Sunday, February 5, 2017

Convert Geography to Issues

I've been meaning to implement this new feature for a while. A customer's request finally made me put it on the top of the pile.

It had always annoyed me that if I uploaded a point with some photos onto a Monitoring Visit map that represented an issue I had to follow up on, I had to also create a new issue separately and upload the same stuff.

Now, you can save some time and convert any geography from a visit or management activity into an Issue right from the edit page of the geography. Simply click the Convert to Issue link in the edit window.

Your issue will use the Name and Description of the geography and its Identified On date will be the Visited On or Occurred On date of the visit or management activity.

It's really easy, but here's a knowledge base article on how to do it.