Changes

Jump to: navigation, search

Impact Map

864 bytes added, 15:38, 9 October 2019
no edit summary
* 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 Configuration Settings, go navigate to the Level 2 tab and select the 'Impact Map Settings' link.  ** Create a new map using the (+) Create New Map button in the menu.  Enter the Assign the map settings details based on the available parameterslisted in the 'Settings Explained' section below.
** 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).
By using a Level 2 Impact Map, you have the flexibility to present a unique address for your location, but also have the ability to present multiple locations for a single Level 1. For example, if you have a Level 1 Grant that occurs in multiple locations, you can create multiple location Level 2 activities to plot multiple points on the Impact Map.
 
One approach for creating your Level 2 location activities is the use of an Advanced Data Table custom field on your Level 1 record which is mapped to create Level 2 records. With this approach, you can enter multiple locations in the Advanced Data Table field, and each will create a Level 2 record automatically. See [[Custom_Field_Type:_Special_-_Advanced_Data_Table]] for steps on Managing Level 2 / 3 Activities with a Section.
Smartstaff
95
edits

Navigation menu