Creating a GeoJSON geography
Create a GeoJSON geography by importing GeoJSON co-ordinates or drawing shapes directly on the map.
Create a GeoJSON geography
Create a geography of type GeoJSON.
Before you begin
Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.territory_manager
About this task
Use GeoJSON geography type to accommodate scenarios where detailed geo-spatial information is available externally, enabling organizations to incorporate diverse geographic datasets into the planning processes.
Note: For effective task assignments using Schedule Optimization, it is recommended to use consistent shapes (like polygons or circles) and avoid overlapping or intersecting geographies to ensure accurate results.
Procedure
Navigate to All > Field Service > Territory Planning > Territory Geography.
In the Territory Geographies page, select New.
On the form, fill in the fields.
Field Description Name Name of the geography. Geography type Select GeoJSON. GeoJSON Use the GeoJSON format for encoding variety of geographical data structures. GeoJSON supports the geometry types such as polygon, multi-polygon, and circle. Select Submit.
The geography of type GeoJSON is created based on the given coordinates.
Result
After creating a GeoJSON geography, connect it to a territory for work order management; the associated territory will be listed in the Territories related list when you open the geography record. The geography of GeoJSON type 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.
Create a GeoJSON geography in Territory Planning console
Draw boundaries on the map to define your geographic areas and create GeoJSON geographies. These geographies not only give you a clear visual on the map but also used task scheduling.
Before you begin
Role required: sn_fsm_tp.fsm_territory_planner
About this task
Allows you to interactively draw shapes such as polygons or circles directly on the map, streamlining the process of creating territories for effective task assignment. If necessary, you can create a multi polygon based geography by drawing multiple polygons on the map. For example, if the geographic area for a territory comprises water and land, you can select multiple land areas spread across the water body to define a territory geography.
Note: For effective task assignments using Schedule Optimization, it is recommended to use consistent shapes (like polygons or circles) and avoid overlapping or intersecting geographies to ensure accurate results.
Procedure
Navigate to All > Field Service > Territory Planning > Territory Planning Console.
In the Territories panel, select Create Territory.
The Create New Territory page appears.
In the Geography field, select the New Geography for Territory icon (
New Geography for Territory icon.\) to draw a geography.
Select the drawing method.
- To draw a geography using an existing territory, choose Draw using territory and select the desired territory from the list in the Territories panel.
- To search for an area on the map, by entering a location in the Search address bar, select Draw on map. Note: To create a geography based on the presence of resources (Agents, Crews, or Assets), select the desired resources from the overlay options displayed on the map.
Select the drawing tool.
- To draw a boundary area or multiple areas, use the polygon shape icon (
Draw a shape icon.\).
- To define a geography with a specific radius, use the circle shape icon \(
Draw a circle icon.\).
In the Name field, enter the name for the geography.
A GeoJSON script is automatically generated.
Click Save.
The GeoJSON geography is created based on the selected area on the map.
Result
After creating a GeoJSON geography, connect it to a territory for work order management; the associated territory will be listed in the Territories related list when you open the geography record. 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.