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Impact Map

139 bytes added, 14:58, 9 October 2019
Configuration - Essentials
=Configuration - Essentials=
* Choose the UTA the map will be associated with based on the types of records you want to present on the map.  For this example, we will * An Impact Map can be created using either Level 1 or Level 2 records from a in the UTA, but .  ** Level 1 records will be displayed on the Impact Map using the feature is also available on location of the organization (client) associated to the record.** Level 1 2 recordsmay 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.
* You can define the Latitude and Longitude field values by utilizing the Geocode Field Mapping feature detailed on the [[Configuring_the_Level_2_Entity]] page.
** 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.  
** 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).
 
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