Maps and Layers

When opening the application, the “Layers” menu is automatically opened and presents three tabs:

• Map(s): list the maps saved by the user or which have been shared with him
• Layer(s): list all the mappable objects configured by a Galigeo administrator
• Opened: list all opened layers

Maps Tab	Geographic Objects	Opened layers

	Load a map or a layer. When a map is loaded, everything is cleared and replace by the content of the loaded map. It’s still possible to add more layer after
	Manage map sharing
	Delete a map
	Go to configuration page

Manage Maps

A map is an element made up of layers (or mappable objects).

This tab has two sections

• the list of maps that have been shared by another user with the one connected
• the list of maps of the current user

For all maps, it is possible to load them by clicking on the icon .

For each of the cards defined by the user, it is possible to:

	Manage map sharing with users or groups
	delete a map
	Define a map as favorite by clicking on it. A map is identified as favorite when the icon is green. When opening the application, if a favorite map is defined, all its content is loaded automatically.

Create a Map

After loading objects, the user has the possibility to save this set as a map by clicking on the icon .

Share a Map

By clicking on the icon , a window is displayed containing the list of users and groups with whom a sharing was made.

To add a sharing, click on the icon in order to display the window. In it there you can:

• choose a category: users or groups
• choose from the elements
• click on the “Save” button

Once the addition of users (or groups) is complete, the content is refreshed

Manage Opened Objects

Each open layer is presented in a section allowing the user to take action:

	Manages the layer visibility on the map
	Displays the layer filters
	Removes the layer from the map
	Changes the type of rendering on the map (cluster or markers). By default on load, the rendering type by cluster is active

Rendering by clusters	Rendering by markers

Informations Window

The info-window of a recording is obtained by clicking on a marker and contains:

• a link to the Salesforce presentation page of the recording (by clicking on the name)
• essential information on the object coming from standard or personalized fields
• customized actions
• standard actions

Customized Actions	Standard Actions

Data Filtering

Using Preconfigured and Dynamic Filters

Click on the “Filter” icon in order to display the panels of filter associated to the layer. These filters were defined by the application administrator when the geographical object was configured.

The panel has two parts:

• the preconfigured filters
• the dynamic filters

Preconfigured Filters

Thanks to the pre-configured filters, the user can modify the content of his map by retrieving only the records that meet the criteria defined by the filters.

Filter “Client”, “Prospect”, and “Ancient client”	Filter “Prospect” activated

Dynamics Filters

Dynamic filters allow you to filter records by keyword in a few steps:

1. enter the text
2. choose a clause
3. visualize the result

Canditates filter	Dynamic filtering applied to the city of “Villeurbanne”

Filtering from the Data Table

For each of the opened layers, the data panel allows:

• the filtering by a name search
• the filtering by column (values list, the number, currency, date/datetime)

The activation of these filter modifies the display of the objects on the map.

Filtering Using Keyword

An enter zone allows the dynamic filtering of the records by their name.

Data Table	Fitering by the name containing “cafe”

Columns Filtering

For each of the columns (of type list of values, number, currency, date/datetime), it is possible to define a filter by clicking on the filter icon of the column.

List of Values

Values List	Fitering on “Client”

Result

Numbers and Currencies

The filtering on fields of type numeric or currency is defined in the same way:

1. Define one or more criteria: by choosing an operator and a value
2. Apply the filter

Liste des conditions	CA supérieur à 1 500 000	Liste des conditions

Result

Dates

The filtering on fields of the type Date or DateTime is performed by choosing an operator and a predefined period.

Conditions List	Date of the last visit on the current month	Conditions List

Result

Nearby Search Filtering

The app offers three ways to filter items by searching nearby:

• from the green marker indicating the current location: obtained either by user automatic localization, or by address search
• from one of the standard actions available in the info-window
• from the right click contextual menu

Current Localization	Info-Window	Right Click

This opens a window inviting the user to enter the distance and the unit:

Once validated, all the layers are filtered both on the map and in the data table.

To remove the filtering, all you have to do is click on the circle to bring up a contextual menu and click on “Cancel Search”.