|
Field Service Territory Planning adds the following query rule. You can find the following query rule by clicking All > sn_query_rule_list.do
| Query rule | Description |
|---|---|
| wm task - My assigned territory | Allows admins to enable data security for agents, dispatchers, and qualifiers for work orders and work order tasks. This helps them to see the work orders and work order tasks created in their territories. Mark the WO - My territory and WOT - MY Territory tables as active. |
Scheduled Jobs
Field Service Territory Planning adds the following Schedule Optimization adds the following scheduled jobs. You can find the following scheduled jobs by clicking All > sn_schedulejobs.do
| Scheduled job | Description |
|---|---|
| Territory Planning- Calculate Overlapping Territories | Calculates the overlaps for both agents and geographies. |
| Territory Planning- Calculate Overlapping Territories - Agent | Calculates the overlaps for agents. When executed, the scheduled job triggers events to calculate the overlap between two agents. |
| Territory Planning- Calculate Overlapping Territories - Geography | Calculates the overlaps for geographies. When executed, the scheduled job triggers events to calculate the overlap between two geographies. |
Parent Topic:Components installed with additional plugins for Field Service Management
Related topics
Field Service Territory Planning
Configuring Field Service Territory Planning
Field Service Territory Planning console properties
Territory Planning console uses the following properties.
You can find these properties by clicking Field Service > Territory Planning > Properties.
|
Properties |
Definition |
|---|---|
|
sn_fsm_tp.territory_membership_override_to_date |
Determines agent's default till date field when added to territory using the Suggested agents tab. Agents are available in the territory till the specified date. |
|
sn_fsm_tp.territory_max_zoom_level |
Sets the maximum auto-zoom level for the map. The valid values are between 1–20.- Type: Integer
|
|
sn_fsm_tp.overlay_markers_type |
Determines to display the data such as agents and crews based on the view port or territory. - Type: Choice list
|
|
sn_fsm_tp.territory_initial_zoom |
Sets the initial zoom level for the map.- Type: Integer
|
|
sn_fsm_tp.territory_transparency_level |
Determines how opaque a newly created geographic area looks on the map. - Type: Integer
|
|
sn_fsm_tp.territory_map_type |
Uses different types of map views to visualize territories, such as roadmap, satellite, hybrid, and terrain.- Type: choice list
|
|
sn_fsm_tp.max_territories_for_scheduling |
Determines the maximum number of territories that are ready for scheduling work order tasks.- Type: Integer
|
|
Opacity level for heatmap on the map |
Determines the opactiy of the heatmap. Valid values are between 0.0 and 1.0.- Type: Integer
|
|
Radius of influence of data points in heatmap |
Determines the radius that influence the data point in the heatmap. - Type: Integer
|
--- title: Field Service Territory Planning components description: Several types of components are installed with the Field Service Territory Planning feature, including tables, roles, script includes, and business rules.Territory Planning console uses the following properties. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/territory-planning-components-fsm.html release: australia topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 7 breadcrumb: [Components installed with additional plugins, Reference, Field Service Management] --- # Field Service Territory Planning components Several types of components are installed with the Field Service Territory Planning feature, including tables, roles, script includes, and business rules. ## Tables Field Service Territory Planning adds the following tables. <table id="table_w5n_3bj_stb"><thead><tr><th> Table </th><th> Description </th></tr></thead><tbody><tr><td> Territorysn\_tp\_territory </td><td> Stores information about territories, such as the name of a territory. </td></tr><tr><td> Territory Conditionsn\_tp\_territory\_condition </td><td> Stores conditions added to a territory to filter the best matched territory for a work order or work order task. </td></tr><tr><td> Territory Geographysn\_tp\_territory\_geography </td><td> Stores the geoJSON script information that is auto-generated when drawing a geography for the territories. </td></tr><tr><td> Territory Groupsn\_tp\_territory\_group </td><td> Stores information about the qualification, dispatch, and assignment groups assigned to a territory. </td></tr><tr><td> Territory Membership Overridesn\_tp\_territory\_membership\_override </td><td> Store information whether the agent or crew is primary or secondary member of the territory. </td></tr><tr><td> Territory Modelsn\_tp\_territory\_model </td><td> Store information about the default territory model and its mapped territories and resources. </td></tr><tr><td> Territory Model Sourcesn\_tp\_territory\_model\_source </td><td> Store information about the source tables mapped to the territory model, such as wm\_task and wm\_order. </td></tr><tr><td> Territory Managersn\_tp\_territory\_manager </td><td> Stores information regarding the managers of the territory. </td></tr></tbody> </table>## Roles Field Service Territory Planning adds the following roles. <table id="table_rsw_l3l_stb"><thead><tr><th> Roles </th><th> Description </th></tr></thead><tbody><tr><td> Field Service Territory Edit Resource Allocation\[sn\_fsm\_tp.fsm\_territory\_edit\_resource\_allocation\] </td><td> Edit allocation of resources who are associated with the selected Field Service territory. </td></tr><tr><td> FSM Territory Planner\[sn\_fsm\_tp.fsm\_territory\_planner\] </td><td> Create new Field Service territories along with the ability to view the existing Field Service territories, manage resource allocation in territories, and others. </td></tr><tr><td> FSM Territory Read\[sn\_fsm\_tp.fsm\_territory\_read\] </td><td> View Field Service territory data. </td></tr><tr><td> FSM Territory Manager\[sn\_fsm\_tp.fsm\_territory\_manager\] </td><td> Manage Field Service territories and their related information. Additionally, inherits the role of territory resource manager. </td></tr><tr><td> FSM Territory Resource Manager\[sn\_fsm\_tp.fsm\_resource\_manager\] </td><td> Manage Field Service resources of territory where the logged in user has been assigned as resource manager </td></tr></tbody> </table>## Script Includes Field Service Territory Planning adds the following script includes. |Script include|Description| |--------------|-----------| |FieldServiceTerritoryPlanning|Contains the utility functions to provide data, such as territory details, assignment groups, or others to data brokers.| |MatchTerritoryCondition|Contains the utility functions Filter territories for work order task based on the filtering conditions used by the territory planning matching rules.| |TerritoryFilters|Contains methods for all reference qualifiers to filter territory based on the corresponding groups, agents, crews, and parent territory.| |TerritoryMatchingDimensionLocation|Contains the utility functions to filter territories based on the task location to be used by the Matching Rule.| |TerritoryPlanningHelpers|Contains helper methods for overall territory planning implementation.| |TerritoryPlanningAJAX|Ajax class that provides helper functions to verify if the territory planning plugin is active, get default model, populate territory in the work order task form, and validates the assignment group selected for a work order task.| ## Business Rules Field Service Territory Planning adds the following business rules. <table id="table_amv_vjl_stb"><thead><tr><th> Business Rule </th><th> Table </th><th> Description </th></tr></thead><tbody><tr><td> Delete Agent Override </td><td> Territory Group\[sn\_tp\_territory\_group\] </td><td> Deletes the modified membership record of an agent if the corresponding group is deleted from the territory. </td></tr><tr><td> Delete Crew Member Override </td><td> Territory Group\[sn\_tp\_territory\_group\] </td><td> Deletes the modified membership record of a crew if the corresponding group is deleted from the territory. </td></tr><tr><td> Populate assignment groups </td><td> Territory Group\[sn\_tp\_territory\_group\] </td><td> Auto-populates the corresponding assignment groups when adding a dispatch group to the territory. </td></tr><tr><td> Update Territory if not matched </td><td> Work Order Task\[wm\_task\] </td><td> Validates and assigns the best territory for the selected assignment group if allow\_assignment\_override is selected. </td></tr><tr><td> Validate Qualification Group </td><td> Work Order\[wm\_order\] </td><td> Checks if work order has a valid qualification group. </td></tr><tr><td> Allow only unique group-territory </td><td> Territory Group\[sn\_tp\_territory\_group\] </td><td> Prevents adding a combination of duplicate groups that includes qualification, dispatcher, and assignment to a territory. </td></tr><tr><td> Allow only unique users </td><td> Territory Membership Override\[sn\_tp\_territory\_membership\_override\] </td><td> Prevents the selection of duplicate user for a territory in the territory membership override table. </td></tr><tr><td> Calculate geography bounding box </td><td> Territory Geography\[sn\_tp\_territory\_geography\] </td><td> Calculates the maximum or minimum latitude and longitude value from defined territory geography GeoJSON. </td></tr><tr><td> Check and create crew membership </td><td> Work order task\[wm\_task\] </td><td> Creates a new territory membership record for the dynamically assigned crew when saving the work order task, setting the 'From' and 'To' dates to match the 'Effective start' and 'Effective end' dates of the crew. </td></tr><tr><td> Membership date validations </td><td> Territory Membership Override\[sn\_tp\_territory\_membership\_override\] </td><td> Validates the dates entered in the **From** and **To** fields in the territory membership override table for a territory member. </td></tr><tr><td> Validate Color Field </td><td> Territory\[sn\_tp\_territory\] </td><td> Validates the hexadecimal code for the color of a territory. </td></tr><tr><td> Validate Parent </td><td> Territory\[sn\_tp\_territory\] </td><td> Validates the hierarchy of a parent territory. </td></tr><tr><td> Validate Source Table For Model </td><td> Territory Model Source\[sn\_tp\_territory\_model\_source\] </td><td> Prevents duplicate entries for a model and source table on the territory model source. </td></tr><tr><td> Validate Territory Condition </td><td> Territory Condition\[sn\_tp\_territory\_condition\] </td><td> Prevents the creation of duplicate entries for territory conditions for a specific territory. </td></tr><tr><td> Validate territory geography name </td><td> Territory Geography\[sn\_tp\_territory\_geography\] </td><td> Prevents the creation of duplicate entries for a new territory geography. </td></tr><tr><td> Validate Territory Model Name </td><td> Territory Model\[sn\_tp\_territory\_model\] </td><td> Prevents the creation of duplicate entries for a new territory model. </td></tr><tr><td> Validate Territory Name </td><td> Territory\[sn\_tp\_territory\] </td><td> Prevents the creation of duplicate entries for a new territory. </td></tr><tr><td> Validate User and Territory </td><td> Territory Membership Override\[sn\_tp\_territory\_membership\_override\] </td><td> Ensures the user added to the territory membership override table is associated with the territory </td></tr></tbody> </table>## Properties Field Service Territory Planning adds the following system properties. <table id="table_s2q_vfq_5zb"><thead><tr><th> Property </th><th> Description </th></tr></thead><tbody><tr><td> sn\_fsm.use\_query\_rules </td><td> When the setting is "true", rules from the "sn\_query\_rule" table will control what Field Service Management-related data a user can read. This includes work orders \(WO\) and work order tasks \(WOT\). If set to "false", these records won't be filtered based on rules, and users can access them without rule-based restrictions.- **Type**: Boolean - **Default value**: False - Location: **All** > **sys\_properties\_list.do** </td></tr><tr><td> sn\_tp.max\_coordinates\_allowed </td><td> Maximum number of coordinates allowed in GeoJSON Geography. This property is read-only and is non-editable. - **Type**: Integer - **Default value**: 3250 - Location: **All** > **Territory Planning** > **Properties** </td></tr><tr><td> sn\_tp.percentage\_overlap </td><td> Percentage value \(ranging from 0 to 100\) indicating the threshold for geographical overlap between territories. The default is set to 5%.- **Type**: Integer - **Default value**: 5 - Location: **All** > **Territory Planning** > **Properties** </td></tr></tbody> </table>## Query Rules Field Service Territory Planning adds the following query rule. You can find the following query rule by clicking **All** > **sn\_query\_rule\_list.do** |Query rule|Description| |----------|-----------| |wm task - My assigned territory|Allows admins to enable data security for agents, dispatchers, and qualifiers for work orders and work order tasks. This helps them to see the work orders and work order tasks created in their territories. Mark the **WO - My territory** and **WOT - MY Territory** tables as active.| ## Scheduled Jobs Field Service Territory Planning adds the following Schedule Optimization adds the following scheduled jobs. You can find the following scheduled jobs by clicking **All** > **sn\_schedulejobs.do** |Scheduled job|Description| |-------------|-----------| |Territory Planning- Calculate Overlapping Territories|Calculates the overlaps for both agents and geographies.| |Territory Planning- Calculate Overlapping Territories - Agent|Calculates the overlaps for agents. When executed, the scheduled job triggers events to calculate the overlap between two agents.| |Territory Planning- Calculate Overlapping Territories - Geography|Calculates the overlaps for geographies. When executed, the scheduled job triggers events to calculate the overlap between two geographies.| **Parent Topic:**[Components installed with additional plugins for Field Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/components-inst-additional-plugin.md) **Related topics** [Field Service Territory Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/territory-planning-fsm.md) [Configuring Field Service Territory Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/workforce-optimization-for-field-service/configuring-territory-planning-fsm.md) ## Field Service Territory Planning console properties Territory Planning console uses the following properties. You can find these properties by clicking **Field Service** > **Territory Planning** > **Properties**. <table id="table_kkv_np2_stb"><thead><tr><th> Properties </th><th> Definition </th></tr></thead><tbody><tr><td> sn\_fsm\_tp.territory\_membership\_override\_to\_date </td><td> Determines agent's default till date field when added to territory using the **Suggested agents** tab. Agents are available in the territory till the specified date. </td></tr><tr><td> sn\_fsm\_tp.territory\_max\_zoom\_level </td><td> Sets the maximum auto-zoom level for the map. The valid values are between 1–20.- **Type**: Integer - **Default value**: 12 </td></tr><tr><td> sn\_fsm\_tp.overlay\_markers\_type </td><td> Determines to display the data such as agents and crews based on the view port or territory. - **Type**: Choice list - **Default value**: Viewport </td></tr><tr><td> sn\_fsm\_tp.territory\_initial\_zoom </td><td> Sets the initial zoom level for the map.- **Type**: Integer - **Default value**: 3 </td></tr><tr><td> sn\_fsm\_tp.territory\_transparency\_level </td><td> Determines how opaque a newly created geographic area looks on the map. - **Type**: Integer - **Default value**: 1 </td></tr><tr><td> sn\_fsm\_tp.territory\_map\_type </td><td> Uses different types of map views to visualize territories, such as roadmap, satellite, hybrid, and terrain.- **Type**: choice list - **Default value**: roadmap </td></tr><tr><td> sn\_fsm\_tp.max\_territories\_for\_scheduling </td><td> Determines the maximum number of territories that are ready for scheduling work order tasks.- **Type**: Integer - **Default value**: 100 </td></tr><tr><td> Opacity level for heatmap on the map </td><td> Determines the opactiy of the heatmap. Valid values are between 0.0 and 1.0.- **Type**: Integer - **Default value**: 0.6 </td></tr><tr><td> Radius of influence of data points in heatmap </td><td> Determines the radius that influence the data point in the heatmap. - **Type**: Integer - **Default value**: 20 \(pixels\) </td></tr></tbody> </table>
| title | Field Service Territory Planning components |
| description | Several types of components are installed with the Field Service Territory Planning feature, including tables, roles, script includes, and business rules.Territory Planning console uses the following properties. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/field-service-management/territory-planning-components-fsm.html |
| release | australia |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 7 |
| breadcrumb | Components installed with additional pluginsReferenceField Service Management |