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Creating a Template from a Shapefile

How to create a template from a shapefile, uploading, fixing field names, and setting the appropriate data types, and drop-down options

Sam avatar
Written by Sam
Updated over 2 weeks ago

Creating a Template from a Shapefile

1. Familiarization with Shapefile 0:13

  • Ensure you are familiar with your shapefile and its attributes.

  • Have a clear idea of which fields you want to be drop-downs.

3. Accessing Template Creation 0:24

4. Uploading the Shapefile 0:33

  • Drag and drop or navigate to your zipped shapefile and upload it.

5. Reviewing Fields 0:44

  • Click 'Next' to view the fields from the shapefile.

  • Note that field names may be concatenated and appear unusual.

6. Renaming Fields 0:55

  • Rename fields for clarity:

    • Fence ID: Integer

    • Section: Text field

    • Fence Name: Text field

    • Last Check: Date time

    • Description: Text field

    • Fence Status: Change to drop-down.

7. Setting Drop-down Options 1:16

  • For fields that should be drop-downs, change the type to 'Select'.

  • Set it to 'Custom' and select the appropriate source data for options.

8. Configuring Additional Fields 1:42

  • Repeat the process for other fields:

    • GPS Status: Select

    • GPS Source: Select

    • Date Complete: Date field

    • Apron: Select

    • Fence Height: Decimal

    • Agency: Select.

9. Geometry Field Setup 2:10

  • Name the geometry field as desired.

  • Select the type of geometry (line shapefile).

  • Set the measurement unit (miles).

10. Saving the Template 2:30

  • Click 'Save' to create the template.

11. Importing Data 2:42

  • Go to 'Other Settings' and select 'Sheet Settings' (can be ignored).

  • In 'Import Columns', select 'Fence Section' as the target template.

12. Evaluating Data 3:02

  • Confirm that there is a one-to-one match between fields and the shapefile.

  • Click 'Okay' to proceed with importing surveys.

13. Finalizing Import 3:10

  • The system evaluates the data types.

  • Confirm the number of records (e.g., 181 records).

  • Click 'Import Surveys' to complete the process.

14. Conclusion 3:52

  • The fence sections survey is now created with all data imported.

  • Thank you for watching!

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