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Geocoding: Difference between revisions
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{{Wikipedia|Geocoding}} | {{Wikipedia|Geocoding}} | ||
Geocoding is the process of converting addresses (like a street address) into geographic coordinates (like latitude and longitude). Reverse geocoding converts latitude and longitude into an address. You can use [[Woodford]] for geocoding user records according to their addresses – this means that the address information of the records can be translated into raw GPS data, which the mobile application needs to display records properly on the | Geocoding is the process of converting addresses (like a street address) into geographic coordinates (like latitude and longitude). Reverse geocoding converts latitude and longitude into an address. You can use [[Woodford]] for geocoding user records according to their addresses – this means that the address information of the records can be translated into raw GPS data, which the mobile application needs to display records properly on the map. | ||
Resco | Resco supports geocoding with multiple third-party map providers: | ||
* Azure | |||
* Bing (being deprecated by Microsoft) | |||
* Google | |||
* OpenStreetMap | |||
GPS coordinates | Resco Mobile CRM needs GPS coordinates to display multiple locations on the map. If you only want to display a single location, you can use a street address. | ||
[[File:Geocoding-feature-in-woodford.png|600px|alt=geocoding screen in woodford]] | |||
== Retrieving data == | == Retrieving data == | ||
# Select '''Geocoding''' from the '''Administration''' menu in [[Woodford]]. | # Select '''Geocoding''' from the '''Administration''' menu in [[Woodford]]. | ||
# | # Select your map provider and enter the map key. | ||
# Select an entity. Geocoding only makes sense for entities | # Select an entity. Geocoding only makes sense for entities that include address information. | ||
# Select which fields of the entity should be used as street, city, state, postal code, and country. For example, choose Address1_city as CITY, Address1_zip as POSTAL CODE, etc. | # Select which fields of the entity should be used as street, city, state, postal code, and country. For example, choose Address1_city as CITY, Address1_zip as POSTAL CODE, etc. | ||
# Check '''Set additional street fields''' if the entity has multiple fields for street that you want to use. You can also set their order by adjusting the {1} {0} {2} string parameter (e.g. {2} {1} {0}) | # Check '''Set additional street fields''' if the entity has multiple fields for street that you want to use. You can also set their order by adjusting the {1} {0} {2} string parameter (e.g. {2} {1} {0}) | ||
# As '''Latitude''' and '''Longitude''' select the fields where geographic coordinates should be saved. | # As '''Latitude''' and '''Longitude''' select the fields where geographic coordinates should be saved. | ||
# Click '''Fetch data''' | # Click '''Fetch data''' to load data from the server. | ||
# Optionally, use filter to limit the amount of fetched data. | # Optionally, use filter to limit the amount of fetched data. | ||
# Check '''Find position by query''' if your data is incomplete, for example missing city. The map provider will use a different algorithm to find the location. | |||
== Working with records and saving changes == | == Working with records and saving changes == | ||
Do one of the following: | Do one of the following: | ||
* Click '''Find Position''' to use address data of the records to find latitude and longitude. | * Click '''Find Position''' to use the address data of the records to find latitude and longitude. | ||
* Click '''Find Address''' to use latitude and longitude | * Click '''Find Address''' to use latitude and longitude to find address data. | ||
Once you have the records, you can filter them: | Once you have the records, you can filter them: | ||
* All – shows all records | * All – shows all records | ||
* New – shows records | * New – shows records that received the GPS coordinates after geocoding and didn't have any prior GPS information (green color) | ||
* Changed – shows records that had their GPS coordinates updated – they had GPS information | * Changed – shows records that had their GPS coordinates updated – they had GPS information before geocoding (blue color) | ||
* Failed – records which have failed geocoding (red color) | * Failed – records which have failed geocoding (red color) | ||
* Empty Lat/Lon – records which had no GPS data | * Empty Lat/Lon – records which had no GPS data before geocoding (red color) | ||
* Modified – ? | * Modified – ? | ||
To manually edit a record, use the detail view. | To manually edit a record, use the detail view. | ||
* Click the [i] button in a record to access the detail view. | * Click the [i] button in a record to access the detail view. | ||
* Here you can type location information, drag the pin on the map to correct GPS coordinates | * Here, you can type location information, drag the pin on the map to correct GPS coordinates or perform a manual search. | ||
* If you want to keep your manual changes, select Location and/or Address and click Confirm. | * If you want to keep your manual changes, select Location and/or Address and click '''Confirm'''. | ||
When you are done with geocoding, click '''Save''' to save any changes. | When you are done with geocoding, click '''Save''' to save any changes. | ||