How to Use the Sidebar
In order to enable the new sidebar user interface, please follow the instructions outlined in this article.
The most important piece of the MapAnything interface to understand is the Sidebar. This component of the user interface houses Saved Queries, Data Layers, Routing, and Point of Interest (POI) information.
The Sidebar contains three tabs. In the image below, the three tabs from left to right are Layers, Routes, and POI.
1. The Layers Tab: This tab houses and provides an organizational structure for data layer creation and storage. Once a data layer is plotted, a user can choose to manipulate the data on the map in a number of different ways.
To learn more about the layers tab click here.
There are three different tabs that organize your layers.
a) The Recent sub-tab displays your top 5 recently used layers as well as your Plot on Load items.
1) Plot on Load will automatically plot the predetermined shape layer to the map when opening MapAnything.
Note: If you wish to use Plot on Load you must first toggle it on. To learn how to do so click here.
b) The Saved sub-tab holds three top-level folders which can house sub-folders containing queries, shape layers, favorite locations, and new folders.
a. Top-level folders are identified as:
1) Personal Folder: This folder will house all layers that the individual user owns.
2) User Folders: This folder reflects the role hierarchy that is configured in your Salesforce Org. This folder can be removed from view on a user by user basis in the permissions configuration page.
Best Practice: Many clients choose to hide the User Folders from view for MapAnything end users, and keep the User Folders in view for administrators. To learn more about user folders click here.
3) Corporate Folder: This folder can be thought of as public space. Any query in this folder can be viewed by any MapAnything user. Folder Permissions can be assigned to mitigate any security concerns that may arise.
Best Practice: We recommend enabling folder permissions for the corporate folder, and then assigning permissions to users on an as-need basis. The main reasoning for this is to avoid your users making changes to queries that are being used by the entire organization. To learn more about the folders tab click here.
c) The Plotted sub-tab is where you can access different layers that have been plotted on to the map. These layers include plotted shape layers, boundaries, and favorite locations.
a) Plotted Query Shape Layer: If the layer plotted to the map is a saved query, the user will be able to:
1) Change Marker Modes: These include Marker, Heat Map, Cluster, and Scatter view. To learn more about marker modes click here.
2) View Bad Addresses: Clicking the Bad Address link reveals a list of addresses that could not be geocoded. This list can be exported for cleansing or a pin can be dropped and placed on the map to determine its geolocation. To learn more about the geocoding process, click here.
b) Plotted Shape Layers: If the layer plotted to the map is a shape layer, the user can hover over the eye to:
1) Ensure the shape is visible. Deselecting this checkbox will quickly take the shape off the map. This is useful if you want to remove the shape layer momentarily without having to plot it again.
2) Only show markers inside the shape. Selecting this checkbox will remove all records outside of this shape.
3) Merge boundaries. Clicking this checkbox will merge all boundaries of your shape so the territory appears as one, as opposed to many different shapes.
4) Show shape label(s). If you wish to see the name of the shape layer on the map, click this checkbox to do so.
2. Routes: This tab provides users with the ability to create a route or trip and access that route at a later date via MapAnything for Salesforce1. This tab has two sections.
To learn more about the routes tab click here.
a) Saved Routes: This section allows a user to manage and access the routes which have been created and saved to their calendar. Users can also search other users calendars depending on Routing Role Security settings.
b) Route Planner: This section allows a user to build and plan a trip to be executed at a later date/time. From here users can add Waypoints to a route, plug in meeting times, and determine the optimal driving path.
3. Points of Interest: This tab shows points of interest after a search term is specified. To learn more about Points of Interest click here.
a) To plot POI’s to the map…
2) Enter a search term (e.g. Starbucks, Gas Stations, Airports, etc…)
3) Select Search POI to begin the search.
4) View the POIs on the POI tab of the sidebar.
5) Click on a POI marker to view that POI on the map.