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In Field Service, we have enabled geoFencing OOB Work flows. In our organization we are using only contacts, but the OOB
Thanks for highlighting that - There are more things to do after creating a custom entity i.e. you will have to create a new process for linking custom entity record with resource (geofence record). In OOTB configuration, we have a process which is responsible for only linking Account entity record with resource (geofence record) . The entry point for geofencing is via creating a booking. So, we have the Service Account and Resource information on Booking.
Sorry for the inconvenience. In the entity configuration i have created a new custom entity to pick the lat n long for geo tracking but in the geo fencing circle the status is not getting updated with either outside/Inside.
Is there any specific reason where the geo fencing geo tracked is only specific with Account.
In the article under point no 7 i could see they mentioned about this. The challenge for us is, In our org we not using Accounts.
Thanks Rakesh. After configuring the custom entity under entity configuration then Geo fencing circle is working.
-Krishna
Hi Krishna,
You should be able to retrieve data from custom entity. For Geofencing, you need to create new Entity Configuration.
In my vanilla org, I followed the step7 in article docs.microsoft.com/.../geofencing, Clicked on New > created new Entity Configuration and in Entity dropdown I was able to select a custom entity created in an organization
Note: You need to have atleast one attribute that is with type double in that custom entity .
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