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.

Avant de commencer

Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

Pourquoi et quand exécuter cette tâche

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.

Procédure

1. 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.
2. Do either of the following.

   To create composite geography	Do this
   From Platform	In the Territory Geographies page, select New.
   From Territory Planning console	Select Create Territory. In the Geography field, select the New Geography for Territory icon ().

3. On the form, fill in the fields.

   Tableau 1. Territory Geography

   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. Remarque : You can choose up to 10 GeoJSON geographies. Avoid selecting a composite geography or a geography with matching attributes within another composite geography.

4. Select Submit.
   The composite geography is created.

Résultats

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.

Que faire ensuite

Link the geography to a territory. For more information, see Create a Field Service territory.