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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.
    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.
• 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.
    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
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.
Print Route - 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.
Last modified 4mo ago
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