For a record to be displayed on a map, it needs to be accessible either by uploading it to a Datatable or by exposing an internet facing CRM system via a Connector. The data source, as well as the details of which records to return and how they should be displayed on the map is packaged up as a Layer and although a Layer can be created in multiple ways all are configured the same.
The General configuration section allows the user to change the default display behaviours of the Layer.
When a Layer is added to a map it will be given the name of either the CRM Entity or Datatable, this name can be updated to more accurately describe the data in the Display Name field.
There are two ways to view record pins on the map, the term Viewport mode is used when the records are returned straight from the data source and Query mode is used when the records are returned as part of a filtered dataset. When the data is unfiltered, and the user is viewing the Layer in Viewport mode the records can be returned in one of three ways:
- Retrieve all records - When selected this option will show each of the records in the dataset regardless of if it is currently visible on the map.
- Retrieve all records in view - Show only the records that are visible within the map’s viewing area.
- Only retrieve # records per request - Return at most the set amount of records regardless of how many are within the current viewing area.
The details of a record can be displayed on a map either in a small popup window (that appears when a record’s pin is clicked) or in a data grid. The fields to be displayed should be dragged from the Available fields section into either of the display sections. The Special Fields section allows the mappings that are required for schedule routing.
The Pin Variation section allows the user to style a Pin’s colour, image and shape using a targeted selection query. The Pin’s style is calculated in a sequential order so the last relevant query to that pin in each of the sections will be used to style that pin.
A Quick filter can be added to a Layer which will allow a user to customise a search parameter. A filter’s operator can also be locked in order to restrict the user from changing that query’s operator.
If multiple Pins are positioned in the same location, they will be grouped together and only the most common Pin within that stack will be displayed with a grouping indicator.