Add Location Information to a Form

You can add location fields and maps to forms. Location fields and maps can only display information about projects. So if your form has a Context Type value of Project or Portfolio Project, then any location field or map can have a Context value of Same as form or Focused row in any project table. Alternatively, if your form has a Context Type value of Portfolio, then any location field or map can only show information about projects that might be listed in a project table. This means that any Portfolio form with location information is invalid unless it also includes at least one table that lists projects.

To add location information to a form:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Form Design.
On the Form Design page, select a form.
In the Form toolbar, select the  Location icon and drag it onto the form canvas.
In the Select Location Fields dialog box, in the Available list, select a field or the Map option, and then select  Move Right.
Like other fields, location fields let users view or enter text and numbers. The only difference here is that the fields you can pick all have to do with geographic information.

A map visually conveys the location of a project, as long as that project has Longitude and Latitude values.

You can add multiple fields at once. To reposition a field in the Selected list, select it, and then select  Move Up or  Move Down.
Select Select.
In the Properties: Field or Properties: Map area, edit the field or map properties.
Select Save.

Tips

To change the width of a location field or map, move your cursor to the left or right edge and drag it to the desired length.

Last Published Tuesday, May 21, 2024