Create a composite geography
Create a composite geography by combining different geographies into a single, powerful view for efficient planning. You can streamline tasks and optimize resources using a composite geography.
Before you begin
Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager
About this task
Composite Geography combines smaller geographies into a bigger, more impactful one. For example, you can use composite geography if you've created three or more smaller geographies and now want to unite them into a larger geography.
Procedure
Open either Territory Planning platform or Territory Planning console based on your role.
- Navigate to All > Field Service > Territory Planning.
- Navigate to All > Field Service > Territory Planning > Territory Planning Console.
- Do either of the following.
| To create composite geography | Do this |
|---|---|
| From Platform | In the Territory Geographies page, select New. |
| From Territory Planning console |
|
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the geography. |
| Geography Type | Select Composite Geography. |
| Composite geography | Select the geographies which you want to comprise into a composite geography. Note: You can choose up to 10 GeoJSON geographies. Avoid selecting a composite geography or a geography with matching attributes within another composite geography. |
Select Submit.
The composite geography is created.
Result
The composite geography encompasses all the latitude, longitude, and geo points contained within the selected geographies. Associate the composite geography to a territory to manage work order tasks in the Territory Planning console. The geography appears visually on the map when its territory is selected in the Territory Planning console.
What to do next
Link the geography to a territory. For more information, see Create a Field Service territory.