Global map

The Map function is available on from the Home screen of Resco Mobile CRM app. Entities that have GPS coordinates can be displayed on the map.

See also:

• For information about how to use maps in the app, see Map and route planner.
• For information about how to add GPS coordinates to various entities, see Geocoding.
• For information about adding a map tab to your form, see Add map to form. Unlike global maps accessible from home, form maps can display records from a single entity only.

Configuring map views

You can define multiple different map views. Each of the maps must be added separately to the Home screen if you want them displayed.

To create or edit maps:

1. Edit an app project in Woodford.
2. Select Global Map from the Project menu.
   • Click New and enter a name to create a new map.
   • Double-click an existing map to edit it.
3. Edit the details of the map view in the Edit Map window.
   • On the Views tab, add or delete entities that should be available. Click Initial View for entities that you want to be displayed by default. App users can modify the selection in the app.
   • On the Setup tab, configure the start map location and zoom level. You can also configure whether to aggregate and expand map pins.
4. Click Save & Close.

To add maps to the home screen:

1. Select Home from the Project menu.
2. Select the map from the Available Items pane and click Add.
3. Click Save.

The map settings defined for global map also apply to other parts of the application, for example Mobile Audit Analysis.

Custom map pins

You can set up the map to use different map pins for different records, for example, depending on record status or record type. See Custom map pins for more information.

GPS coordinates of parent or related entities

Not all entities have GPS coordinates as fields. However, they might have a related entity or parent entity that does include the fields. For example, Opportunity entity does not have address fields, but Lead does. Opportunity is linked to Lead by the field Originating Lead, and we can use that to find the lead and use its location.

1. Select Opportunity entity from the Project menu.
2. Click Show UI and double-click the view used on the global map to open it for editing.
3. Click Select Fields and expand Lead and select the latitude and longitude fields, then click OK.
4. Click Save & Close to close the view designer. The Opportunity view now includes GPS coordinates and can be displayed on maps.
5. Select Global Map from the Project menu.
6. Edit the map and add the Opportunity entity and the appropriate view to the map.
7. Click Save & Close to close the Edit Map window.