Attribute Mapping

Admins can provide the address here based on which the records should be plotted on the map.

• Title: Select the field attribute which you would want to see while hovering on a pushpin on the map.

• Area of Service: Select the field of Area of Service. Please refer to the section of Area of Service in the User manual.

• Template: Select the name of template field. Please refer to the section of Saved Template Visualization in the User Manual.

• Address attributes mapping: Select the address fields to be used to plot the entity records on the map. Admins can add more than one address for an entity so as to plot the same entity with multiple addresses. They can click on the ‘Add New Address’ button to add another address. A maximum of 4 addresses in total to be plotted for the same entity. While adding a new address, a random color and pushpin will be set by default. Admins can further select the desired pushpin and the color for the respective address. They can also click on ‘Remove’ to delete an address that was added.

Note:

• If colors and pushpins are selected in the Category configuration section of Entity map as well as the Address Attribute section, then the colors and pushpins will be plotted on the map based on the Category configuration.

• If colors and pushpins are selected in the View Configuration section of Entity map as well as the it’s Address Attribute section and the user selects address(es) to plot the records from the dropdown option then the colors and pushpins will be plotted on the map based on the Address attribute settings.

• If colors and pushpins are selected in the View Configuration section of Entity map as well as the it’s Address Attribute section and the user does not select any address to plot the records from the dropdown option then the colors and pushpins will be plotted on the map based on the View Configuration settings.

• If ‘Set as default’ option is not selected for any of the addresses added then the records will be plotted based on the first address by default.

o Address Name: Enter the name for the address. This will help to differentiate the pushpins plotted on the map based on different addresses.

o Set As Default: Admins can select this option to set the respective address as the default address to be fetched for the entity while plotting the records.

o Link To: The Link to option in the ‘General’ tab will be applicable for the first address. The link to attribute can be specified for the other addresses as well in order to fetch the address from another entity while plotting the records.

o Territory: Select the name of the territory field.

o Territory relationship: If the user has enabled the option of multiple territory within the Default Configuration Detail record, the field ‘Territory’ mentioned above will be replaced with ‘Territory relationship’. Select the relationship for the entity with the territory here.

o Override Territory: Select the field created in the entity record form for Override territory. Based on the value of the respective field in the record form it will be decided whether the existing territory(ies) will be overwritten or not while assigning territories to the records.

o Land Area Mapping: Select the relationship of respective entity with Geography entity here so as to use the feature of Land Area Mapping and view lands assigned to the records.

o Entity Image: While hovering or clicking over a pushpin, users can also view the image of the record if the image is added. Select the ‘Default Image’ field here to view the record image on hover and tooltip card.

Note: In order to get accurate geo-coordinates,

• Latitude & Longitude fields are mandatory. • Other fields highlighted with ‘+’ are recommended.

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