Add live interactive maps to your Smartsheet dashboard. The map can show data from one or multiple sheets of your Smartsheet, CRM, or any other data source, as well as territories. You can also add buttons, forms and custom actions — to let users file requests and applications, create and update records and execute other actions right on the embedded map.

Mapsly を Smartsheet ダッシュボードに埋め込む方法

Mapsly を Smartsheet ダッシュボードに追加する最も一般的な方法は、Smartsheet Web Content ウィジェットを使用することです — この方法では、マップがダッシュボードに直接埋め込まれ、ダッシュボードは最新のマップデータを表示するよう自動的に更新されます。Shortcut または Image ウィジェットを使用して Mapsly を追加することも可能です — この場合、ダッシュボードには新しいブラウザタブで Mapsly マップを開くリンクのみが含まれます。

埋め込みマップでのデータ更新頻度

By default, Mapsly pulls new and updated data from a data source, like your connected Smartsheet, once per 30 minutes. This delay can be reduced to 10 minutes.

Also:

• with some data sources, like HubSpot and Zendesk, real-time CRM-> Mapsly data sync can be activated in a few clicks;
• for other data sources you can set up real-time CRM->Mapsly data sync using webhooks or outbound API calls from your data source, like Zoho CRM, Creatio, Quickbase and any other data source that supports either of these capabilities.

埋め込みマップは柔軟 & 簡単に設定可能

On your live map, you can dynamically colorize your data based on custom criteria using map layers and filters; control what users see with URL parameters; show data from one or multiple objects (sheets) at once. For each object you can adjust its marker properties and fields (sheet columns) that will be shown as the marker label, or in the map popup, or in the record-view popup that you can also enable.

検索フィルターとリストビューを追加

Optionally, you may use a configurable List view in combination with the search bar filter to show a collapsible list of records (sheet rows) on the left on the map and/or give user an opportunity to adjust data set shown on the map and search for particular records.

テリトリーを追加

You can show territories, both hand-drawn and created using the geo-library (for example, from zip code areas or counties) and their data fields including demographics and aggregate metrics automatically calculated based on data from records residing in those territories.

レイヤー追加パネル & テーブルビュー

It is also possible to enable Layers pane and Table view on shared maps. Please write us in chat to have these two features enabled for shared maps on your account.

ボタン, フォーム & 自動化を追加

You can make your embedded maps more interactive by placing custom buttons and forms to a record’s map popup or record-view popups — to allow users to submit data, requests, trigger workflows and any other custom processes.