Importing a New Field

1. Click Create Fields in the bottom right corner of the Maps page, and then click Import Files

   

2. Click the "+ select files" button to choose the shapefiles to import. Shapefile types could include field boundaries, grid sampling files, polygon-zone sampling files, or a point shapefile.
   1. Each shapefile must include a .shp, .shx, and .dbf file
   2. Multiple fields can be selected at once
   3. If importing fields stored in a folder, the folder must be zipped
   4. If importing a boundary with a zone or point shapefile for a field in the same batch, the zones and points will automatically be paired with the boundary based on their geolocation. 

3. Once the fields you would like to import are uploaded to this page, select the green "Import" button at the bottom. Client, Farm, and Field names will be designated in the next step.

   

    

The next window is the Field Configuration.

Import Options

Upon import, a preview of the shapefile will be shown. The settings for client, farm, and field naming are below the preview. The importer will automatically fill in client, farm, and field names if it identifies them in the shapefile attributes. 

To enter a new name, click next to client, farm, or field and type in the new name. If the client and/or farm name already exists on the account, click the dropdown arrow next to each to choose a name from the existing list.

If the shapefile has client, farm, or field name attributes, turn on the "use shapefile attribute" sliders to enable the ability to choose a naming attribute for each. Once the slider is turned on, click the dropdown arrow to choose an attribute from the list. 

Note: The preview of the attribute shows the column header name and a preview of the data in parentheses. In the example above, Field_Name is the column header and alfalfa is the data in the column.

Once the field info has been entered, press Import to proceed. The following window will ask if you would like to setup a sampling activity with the file that you're importing. If you select Not Now, the file will be saved in the reference layers for the field that you can select later to create a sampling activity. If you select Set up activities, you will be directed to the activity creation window. Reference Activities for more info.

Batch Assign

The Batch Assign option allows you to select the Client/Farm/Field names for all fields in the importer at once. If batch selecting client, farm, and field names from shapefile attributes, all shapefiles in the import must have a common attribute format.

After selecting the shapefiles to import, select Batch Assign at the top of the Import page

This opens an assignment window where client, farm, and field names can be applied as a batch. Client and farm names can be manually entered by clicking on the row and typing in a new name. You can also select a client and farm name from the existing list. Or, you can select the attributes to use for client, farm, and/or field names and apply that to all shapefiles in the import.

Once the batch assignments are set, click Apply

On the Set Up Activities page, enter a new name for the activity. This can be a generic name that helps distinguish one activity from another within the same year. Examples for the name could be the type of samples that are being collected (ex: Fertility), or the date that the activity is created.

Next, select a year for the activity. By default, the current year will be selected

Optional tags can be added to the activity. Applying tags to activities helps filter data for a year. For example, tagging an activity as "Spring" or "Fall" will help filter activities by season on the map, or when exporting data.

Or you can add a custom tag by click next to Add a New Tag ,then pressing OK

By click Assignees you can assign the new activity to a user within your organization. Clicking on the dropdown menu will give you a list of available usernames to choose from.

The Preview column gives a quick view of the map layers that will be used to create the sampling activity. Clicking the edit button next to the map preview allows you to add or edit map features that are apart of the activity. This allows you to do things like swap the boundary file from a different one, or choose a target point or zone map layer if one exists in the field's reference layers. Or, you can remove a map layer by selecting No boundary/zones/targets. Click Done at the bottom of the window to exit the activity layers page.

They Undo icon next to the map preview will reset the activity settings back to default, and the red X will remove the field from the bulk activity setup list.

Clicking Bulk Apply in the upper right corner opens a window that allows you to set activity attributes for all activities at once. Click Apply once your settings are entered

To finish, click Create Activities