Widget Type:
Page Widgets
TPC Version:
  • 3.3 +
VideoLogos
CRM Advanced Pin Map Allows distinguishing CRM entities by Status Attribute on a map with distinguished marker images. 

Prerequisites 

You will need entities containing an address and a status attribute.
Important: Before you use the designer, make sure your CRM entity of interest is registered under the Portal Connector. 

Configuration

Basic Setup

Go into the Sitefinity backend -> The Portal Connector -> CRM Entities -> Click on 'Create a CRM Entity' -> Choose your entity in the dropdown list -> Click 'Publish'.  

Now you are ready to configure the data components of the Widget.

After dragging the widget onto a page, click edit to load the designer then skip Basic and Appearance tab go Markers Tab.

In the Marker Tab to drag and drop images. Use reasonable rectangular images that are approximately 28 x 40 pixels for best results. Important to load them in the Markers Library automatically.




2) Go to FetchXML Tab to configure what CRM data to pull. Important to select Entity from the top Dropdown. 

Then you can use the Load Default FetchXML and then Use Builder to configure the fetchXML in a GUI. OR type in the fetchXML manually then Use Builder.




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. 

Select the Status Attribute. If your status field options don't exist, try going back to step 0 to configure your entity.

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. 


 

!) Important click SAVE, then click edit on widget again. Now your status options will be available in the Appearance tab.

Now you can finish configuring the widget with the dynamically created list of KendoUI Dropdowns with a list of markers from the Sitefinity Image Selector Markers library.

Click Appearance Tab and configure your more graphics related options. If you have fetchXML and Data Tab are filled out properly, then you will be able to select marker images.  





Configure your options in Basic Tab. These are all optional settings.

Go to Filters Tab to fill the optional filters, additional to in-fetchXML filters. 
Use add /remove links [ + ] / [ - ]  to add or remove filters.

Save and Publish Page when done.

Widget Properties

Basic Properties

Map Height ~ advance pin map

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

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.

Center Longitude & Latitude

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

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.

Map Overlay

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

Zoom

You got 20 map zoom levels.

Navigation Control

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

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

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.

Name Attribute

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

Use Coordinates Option

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

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 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)

Weather Overlay

Optional use this to activate Precipitation or Cloud layers.

Status Attribute

Select an entity that is used to distinguish markers based on their status. It is also used to dynamically populate the List of Marker Selectors.

option Status Preview

A dynamic list of KendoUI marker selectors based on metadata of the FetchXML and Status Attribute in the Data Tab. When the list is created, each dropdown is populated with a list of available markers in the Markers Image Library, from the Marker Tab.

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.

Map Height ~ advance pin map

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

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.

Center Longitude & Latitude

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

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.

Map Overlay

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

Zoom

You got 20 map zoom levels.

Navigation Control

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

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

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.

Name Attribute

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

Use Coordinates Option

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

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 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)

Weather Overlay

Optional use this to activate Precipitation or Cloud layers.

Status Attribute

Select an entity that is used to distinguish markers based on their status. It is also used to dynamically populate the List of Marker Selectors.

option Status Preview

A dynamic list of KendoUI marker selectors based on metadata of the FetchXML and Status Attribute in the Data Tab. When the list is created, each dropdown is populated with a list of available markers in the Markers Image Library, from the Marker Tab.