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Impact Map

777 bytes added, 15:46, 9 October 2019
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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.
 
[[File:Map_Sample.png|thumb|none|1000px|Sample Impact Map Display.]]
=Configuration - Essentials=
* 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).
 
=Configuration - Advanced=
If you are creating an Impact Map using Level 2 records, you will need to take several additional steps that are not required for Level 1 record maps.
 
* Ensure that the 'Latitude' and 'Longitude' standard fields are enabled on your Level 2 object in your UTA.  Navigate to your Standard Fields list for your Level 2 object and save the 'Latitude' and 'Longitude' fields if they have not been enabled previously.
* Create custom fields on your Level 2 object for storing the address that will be plotted on the Impact Map.  These may include fields to capture Address 1, Address 2, City, State Country, Postal Code.  You must separate each attribute into a distinct field.
* Geocode Field Mapping must be established on your Level 2 object.  The Geocode Field Mapping feature allows for the calculation of latitude and longitude based on addresses entered against level 2 custom fields.
** Navigate to your UTA configuration settings, view the Level 2 object tab, and click on the the link labeled ''Geocode Field Mapping''.
*** Define the Level 2 custom fields that will be used for each defined address component.
[[File:L2AddressMapping1.png|thumb|none|800px|Address Mapping]]
 
* In order for the Level 2 record to store the latitude and longitude for the location, the Level 2 record must be saved after the address details have been entered in the address custom fields. Alternatively, you may use a workflow on the Level 2 record that uses the 'Retrieve Latitude/Longitude' workflow task type. This workflow task will automatically calculate the latitude and longitude based on the custom field address values. The workflow must be triggered at a point in time after the address values have been entered in the Level 2 record.
 
 
 
 
==Settings Explained==
||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.
|-
|}
=<br data-attributes="%20/">Impact Map Example=Theme: Default [[File:Map_Sample.png|thumb|none|1000px|Sample Impact Map Display.]] Styles=<br data-attributes="%20/">Additional Map Theme Styles=
Blue Water[[File:Blue_Water.png|thumb|none|500px|Sample Impact Map Display.]]
Retro
[[File:Retro.png|thumb|none|500px|Sample Impact Map Display.]]
 
=Configuration - Advanced=
By creating 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.
 
When creating an Impact Map using Level 2 records, you will need to take several additional configuration steps that are not required for Level 1 record maps.
 
* Ensure that the 'Latitude' and 'Longitude' standard fields are enabled on your Level 2 object in your UTA.  Navigate to your Standard Fields list for your Level 2 object and save the 'Latitude' and 'Longitude' fields if they have not been enabled previously.
* Create custom fields on your Level 2 object for storing the address that will be plotted on the Impact Map.  These may include fields to capture Address 1, Address 2, City, State Country, Postal Code.  You must separate each attribute into a distinct field.
* Geocode Field Mapping must be established on your Level 2 object.  The Geocode Field Mapping feature allows for the calculation of latitude and longitude based on addresses entered against level 2 custom fields.
** Navigate to your UTA configuration settings, view the Level 2 object tab, and click on the the link labeled ''Geocode Field Mapping''.
*** Define the Level 2 custom fields that will be used for each defined address component.
[[File:L2AddressMapping1.png|thumb|none|800px|Address Mapping]]
 
* In order for the Level 2 record to store the latitude and longitude for the location, the Level 2 record must be saved after the address details have been entered in the address custom fields. Alternatively, you may use a workflow on the Level 2 record that uses the 'Retrieve Latitude/Longitude' workflow task type. This workflow task will automatically calculate the latitude and longitude based on the custom field address values. The workflow must be triggered at a point in time after the address values have been entered in the Level 2 record.
 
==See Also==
Smartstaff
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