Create and Manage Map Polygons

Create and Update Polygons

After map polygons are enabled, you can draw polygons straight on the Classic Dispatch Console map or import them in KML (Keyhole Markup Language) format.

1. To open the Classic Dispatch Console, from the App Launcher, find and open the Field Service app, and then click Field Service.
2. Click the Map tab, and then click Map Layers.
3. Select Polygons.
4. Click New.
5. Name your polygon and select a color.
6. Select a service territory.
   

   Note The service territory field is used during appointment scheduling. When a new service appointment is created, the Service Territory field auto-populates based on the appointment’s address. When a service appointment address changes and its Service Territory field is empty, the address is matched to a polygon and that polygon’s territory.
7. Draw your polygon on the map.
   

   Important Polygons that self-intersect aren’t supported.
8. Click Save.

To import a polygon in KML—for example, a public KML file for a county or city—click the Map Polygons custom object tab in Salesforce, and then click New. Add a name, color, description, and service territory. In the KML Details field, add your KML text.

Update polygons from the Map Polygons tab or the Polygons map layer. Edit your polygons by dragging them to a new location on the map. You can also reshape them, rename them, or assign a different color or territory to them.

Take Mass Actions on Polygons

From the Classic Dispatch Console map view, you can mass-edit all service appointments within a polygon. Right-click a polygon and select one of the following actions.

• Schedule / Unschedule / Dispatch: Schedule, unschedule, or dispatch all service appointments within the polygon in the current view.
• In Jeopardy: Set the In Jeopardy field to True for every service appointment within the polygon.
• Delete Polygon: Delete the polygon.
• Cut Intersections: Select a polygon and cut its intersections with other polygons. Select multiple polygons, then click Go to trim the polygons so they no longer intersect.

Note To add to the actions list on polygons, create custom actions. For details, see Create Custom Actions for the Field Service Classic Dispatch Console.

Limits and Considerations

• A polygon can contain up to 3,200 coordinates.
• If you load more than 200 polygons to the Classic Dispatch Console, you may experience performance issues. To avoid these issues, set the sharing of the Map Polygon object to Private and use sharing to expose only the relevant polygons to dispatchers.
• If a service appointment’s geolocation matches more than one polygon, the appointment is assigned to either the highest or lowest-level territory in the hierarchy depending on your settings.
• When creating polygons, don’t create overlaps unless there are parent-child relationships between the corresponding service territories (for instance, San Francisco and California). Service appointments are never assigned to middle-tier territories.
• If two or more polygons overlap and there’s no hierarchy in place, service appointments are assigned to the first polygon that was created.
• When updating polygons, you can move a polygon to a different location on the map or adjust its vertices to change the polygon’s shape. You can’t delete individual vertices. Instead, you must delete the entire polygon and create another one.