Advanced Field Types: Geolocation and Dynamic Link

Advanced Field Types: Geolocation and Dynamic Link

Overview

iVendNext includes advanced field types for smarter data handling. Key options like Geolocation (for maps) and Dynamic Link (for document references) offer added flexibility. This guide shows how to set them up with practical examples and tips.



1. Geolocation Field

1.1 What is a Geolocation Field?

  • Captures geographic data (points, lines, polygons) using interactive maps.

  • Stores data in GeoJSON format (RFC 7946 standard).

  • Commonly used in:

    • Agriculture (land mapping)

    • Logistics (delivery routes)

    • Retail (store locations)


1.2 How to Set Up a Geolocation Field

Step 1: Add the Field

  1. Open Customize Form for the target DocType (e.g., "Land Unit").

  2. Add a new field → Set Field Type = "Geolocation".

  3. Configure optional properties:

    • Circle Accuracy: Enable for radius-based tracking.

    • Map Zoom Level: Default view (e.g., city-level or street-level).


Step 2: Using the Field

  • Click the map icon to open the interactive viewer.

  • Draw shapes: Plot points, lines, or boundaries.

  • Edit: Drag nodes to adjust polygons or paths.


Example:


  • DocType: Land Unit

  • Use Case: Marking farmland boundaries for irrigation planning.




2. Dynamic Link Field

2.1 What is a Dynamic Link Field?

  • A flexible reference field that can link to multiple DocTypes.

  • Automatically filters options based on a linked DocType selector.


2.2 How to Configure a Dynamic Link Field

Step 1: Create the DocType Link Field

  1. Add a Link Field to the form (e.g., "Reference DocType").

  2. Set Options = "DocType" to list all document types.


Step 2: Add the Dynamic Link Field

  1. Add another field → Set Field Type = "Dynamic Link".

  2. In Options, enter the name of the DocType Link Field (e.g., "reference_doctype").


Example:


  • Use Case: An Opportunity form that can link to either a Lead or Customer.

    1. First Field: Link Field (Options = "DocType") → User selects "Lead" or "Customer".

    2. Second Field: Dynamic Link → Shows only Leads/Customers based on the first field.




3. Key Features and Best Practices

3.1 Geolocation Field Tips

  • Precision: Use polygons for exact boundaries (e.g., property lines).

  • Integration: Combine with ERP workflows (e.g., auto-assign tasks based on location).

  • Mobile: Works on iVendNext mobile apps for field staff.


3.2 Dynamic Link Field Tips

  • Performance: Limit linked DocTypes to essential options (use Custom Scripts to filter).

  • Validation: Add client-side scripting to enforce rules (e.g., "Cannot link to cancelled Leads").

  • Naming: Use clear labels like "Linked To (Type)" and "Linked To (Record)".



4. Troubleshooting Common Issues

Here’s a quick look at some common issues you might run into.


Issue

Solution

Geolocation map not loading

Check internet connectivity; ensure GeoJSON is valid.

Dynamic Link shows no options

Verify the DocType Link Field has a value selected.

"Invalid reference" errors

Ensure the linked document exists and isn’t deleted.




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