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Impact Map

11 bytes added, 15:40, 9 October 2019
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=Configuration - Advanced=
If By creating a Level 2 Impact Map, you are 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.
* 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.
 
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.
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