Detail Map Control for Dataset
User can add this control to any entity dataset or dashboard to visualize all of the records of the view, sub-grid or dashboard on a map. User can also click on the pushpins to highlight them. Highlighting multiple pushpins can help the users to perform various actions from the ribbon on all the highlighted records at once. Detail Map Control provides the user with the freedom of using Maplytics features right from the page without switching to any other screens. User can also perform the following Maplytics features within the Detail map control:
Visibility of Maplytics actions within the Detail map control will be dependent on the actions selected within the Security Template if any assigned to the logged-in user. Please refer to the Security Template section.
- Plot entity records – The records of the entity dataset on which this control has been added will be plotted on the map by default. They can hover on the pushpins to view the details regarding the pushpin and click on the pushpins to open the respective tooltip card. Users can use right-click to open the contextual menu which allows taking certain actions on the respective pushpin. They can open the record, set the respective record’s location as origin, destination or a waypoint to a route. They can further set the record’s location as current location, POI location or take actions like add tasks or Schedule Appointment based on the actions configured for the Tooltip card. With the Contextual Menu, user can use the option of ‘Save Settings’ to save the default locations for current location, Origin, Destination and the default Map Zoom Level & map centre.
- Plot multiple datasources - Other than the default data plotted on the map i.e. the Entity dataset on which the Detail map control has been added, user can also select two more Data sources and their respective active views to plot the same on the map. Thus, a maximum of three datasources can be visualized on map.
Users can also select the required colors and the shape of the pushpins for the records of the view within the Datasource section in the Plot Records card. Once the color or pushpin is selected, it will instantly reflect on the map.
- Multi-Address Plotting – If users have multiple addresses saved for their entities then users can use the feature of Multi-address plotting to plot the records based on multiple addresses at once in the same map. This feature enhances the visualization experience of those records that have a presence in multiple cities or states etc. The required addresses once configured within the Entity map can be selected and plotted on the map. In the Plot Records Card, the user can click on the three ellipse and then click on the ‘Select Address’ button after selecting the Datasource & View and select the multiple addresses based on which the records need to be plotted and hit the search button. The respective addresses plotted on the map will also be listed in the layer menu which can be toggled to focus on the required data on the map.
- Search Options – User can choose the search options By Location, By Region, or By Drawing to plot the data as per their requirement.
By Location: This search option will be selected by default. The following screenshot shows records of Staten island view have been plotted by location.
By Region: The below screenshot shows the active account records falling in New South Wales, Australia.
By Drawing: The below screenshot shows the accounts falling into the drawn shapes.
- Plot categorized data- User can also select an attribute for each data sources plotted on the map with the option of ‘Select category’ to categorize the data sources based on the selected respective attribute.
Users can also select the required colors and the shape of the pushpins for the respective category within the category card. Once the color or pushpin are selected, it will instantly reflect on the map.
• Multiple-Category for single entity - User can also plot a single entity records categorized by multiple attributes. For e.g. Account records categorized by Open revenue, Originating lead, Owner. The user can choose an entity twice or thrice with two or three different views respectively and choose required attributes for the respective views to categorize the same entity with different attributes. User can select a maximum of three attributes to categorize a single entity.
• Tooltip card: While users clicks on any record’s pushpin, the pushpin will be highlighted and the tooltip card will open for the respective record. User can view more details of the record on the tooltip card. The tooltip card actions buttons will allow the user to perform required actions like Show related records, create tasks, create phone calls etc. on the selected record. The screenshot shows the use of the Tooltip card action button ‘Show related records’ that plots related records based on the selected relationships for the respective record.
- Show Entity Image – If a record has an image saved within, while the user clicks on such record they will be able to see the image record on tooltip card. Moreover, the user can also hover on the image appearing in the tooltip card to zoom in on the image. User needs to select the ‘Default Image’ field in the field of ‘Entity image’ in Entity map to view the record image on hover and tooltip card. Please refer to the installation manual.
Users can also hover on pushpins plotted on the map to have a quick glance at its details as well as the image associated with the record.
- Proximity search – User can set any location as the current location from the tooltip card or contextual menu with a right-click on any location on the map. Once the user sets the current location, they can perform Concentric Proximity Search and can look for the Line-of-Sight Distance on the hover or the tooltip card for any record plotted.
- POI locations – User can set any location as the POI location from the tooltip card or contextual menu with a right-click on any location. Once the user sets the POI location, they can use the POI card and view any geo-tagged Bing mapped locations by clicking on the icons available or entering the keyword for the required location. For example Dentist.
Route Optimization – User can set any location as the origin, destination or a waypoint from the tooltip card or contextual menu by right clicking on a record or anywhere on the map and get the route created for the waypoints selected. User will get further options like selecting the unit for the distance, Optimize Route based on Shortest Time or Shortest Distance, avoiding highways or toll roads and see Traffic etc. within the direction card. Once the route is created, user can use the ‘Save’ button on the Directions card to save the route. They can use this button to it to add changes to an existing route or save it as a new route with a date and owner assigned. The saved route can later be plotted using the ‘Open Saved Route’ option by entering a date or range of date.
User can also use the ‘Open Navigation Links’ button on the Direction card to view the turn-by-turn directions to navigate themselves for the route on Google Map or Waze App based on the App Set in User Configured Detail record. User can also send the route as an email to any other user or clear the route with the options on the Direction card. User can also click on ‘Print Route’ to print a Route as well as the adjoining Map.
- Layer Menu - User can show/hide the layers of the plotted data on the map using the Layer menu to view only the data that is required.
