Difference between revisions of "Legislative Information Lookup"
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Mark Bridger (talk | contribs) (→Overview) |
Mark Bridger (talk | contribs) (→Configuration - Essentials) |
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Note: This feature is NOT available if multiple address types are enabled. You can check this setting under '''Global Settings > System''' Tab. | Note: This feature is NOT available if multiple address types are enabled. You can check this setting under '''Global Settings > System''' Tab. | ||
| − | = | + | =How to Configure the Feature= |
| − | |||
| − | + | # Navigate to '''Global Settings > Organizations''' Tab and toggle on "Enable Legislative Information Lookup on Organization Address Standard Field." | |
| + | # Click the '''Add''' button to insert a new mapping row. | ||
| + | # In the '''Mapping Field''' column, enter the path to the desired data (e.g., reps\lower\full_name). | ||
| + | # In the '''Custom Field''' column, enter or paste the name of the Text Box – Single or Multiple Line custom field where you want the data to be stored. If the field exists, it will appear below the input. Note: you must select the field after pasting or typing the name. | ||
| + | # Click Save, then repeat the process for any additional data mappings. | ||
=Configuration - Mapping Field Paths= | =Configuration - Mapping Field Paths= | ||
Revision as of 13:37, 13 February 2025
Overview
The Legislative Information Lookup feature allows administrators to pull legislative data into Text Box – Single or Multiple Line custom fields. This data includes the Representative Name, District Name, and District Type for both the Assembly (lower house) and the Senate (upper house) based on the organization's address.
Note: This feature is NOT available if multiple address types are enabled. You can check this setting under Global Settings > System Tab.
How to Configure the Feature
- Navigate to Global Settings > Organizations Tab and toggle on "Enable Legislative Information Lookup on Organization Address Standard Field."
- Click the Add button to insert a new mapping row.
- In the Mapping Field column, enter the path to the desired data (e.g., reps\lower\full_name).
- In the Custom Field column, enter or paste the name of the Text Box – Single or Multiple Line custom field where you want the data to be stored. If the field exists, it will appear below the input. Note: you must select the field after pasting or typing the name.
- Click Save, then repeat the process for any additional data mappings.
Configuration - Mapping Field Paths
California State Assembly (lower house)
| Representative Name: | reps\lower\full_name |
| District Name: | reps\lower\district |
| District Type: | reps\lower\party |
California State Senate (upper house)
| Representative Name: | reps\upper\full_name |
| District Name: | reps\upper\district |
| District Type: | reps\upper\party |
House of Representatives
| Representative Name: | city\offices\offcials\name |
| District Name: | city\name |
| District Type: | city\offices\offcials\party |
