If the functionality is configured in uDesigner for a business process, you can add an interactive map to a record. The location will be based on a property address, and/or longitude and latitude (Geocoding). You can add or view maps from the upper form of these business process types:
- Line item
- Simple
- Text
- Document
- Cost (classification generic)
Maps are supported on company, project, and shell-level BPs. You can also search for a map by an address or longitude or latitude.
To add a map to a business process
- Click the globe icon next to the Latitude and Longitude fields. The Latitude/Longitude picker window displays with a map that you can manipulate as needed.
- Do one of the following:
- Enter the address of the property to compute the latitude and longitude, and click the Map It button.
- Enter the numbers for latitude and longitude in degrees, or in degrees, minutes, and seconds, and click the Map It button.
- Click on the map to compute latitude and longitude. A map pin displays the location of your click.
- Click OK when finished computing latitude and longitude. Latitude and longitude are populated in the corresponding fields on the BP in decimal degrees.
- If you click the globe icon again, the latitude and longitude values are displayed in the Latitude Longitude picker window and are retained there until you calculate a new latitude and longitude. A map pin on the map indicates the location of the property represented by the current latitude and longitude displayed in the picker.
To view maps from the business process log
- Navigate to a business process log.
- Select one or more records.
- Click View Map. A map opens displaying the various locations that are mapped, indicated by map pins. If the locations indicated on the map are far apart, the map zooms to the closest location.
- Click a map pin for location details.
- Click Close to close the map.
Note: If multiple records are selected that have the same latitude and longitude, the map will show only one pin marker.
To view a map for a specific business process record
- Navigate to a BP record and click View Map. If the BP has latitude and longitude address details, a map opens displaying the property location, indicated by a map pin.
- Click the map pin for location details.
- Click Close to close the map.