Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

When configuring additional object lists to be included the Axsy Mobile App's main menu, it is possible to enable a Map View where the records for that object - standard or custom - can be plotted on a map if the records have valid Locations associated with them. Additionally, the user's current geo-location will be plotted on the Map View as well so they can see where they are in relation to the plotted records.

Figure 1 - Map View showing the location of Account records along with the user's current geo-location

Associating a Location to an Object

For an object's records to be able to be plotted on a map in the Axsy Mobile App, the object must have a relationship to a Location record. This can either be a direct lookup field on the object to a Location record, or it can be via multiple relationships, up to a depth of 3. 

IMPORTANT: The longitude and latitude values for the standard Location field - which is of type "geolocation" - of the Location object are what are used to plot the associated record. The Visitor Address field is not used.

Enabling the Map View with the Config Tool

Please see this article for more information on how to configure map view for additional object lists with the Axsy Config Tool: Configuring Additional Object Lists

Working with the Map View

The Map View for object lists will display a dot representing the user's current geo-location along with pin icons for any records with location that are additionally plotted on the map.

Getting Directions

Tapping the pin icon for any record plotted on the map will bring up the name of the record, the longitude and latitude coordinates for the geo-location, and a button to launch the native mapping app to get turn-by-turn directions.

Figure 2 - Tapping a "pin" icon will allow the user to launch the native mapping app to get turn-by-turn directions

Full Screen Map

It is possible to expand the map into a full screen view. To do so, tap the expand icon located above the default map.


NOTE: When in full screen map view, tapping on a pin icon will, in addition to presenting a button to get directions, also present a button to view the details for the applicable record.

Figure 3 - Fullscreen map view