Map My Selection Tool

Basics

  • A Bing Maps API Key and a Google Maps API key are required to use the Map My Selection Tool.
    • The Bing api key is for geocoding.
    • The Google api key is for displaying the map.
  • The Map My Selection Tool allows you to:
    • Plot addresses (including those with Apt/Suite numbers) on an interactive map from any selection of people records,
    • Color-code map points based on Congregation, Participant Type, Gender and Last Household Activity,
    • Geocode addresses and save the Latitude and Longitude values to Lookup Values > Addresses (the Last Geocode Date field on the Address record is updated for any geocode attempt),
    • Click on one or more map points to save that selection back to the Contacts page (or hold the Shift key while dragging your cursor across the desired area to quickly select desired records).
  • The tool must be launched from a selection of records on a page that is in some way related to a Contact record. 
  • Printing the map provided by this tool is currently unreliable. Instead, you could take a screenshot of the map and paste it into another program.
  • Records may fail to geocode if there is something wrong with the address or it doesn't exist.

Initial Setup

A SPoC must complete a one-time initial setup in order to use the Map My Selection Tool.

  1. Obtain a Bing Maps API Key. Free API Keys are available to non-profits, and paid licenses are also available. Refer to Bing's Terms of Use for details on usage circumstances, allowances, etc.
    1. For Application URL, use your MinistryPlatform address, followed by a trailing slash: https://my.example.com/ministryplatform/
  2. Obtain a Google Maps API Key.
  3. Go to Administration > Configuration Settings and update the following Configuration Settings. When doing so, double-check that you have no trailing spaces in the Values of each Configuration Setting, as erroneous spaces can cause errors when using the tool.
    • COMMON, BingAPIkey
    • COMMON, GoogleMapsAPIKey
  4. Use the Core Tools Management Tool to have the Configuration Setting update take effect immediately.
  5. Grant user access to the tool via the Security Roles and Tool Permissions.

Using the Map My Selection Tool

  1. Select desired records.
  2. Click Tools > Map My Selection.
  3. A pop-up window indicates how many records need to process geocode data. Click Load.
  4. A map loads for your use. Click the > to expand the summary and options. You have the option to:
    • Include or exclude the pins by Congregation, Participant Type, Gender and Last Household Activity.
      • Click the > next to the desired option to expand.
      • Check or uncheck the desired buckets.
    • Select record from the map points to save that selection back to the Contacts page
      • Hold the Shift key while dragging your cursor across the desired area to quickly select the records in that area.

Video Topics

0:09 - Overview of the tool
0:42 - Initial set up
1:34 - Using the tool

 

 

Last Modified: 8/21/2019

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