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            Create Map Actions for Mobile Workers

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            Create Map Actions for Mobile Workers

            Save mobile workers time and improve location accuracy by letting them complete field tasks directly from the map. Set up map actions to assign geospatial drawing tools to work order actions and object actions, so that mobile workers can create records and update locations by tapping or drawing on the map instead of entering coordinates by hand.

            Required Editions

            Before you assign an action to the map, configure its underlying Flow, Data Capture package, or Lightning Web Component to receive the coordinates that the map captures. In the Flow, Data Capture package, or component, add text variables whose API names exactly match these injection parameters.

            • For a point geometry, add GIS_LATITUDE and GIS_LONGITUDE.
            • For a polygon geometry, add GIS_POLYGON.
            • For a polyline geometry, add GIS_POLYLINE.
            • To pass the parent work order's context to the action, add workOrderId.

            Without these parameters, the action runs but doesn't receive the coordinates that the mobile worker selects on the map.

            Available in: Lightning Experience.
            Available in: Enterprise Edition with the Asset Service Lifecycle Management add-on license, or in Performance, Unlimited, and Developer Editions.
            User Permissions Needed
            To set up map actions: Customize Application

            Map actions come in two types.

            • General Actions let mobile workers create new records linked to a work order. Mobile workers tap the + icon on the map, then use the geospatial drawing tool that you assign to the action to capture location data.
            • Object Actions let mobile workers update or add records on map objects. The mobile worker selects an object and picks one of the actions you've added to its record layout. Depending on how you set up the action, the mobile worker either draws a new location to create a record, or updates an existing object's location by dragging or redrawing its geometry.
            Note
            Note Before you set up map actions, you need at least one active connector or a configured work order related list layer. The actions that you want to assign must already exist in Object Manager as Flows, Lightning Web Components, or Data Capture flows. General actions must be added to the Work Order record layout. Object actions must be added to the relevant object's record layout. See Set Up a Native GIS Connector.
            1. From Setup, find and select Field Maps Settings.
            2. Open the Actions tab.
            3. If no actions are configured yet, click Create Actions. If actions already exist, click Manage Map Actions.
              Create Map Actions dialog. The Action Types column on the left shows General Actions (Work Orders selected) and Object Actions (Asset). The Work Order Actions panel on the right shows one row configured with the Fast Create WO action and the Draw New Point geometry type.
            4. To assign general actions, under General Actions, select Work Orders.
              1. From Action, select an action.
                Only actions associated with Flows, Lightning Web Components, or Data Capture flows appear in the list.
              2. From Geometry Type, select how the mobile worker captures the location: a point, a line, or a polygon.
                • Draw New Point: Place a marker in a location.
                • Draw New Line: Draw a path by adding multiple points.
                • Draw New Polygon: Draw a shape to define a specific area.
              3. To add another action, click Add Action. Add actions in the order that you want them to appear to mobile workers on the map.
            5. To assign object actions, under Object Actions, click + to add an object.
              1. Select the object whose records appear on the map.
              2. From Action, select an action that's already added to the object's record layout.
              3. From Geometry Type, select an option based on what the action does.
                • To create a new record at a new location, select a draw option (Draw New Point, Draw New Line, or Draw New Polygon) so the mobile worker captures fresh coordinates.
                • To update an existing object's location, select Inherit Existing Geometry Type and Location. The app preloads the object's current geometry, and the mobile worker drags or redraws it to set the new location.
              4. To add another action for the object, click Add Action.
              5. Repeat for each object that you want to expose on the map.
            6. Click Save.

              Mobile workers see your general actions when they tap the + icon on the map, and they see your object actions when they select an object on the map. The geometry type that you assigned controls how each action captures location data. When a mobile worker completes a map action, the change appears on the map immediately, without waiting for the connector's next sync.

            Considerations

            • An object's actions appear on the map only if the object is included in an active connector or a work order related list layer. If you remove the object from both sources, the Actions page shows a warning. Either add the object back to one of those sources, or click Remove to delete its action assignments.
            • Only actions associated with Flows, Lightning Web Components, or Data Capture flows appear in the Action list. Quick actions of other types aren't supported.
            • For general actions, the order you set on this page is the order mobile workers see on the map. For object actions, the order comes from the mobile actions section of the object's record layout in Object Manager.
             
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