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Agentforce Field Service and Operations
Set Up Related Objects for Native GIS

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Set Up Related Objects for Native GIS

Plot the records in a work order's related list on the map without syncing to ArcGIS. Choose the related object and record type, specify where its location comes from, and style the marker that mobile workers see.

Required Editions

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 related objects: Customize Application

A related object plots the records in a work order's related list directly on the map, without syncing to ArcGIS, so it suits dynamic data that changes with the work. To learn how related objects compare to connectors, see Data Layers for Native GIS.

  1. From Setup, find and select Field Maps Settings.
  2. Open the Data Layers tab.
  3. In the Related Objects section, click New Related Object.
  4. Under Object & Location, identify the records to plot on the map.
    1. Target Object is set to Work Order and can't be changed. Related objects are always linked to work orders.
    2. From Related Object, select an object with records related to work orders, such as work order line items or a custom object.
    3. From Record Type, choose the record type to display on the map.
  5. Under Location, specify where to get the coordinates for plotting the records.
    1. To use a location field on the related object's own records, select Use the related object's location.
    2. To use the location from a lookup to another object, select Reference another object's location, and then select the object that holds the coordinates.
    3. From Location Field, select the field with the location coordinates. Choose a geolocation field for points, or a text field that contains GeoJSON for lines and polygons.
  6. Under Marker Styling, choose how the records appear on the map. These options become available after you configure the object and location details.
    1. Shape is set for you based on the location field's data type: Point for a geolocation field, or Line or Polygon for a GeoJSON text field.
    2. For Icon, click Choose Icon, select a Standard or Utility icon, and click Choose.
    3. For Color, choose a Default or Custom color, and click Done.
    4. Confirm the result in Marker Preview.
    New Related Object settings for a related object data layer: Object & Location, Location, and Marker Styling
  7. Click Save.

To let mobile workers create records or update a record's location from the map, assign map actions to the related object. See Create Map Actions for Mobile Workers.

Considerations

  • Related objects plot only records tied to the work order. Because they use the app's priming mechanism, they suit dynamic data that changes with the work. Use a connector instead for static, high-volume data that exceeds the app's offline priming limits, such as Assets, or to show records that aren't associated with the work order, such as nearby assets that mobile workers view in a geospatial context. See Set Up a Native GIS Connector.
  • Mobile workers can view and create or update the records in a related object, so make sure that they have access to those records.
 
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