Advanced Field Types: Geolocation and Dynamic Link

Advanced Field Types: Geolocation and Dynamic Link

Introduction

iVendNext offers specialized advanced field types that enable powerful data handling beyond standard text or dropdown fields. Two particularly versatile options are the Geolocation Field (for mapping and spatial data) and the Dynamic Link Field (for flexible document references).


This guide explains how to configure and use these fields effectively, with real-world examples and best practices.



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

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.



Conclusion

  • Geolocation Fields unlock spatial data tracking for agriculture, logistics, and more.

  • Dynamic Link Fields simplify multi-document references without redundant fields.



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