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How can you set the location of a record?
How can you set the location of a record?

Setting the location of a record on the web app.

Mike Meesseman avatar
Written by Mike Meesseman
Updated over 10 months ago

Setting Location of a New Record

When using the Split or Map views

At the top of the record editor, when creating a record start by clicking the green '+' icon to create a new record. Then click on where you would like to have the record set on the map.

When using the Table view

At the top of the record editor, when creating a record start by clicking the green '+' icon to create a new record. This will then bring up a popup window where you can select a location on the map or enter in the location manually.

Editing the location of an exiting record

When using the Split or Map views

Start by clicking the record pin on the map, then click the edit button to enable edit mode. You can click on the ‘edit location’ button and then click anywhere on the map to set the location for a record or manually change the location of the record.

When not using Advanced Geometry, the location can be changed as shown here.

When Advanced Geometry is enabled, the location can only be changed using the on-map interface.

When using the Split or Table views

To edit a record from the table in the split or table view, you can open the record directly in edit mode by clicking edit from the record options drop down. Then you can either edit the location on the map or manually enter in the location like above.

NOTES

  •  In order to manually set the location for a record you must type the latitude and longitude information in a decimal degree (DD) format. Where latitude values are bounded by ±90° and longitude values are bounded by ±180°.

  • Records in Fulcrum do not need to have a location set if 'Location Required' is not checked in the App's settings. Records that do not have a location will not be viewable from the map view on the record view. In order to locate these records, you will need to use the table view.

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