How do I view my Google Map based on Highlighting of records?

Updated on September 7, 2020 04:07AM by Admin

The Google map view of the Apptivo can be customized with the individual color code pins for a better view of the map.

Note: Click here to know how to integrate the Google map with Apptivo.

Let’s go through the color-coded view for the Leads app in the map view.

Steps to add the Highlight in Leads

  • Login and access the Leads app from the universal menu.
  • Click on the More (...) icon and select the Settings.

  • On the Settings page, click on the Leads and select the Highlighting.
  • In the Highlighting, click on the create button.

  • On the Highlighting page, specify the follows:
    • Name - Name of the highlighting rule.
    • Priority Score - Priority of the highlighting rule. This will be used to prioritize the highlighting, in case of multiple highlighting criteria being met.
    • Dashboard - Select the preferred highlighting color.
    • Description - Description of the highlighting rule.
    • Criteria - The Criteria section is where we are going to define the highlighting condition. ( Note: You can configure multiple conditions combined with an AND/OR operator)
  • Here, the Condition to get the color code for the New Leads.
  • Then, click on the Create button.
Create Highlighting

Enable the Map View

Note: To Enable the map view, you have to enable the google map integration for the Leads app.

  • On the Settings page, click on the Customize app and select the Views.
  • In the Views, create or Edit the existing view.

  • You can view the Map View toggle on the update view side panel.
  • Enable the map view and update the view.
Map Views

Steps to view the Map View

  • Go to the Leads home page, you can view the leads list with the color-coded highlights.
  • You can view the Map view button on the Right corner of the page.
Home page

  • By clicking on the Map View, you can get the map view with the configured color-coded pins.
View Map view