Adding or Viewing a Map (Geocoding)

If the functionality is configured in uDesigner for a business process, you can add an interactive map to a record. The location is based on a property address or longitude and latitude (Geocoding). You can add or view maps from the upper form of these business process types:

Maps are supported on company- and project/shell-level BPs. You can also search for a map by an address, longitude, or latitude.

To add a map to a business process:

  1. In the BP form, click the location pin icon ( ) next to the Latitude and Longitude fields. The Latitude/Longitude picker window displays with a map that you can manipulate as needed.
  2. 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 the map to compute latitude and longitude. A map pin displays the location of your click.
  3. Click Done when finished computing latitude and longitude. Latitude and longitude are populated in the corresponding fields on the BP in decimal degrees.
  4. If you click the pin 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:

  1. Navigate to a business process log.
  2. Select one or more records.
  3. Click View Record Location ( ) from the top toolbar. If no records have been mapped, this icon is not visible. 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.
  4. Click a map pin for location details.
  5. 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:

  1. Navigate to a BP record and click View Record Location ( ). If the BP has latitude and longitude address details, a map opens displaying the property location, indicated by a map pin.
  2. Click the map pin for location details.
  3. Click Close to close the map.

Last Published Friday, April 11, 2025