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RECOMMENDATION: If you are using a version of The Portal Connector higher than 4.0, we strongly recommend utilizing the MVC based widgets and components to create your site. This documentation is for legacy purposes only and will soon be deprecated.

CRM Pin Map

Properties Related
Widget Type:
Page Widgets
TPC Version:
  • 3.3 +
VideoLogos
Pin Map is a simple way to display CRM entities on a geographical map. You can configure the look and feel of the map by selecting from more than a dozen of map overlays, drag and drop pin images into a library then connect to CRM using the usual FetchXML tools.

Configuration

Basic Setup

0) Drag and drop the widget on to the Page.

1) Click Edit and configure your options in Basic Tab. These are all optional settings.
 



Appearance

2) Click Appearance Tab and configure your more graphics related options. These are all optional settings. Open Street Road Map should be the default overlay. Weather Overlay is also available.



Marker

3) Go to the Marker Tab to drag and drop images. 
Use reasonable rectangular images that are approximately 28 x 40 pixels for best results. 

Feel free to organize them in the Marker Library automatically created upon designer load. 

Then double click on an image to register it as the pin image.  If you don't select an image, default markers will appear with The Portal Connector logo.




FetchXML 

4) Go to FetchXML Tab to configure what CRM data to pull. 

You can select Entity from Dropdown to use Load Default FetchXML button and then Use Builder to configure the fetchXML in a GUI. OR type in the fetchXML manually then Use Builder.

Refer to How to use the Fetch XML Builder for more information.




Data

5) Next is the Data Tab, once fetchXML is configured all dropdown options are dynamically pre-filled with values from FetchXML. 

Choose your Name Attribute for a tool-tip pop-up on an event of mouse over.

Then choose your type of Address Lookup depending on CRM data entity.
- Use Coordinates: If you have latitude and longitude fields in your entity.
- Use Address: If you have multiple address fiends in the entity: Street, Number, etc
- Use Composite Address: If you have one line address. 
Appropriate attribute dropdown selectors will show up automatically. These dropdown options are also pre-populated from the fetchXML. 

 

  Example below has Use Address selected and sub properties are configured to their CRM related fields:





6) Fill the optional filters, additional to in-fetchXML filters. Refer to How to Filter Records

7) Save and Publish Page when done.

Widget Properties

Basic Properties

Use Composite Address

Used when you have address fields concatenated in one line in CRM. Using this option activates Geocoder. (that uses external APIS to pull coordinates)

Use Address

Used when detailed address is registered in CRM on each entity. If true, the following sub properties will be available in drop down boxes. Street Line 1, Street Line 2, City Attribute, Province Attribute, Country Attribute, Postal Attribute. Using this option activates Geocoder. (that uses external APIS to pull coordinates).

Use Coordinates Option

Used when coordinates are registered in the CRM entity. Sub Properties: Latitude and Longitude Dropdowns: to specify the coordinates fields.

Name Attribute

CRM field to be attached to each marker as a tooltip.

Entity

Drop Down: Optional, select entity to use the Load Default FetchXML. Required in Advanced Pin Map: Used to dynamically populate image selectors list to differentiate markers by status.

Marker Type

A string property that hold image url.

 

Navigation Control

Completely optional tool to navigate map by clicking arrows. If not null, Position Sub Property drop down will be available. Type: Boolean

Map Overlay

Over a dozen of map overlay types, available with preview to choose from a nice KendoUI Dropdown.

Attribution or Comment

Use this to add some info, description, credentials, links or just leave blank.

If not null, Position sub property will be available.

Zoom Control

Completely optional tool to adjust zoom by clicking on +/- buttons. If not null, Position Sub Property drop down will be available. Type: Boolean

Zoom

You got 20 map zoom levels.

Map Height - advance pin map

Choose a height in pixels (300 is default) and width is determined by the page layout.

Center Longitude & Latitude

If Center By Address is null, this property is used instead.
Allows to choose to center by direct coordinates.

Center By Address

Type address by any format you wish, in the background map widget would use google API to select best matching location. So type a full address or just name of the city.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.

Use Composite Address

Used when you have address fields concatenated in one line in CRM. Using this option activates Geocoder. (that uses external APIS to pull coordinates)

Use Address

Used when detailed address is registered in CRM on each entity. If true, the following sub properties will be available in drop down boxes. Street Line 1, Street Line 2, City Attribute, Province Attribute, Country Attribute, Postal Attribute. Using this option activates Geocoder. (that uses external APIS to pull coordinates).

Use Coordinates Option

Used when coordinates are registered in the CRM entity. Sub Properties: Latitude and Longitude Dropdowns: to specify the coordinates fields.

Name Attribute

CRM field to be attached to each marker as a tooltip.

Entity

Drop Down: Optional, select entity to use the Load Default FetchXML. Required in Advanced Pin Map: Used to dynamically populate image selectors list to differentiate markers by status.

Marker Type

A string property that hold image url.

 

Navigation Control

Completely optional tool to navigate map by clicking arrows. If not null, Position Sub Property drop down will be available. Type: Boolean

Map Overlay

Over a dozen of map overlay types, available with preview to choose from a nice KendoUI Dropdown.

Attribution or Comment

Use this to add some info, description, credentials, links or just leave blank.

If not null, Position sub property will be available.

Zoom Control

Completely optional tool to adjust zoom by clicking on +/- buttons. If not null, Position Sub Property drop down will be available. Type: Boolean

Zoom

You got 20 map zoom levels.

Map Height - advance pin map

Choose a height in pixels (300 is default) and width is determined by the page layout.

Center Longitude & Latitude

If Center By Address is null, this property is used instead.
Allows to choose to center by direct coordinates.

Center By Address

Type address by any format you wish, in the background map widget would use google API to select best matching location. So type a full address or just name of the city.

Related examples of CRM Pin Map Configuration