End User Usage

1. Create a new template or choose an existing one

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2. For a new template, select the Template Type

3. Name your new template, select Association Type (Object or Record), and select the subsequent Object or Record

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4. Next, create a new layer or click to edit an existing layer

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5. To create a new layer, select the object whose records you may want to visualize on map

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6. Select field(s) that you'd like to leverage and move them from the left box to the right box

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7. Next, add condition(s) and click Verify Query to test the selected conditions

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8. Next, select the type of visual: Points of Interest or Connection Lines

   1. For Points of Interest, a user can choose any Icon Type or upload their own (1:1 ratio)

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   2. For Connection Lines, select color and mid point icon

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9. Next, select the field you want to visualize on the map.

   1. Filter down selection based on record or value

      1. If a record, it will fetch the record and prompt to select the field until the final layer of the record

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10. Select the layer’s Hover Interaction and/or Click Interaction:

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11. Click Save

Notes:

1. When placing an interactive map on a page, a user can specify which template to use

2. On any record, the interactive map will try to find the template and apply its settings

Video of the steps above can be found here