Search nearby addresses in a map

Search nearby addresses in a map

Requirement            

Discover specific locations on a map based on a postal code.

Use Case  

A care-taking facility wants to search for appropriate caregivers to the patients in the same postal code, which will help everyone during an emergency.

Steps to follow  

1. Create the forms with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
Care-Giver
Care_Giver
Name
Name
Name
Address
Address
Address
Phone
Phone
Phone_Number
Patients
Patients
Name
Name
Name
Address
Address
Address
Phone
Phone
Phone_Number
Drop Down
Age
Age

For all the Age field, the choices can be imported from Advanced > Import predefined choices > Age. This will add the default choice groups listed under the Age.

Let's insert some patients and care givers. It is imperative that they should be in the same locality so that if there is an emergency, it will be easy for the care-giver to reach the patient.
 
2. We shall create a Map report based on the Care-Givers report and name it as Care-Givers Near Me.
 

An admin who handles the allocation of patients and care-givers needs to check the locality of both to assign appropriate care persons. Hence, for every patient, we need to find the care-givers in the same locality as the patient, which can be found by filtering the Care-Givers Near Me report based on the postal code. We shall create a page and embed this report, and configure a page parameter, postalCode with which we can filter the report.
 
3. Let's create a page and embed the Care-Givers Near Me report and set its custom height to say, 850px.
 
4. Add a page parameter, postalCode.

5. Next, let's configure Filter for the embedded report. Click Configure atop the report element, then click Filter.

The report will be filtered based on the postalCode value passed to the page. The filter is in place. Now, we shall configure a report workflow to get all the care givers near a patient.

6. Select the All Patients report > Quick View > Actions and click +.
 
7. Create an action item with the following details:
 
8. Click Create Workflow, then navigate to Add New Action > Deluge Script > Create your own. Add the below script to open the Care-Givers Near Me filtered based on the current Patient record's postal code:
  1. openUrl("#Page:Page?postalCode="+input.Address.postal_Code,"same window");

9. Finally, let's add this Get Care-Givers Near Me action as a button in every All Patients record. Select the All Patients report > Quick View > Layout. In the Configure Fields slider, click Add Fields and add the action.

See how it works    

           

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Display custom action button for specific records

                                                                                                        Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                                                                      • Create a search functionality to dynamically filter a report

                                                                                                        Requirement Create a search functionality for users to find specific records based on their search queries. Use Case An order management app is used by a business to store its customer details, and by billing agents to order products. There are three ...
                                                                                                      • Update a form using custom action (from another form's report)

                                                                                                        Requirement   Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
                                                                                                      • Custom card layout for e-commerce app

                                                                                                        Requirement Display products in a card layout with a button to add required products to a cart. Use Case An e-commerce business uses an order management app to process orders. Products need to be displayed in a card layout with product images, and ...
                                                                                                      • Understand map report

                                                                                                        Map report displays records that are driven by geographical locations. The report is based on location field type, and the recorded locations are plotted on a typical map. For instance, you have an application to manage the garbage collection system ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources