In your company, you can use your own naming convention for naming locations. For proper location handling and processing in our system, location names should be mapped to standard ones available in our database.
As an administrator, you can add and manage locations to make them available in smartApps. As a result, the location names can be recognized by the system and automatically mapped during the manual import, import pipelines, and SSO.
To add a location, follow the steps listed below:
- On the navigation menu, click Setup, and then click Locations.
- Click + Add location.
- In the text box that appears, enter a location name used in your company.
Changes you make are saved automatically and take effect immediately.
Locations, which were imported via pipelines and were not previously mapped to the standard locations available in our database, are automatically added and shown in the list. They are marked as unmapped.
Once you add a location, you can map it to the standard one from our database. To this end, follow the steps listed below:
- On the navigation menu, click Setup, and then click Locations.
- Within the location record that were previously added but is not mapped yet, start typing a standard location name in the Standard location name box.
- In the drop-down list that appears, click the location name that matches your criteria.
Locations you have mapped are marked as mapped.
To delete a location, follow the steps listed below:
- On the navigation menu, click Setup, and then click Locations.
- Locate the location you want to delete, and then click the trash bin icon within that location record.
- Confirm your decision to delete the location by clicking Delete in the dialog that appears.
You can also delete one location or multiple locations by selecting those records in the list and then clicking Delete on the command bar.
Next step
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