Overview

The Impact Map is a feature that can be used to plot records from a UTA on a map interface to display locations from the UTA records.

This feature provides a unique method for visualizing your data using geomapping functionality, commonly used for displaying locations of grant impact.

In order to configure an Impact Map, you will need administrator access to the UTA that will be used for generating the locations on the map.

Configuration - Essentials

Choose the UTA the map will be associated with based on the types of records you want to present on the map.
An Impact Map can be created using either Level 1 or Level 2 records in the UTA.
- Level 1 records will be displayed on the Impact Map using the location of the organization (client) associated to the record.
- Level 2 records may be displayed on the Impact Map using a unique address that will be defined using Geocode Field Mapping settings. See 'Configuration - Advanced' for additional steps that are required.
In order for records to be plotted on the map, the use of the standard fields 'Latitude' and 'Longitude' must be enabled on your records. Review your records' standard fields, and enable these fields if not completed previously.
- Note: The values for Latitude and Longitude must be stored to the record by either saving the record or using the 'Retrieve Latitude/Longitude' workflow task type.
In the UTA Settings, go to the Level 2 tab and select the 'Impact Map Settings' link.
- Create a new map using the (+) button in the menu. Enter the map settings details based on the available parameters.
- Once you have entered all of the settings for the map, save the map.
- Click the 'Generate HTML and JSON files' button to create the required files that will be stored to your selected SmartFolder. The HTML file URL will be accessible in the Impact Map configuration page. This can be referenced for navigating to the map, and can be utilized in portal design by referencing the relative URL in a custom page or custom portal section (Example: /files/368847/f304276/11_impactmap.html).

Settings Explained

Setting	Description
Name	The name of the map you are creating.
Description	Used for storing additional detail about the map.
Type Filter	Filters the records being plotted on the map based on the record type.
Type Filter	Filters the records being plotted on the map based on the record type.
Status Filter	Filters the records being plotted on the map based on the record status.
Amount Field	The field that will be used in an aggregate sum displayed on the map (Grant Total: $###).
Zoom Level	The level of zoom defined for loading the page on the Zoom Center you select.
Zoom Center	The location on the map that the map will default in loading.
Auto Zoom	This option will automatically load the map zoomed in on the area where records exist. If selected, the Zoom Level and Zoom Center are not utilized.
Map Theme	The style of the map that will be displayed.
Marker URL	This can be utilized to reference an image file for use as the map markers in place of the default Google Maps marker. This is not required if you want to use the default marker.
Information Fields	Select the fields from the UTA record that you want displayed in the information box that will be displayed when selecting a marker on the map.
Information Template	This can be utilized if you plan to use a custom template for the Information Fields display on the map. This is not required.
KML	You can add references to KML files for your map so that KML overlays can be applied to the map. This is not required.
SmartFolder	You must select a SmartFolder where the map files will be stored to within your SmartSimple instance.