Managing field features

Platform: Portal

The portal's Maps page is the best place to review field features across a site, tidy up names and attributes, draw new features, and remove stale entries. Anyone can view features, but creating, editing, or deleting them requires an Admin, Manager, or SuperUser role.

Each feature also shows how it was captured (for example RTK GPS, Phone GPS, or Drawn on portal), so you can tell field-captured geometry apart from anything added later from the office.

Viewing features for a vineyard

1. Open Maps from the sidebar.

2. Select the vineyard you want to work on.

3. Switch the view to Features using the Blocks / Features pill switch at the top of the page.

   📷 Screenshot: Maps page with the Blocks/Features pill switch and the category-grouped feature sidebar.

Features are grouped by category (irrigation, power, hazards and safety, and so on) in the left-hand panel. To narrow the list, type in the Search features box — search matches each feature's name, type, category, and attribute values. You can also collapse or hide whole categories (see Tidying up the map).

Drawing a new feature

1. With the Features view open, click Add Feature.

2. Choose the feature type from the category-grouped picker. Each type shows a geometry badge — Point, Line, or Area — so you know what you'll be drawing.

   📷 Screenshot: The "Add Feature" type picker, categories expanded, with Point/Line/Area geometry badges.

3. Draw the geometry on the map:

   • Point — click once to place it.
   • Line or Area — click to add each point, then press Esc to finish. Ctrl+Z undoes the last point.

4. Fill in the optional name, attributes, and notes in the form. (All fields are optional.)

5. Click Save.

Features drawn here are recorded with a capture method of Drawn on portal.

Editing a feature

1. Click the feature on the map, or select it in the feature list.

2. Click Edit.

3. Update the name, attributes, or notes.

4. To change the shape, redraw the geometry from the same panel: for Line features use Redraw line feature; for points and areas, drag the geometry directly on the map (the form keeps your name, notes, and attributes).

5. Click Update to save your changes.

   📷 Screenshot: The feature edit form in the sidebar, showing the "Update" button (note: it reads "Save" when drawing a new feature).

Deleting a feature

1. Select the feature to open its detail panel.

2. Click Delete (the bin icon).

3. Confirm the inline Delete? prompt by clicking Yes (or No to back out).

   📷 Screenshot: The inline "Delete? Yes / No" confirmation in the feature detail panel.

Deleting a feature archives it (a soft-delete): it's removed from the map and from mobile devices on their next sync. There's no in-app restore, so double-check before confirming.

Working through many features

If you have a lot of features to update — for example, renaming all the irrigation headers after a numbering change — use the Search box and category filters in the Features view to find what you need, then edit each one in turn. Searching across names, types, categories, and attribute values makes it quick to pull up just the features you care about.

Tidying up the map

When a vineyard has a lot of features, you can declutter the map without deleting anything:

• Hide a single feature using the eye icon next to it in the list. Hidden features stay in your data but drop off the map.

• Hide a whole category using the coloured dot in its group header to toggle the category on or off the map.

• Show hidden features with the toggle at the top of the page to reveal anything that's been marked hidden by default.

  📷 Screenshot: The "Show hidden features" toggle and a category hidden via its group-header dot.

Managing categories and types

The list of categories and types available to your organisation is managed separately. If your team is routinely adding features as a generic type because the one they need doesn't exist, that's a sign the taxonomy needs updating — have a chat with whoever manages your organisation's configuration.

Tips

• Do a tidy-up pass after a mapping day. It's easier to fix small mistakes in attributes from the portal with a proper keyboard than from a phone in the field.
• Use the portal to standardise names — especially if multiple people are adding features from different devices.
• Check the capture method before redrawing a feature — RTK-captured geometry is usually far more accurate than anything drawn by hand on the portal.