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In the '''Location''' section, select where the resource location is defined. It can be either part of the resource entity or taken from a linked parent entity. This is necessary for filtering resources by maximum distance from the source. | In the '''Location''' section, select where the resource location is defined. It can be either part of the resource entity or taken from a linked parent entity. This is necessary for filtering resources by maximum distance from the source. | ||
In the '''Filtering''' section, define the criteria for filtering suitable resources when a source is selected. You can only show records with matching skill, territory, and/or within the maximum distance. | In the '''Filtering & sorting''' section, define the criteria for filtering suitable resources and sorting them when a source is selected. You can only show records with matching skill, territory, and/or within the maximum distance. | ||
* If you enable '''Use live location data''' (for the max. distance filtering), you also have to select the lookup from the resource to the user entity (live location data from [[location tracking]] are saved for users). If you are using the user entity as your resource entity, the lookup is not necessary. | * If you enable '''Use live location data''' (for the max. distance filtering), you also have to select the lookup from the resource to the user entity (live location data from [[location tracking]] are saved for users). If you are using the user entity as your resource entity, the lookup is not necessary. | ||