Introduction to Geolocation Fields

 

Overview

A geolocation field is a type of field that allows users to record geographic location information in a screen in a client record (on the Client Profile page, when recording a service item, etc.). That information is then displayed on an interactive map within the screen. These fields can be added to any screen type, and multiple geolocation fields can be added to the same screen to track different types of geographic location data.

Screens that include geolocation fields will display an ADD LOCATION button with the field.

Like location records created from the LOCATION tab, geographic location information recorded using geolocation fields can be added either manually or using geolocation information based on the device location. 

Creating and Managing Geolocation Fields

Geolocation fields are created and managed in FIELD EDITOR. To create a new geolocation field or edit an existing one, follow the procedures you usually would for field creation and editing, outlined in Creating and Editing Fields, selecting “Geolocation” as the Field Type.

 

To add a geolocation field to a screen, follow the usual procedures for adding fields to screens outlined in Creating and Editing Screens. 

Geolocation fields can be edited in screens, including adding data quality checks and display constraints. For more information on editing fields in screens, see Screen Data Fields. 

Audit Log

The Audit Log for the LOCATION tab tracks the creation/deletion of geolocations.

Updated: 6/26/2023