- Current location - While using Maplytics Detail Map Control on Mobile/Tablet, users can easily plot their current GPS location with the help of the ‘Locate me’ button thereby making it easier to perform Proximity search and relate the data plotted on the map in terms of their location.
Check in/out- Check-In feature enables users to register their arrival and departure time for the meetings while navigating on field with the help of Check-In and Check-Out buttons. User can click on any record’s pushpin to open the Tooltip card and click on the Check-in button to register the arrival to the meeting location and click on the same button that gets converted to the Check-out button and register the meeting completion and departure from there. User can further add some notes for the respective records and also create pending check-in/out requests if they are outside the default radius.
Once field team has check-in/out for respective meetings, their managers can plot the Check-in entity to plot the respective check-in/out records on the map and analyze pushpins are valid and which are invalid to track the performance of the field team. They can also plot the pending check-in/out requests and approve/reject the same
• Land Area Mapping – Organizations working with lands, real estates or farms etc. can visualize their lands/properties on map with this feature. Users will be able to assign land regions to the records and visualize them on the map to understand the coverage of area for each of the records using this feature. Lands can be assigned to the required records as mentioned in the section ‘Land Area Mapping’ in this manual. Once the lands are assigned, users can select the entity in Datasource and the respective view in the ‘Plot Records’ card in the map to plot the record on the map as pushpins. While visualizing records on the map, users can right-click on any pushpin to open the Contextual menu and use the ‘Show Land Area’ button to plot the land(s) that is assigned to the respective record. The user can also see all the lands that have been assigned to all the records that are plotted on the map, using the ‘Show Land Area’ toggle button on the Layer Menu and show/hide the same.
While users have so many search options and features to plot data on the map, they also have the capability to perform more than one search at a time to plot data on a map. For example, if the user needs to view the data with the search of By Region as well as By Drawing together on the same map, they will be able to do it with this ability of Multi search.
In the Detail map control, the records from the respective view will be plotted by default. In the below screenshot, the map shows the default view of the Accounts plotted with pushpins in green color. To add more searches to the map, user can click on ‘Add New Search’
to select the required search option and Data sources for the same.
The below screenshot shows that the Search option ‘By Region’ is selected in the New search which becomes ‘Search 2’ after clicking on Search button. It is now showing all the records from Alabama, USA in purple color. However, as the default view was already plotted in green color pushpins, the records are still there as the part of Search 1. Since the views for both of the searches is the same i.e. the default view the purple pushpins of Search 2 are overlapping on the green pushpins of Search 1.
The number of multiple Searches is visible in Plot Records Card. User can also click on the ‘Delete icon’ to delete the respective search layer.
The ‘Layer Menu” will show the layers based on the Searches performed. In this screenshot, it is showing the Search 1 that contains the default view plotted and the Search 2 with the records plotted from Alabama State using By region option as mentioned above. User can use the toggle buttons to hide/show the Search layers or the layers within an individual Search. This will also help to view the pushpins that are overlapped by other pushpins in case the views selected in two searches are the same like in our example above.
Users can also use the ability of Multi Search layers to perform Proximity Search at different locations in the same map. The below screenshot shows Search 1 where the Proximity search is performed on My Active accounts that is the default view here & the All Contacts and Search 2 where the Proximity search is performed on My Active Accounts on a different location.
While clicking on the circles of the Proxmity searches the Summary card information will be shown based on the pushpins belonging to the respective Proximity Searches.
• Map mode and labels- Two map modes are available viz. Road and Aerial view. User can also select to view the labels of regions on the map.
• Data Grid – All the records of the view are listed in the Data Grid. The check box against the records can be ticked to utilize the records for operations.
In case a particular record needs to be selected, it can be filtered out from all the records of the view by adding a suitable keyword
Hovering over the record image displays the details of the records. These details are configurable
Clicking on the record row in the data grid zooms the map view to the area of the pushpin. The pushpin blinks a couple of times and rests
• Lasso Tool- The user can use this tool to select a bunch of records together at once. The records will get selected in the data grid and be available to perform multiple activities.
• Mass Actions – Mass Actions can be performed on the selected records. They could be added to a travel route, the selected data set could be saved, activities could be created for these records, and emails could be mass sent to them.
Add To Route: This option will add selected data points to the route. The user can add at max 25 data points to the route
Save Data: The selected records can be saved as a static Marketing List or Personal View in Dynamics CRM
Create Activities: The user can create activities for non-activity Entity records currently selected in “View Data grid.” The user can define the Activity, Subject, Schedule Start date and Schedule end Time, Duration, Owner(User/Team), and Priority. The activities selected in respective Entity maps can be seen in the list of activities available to create using the button “Create activities”. By clicking this button below window will open and the activities will be created based on the inputs given in the window by the user.
Send Email: The user can send a mass email to the selected records. Users can select any one of the available email templates or a new email to write their own content. Users can also choose to keep the recipient as To/Cc/Bcc in the email.
• Reset Button- This button resets records as per the current search
• See More- The current view displays the CRM Records on the current page. To view more records, user can click on the See More option at the bottom.
Print Route - The user can print a Route as well as the adjoining Map. User can plot a route on map, and use the button ‘Print Route’ to print the route.
There are some limitations to some of the features mentioned above which will be available in our future releases.
Steps to Add control: To add this control on an entity grid, user can follow the steps mentioned below:
- Go to Settings > Advanced Settings > Customizations > Customize the System > Components > Entities > Required Entity Here, we have taken the Contact entity for an instance. Within Contacts, go to Controls > Add Control > Select Detail Map Control for Dataset > Add
- User can choose to allow the control on Web, Phone or Tablet. Click on Save > Publish.
- User can open any view of the entity to view this control.