Get Location Data Setup & Trigger

The Neodeluxe Get Location Data Automation allows you to quickly retrieve the county or geographic coordinates of an address with a single button click.

Firms often need the county or geographic coordinates from defendant or incident addresses to determine jurisdiction. Currently, this data must be obtained manually.

With the Get Location Data automation, Filevine Admin users can easily configure buttons within projects. When clicked, these buttons automatically retrieve the county or geographic coordinates from an address.

Follow the instructions below to implement the Get Location Data Automation.

Initial Considerations

• Use field codes for all inputs unless otherwise noted.
• For more information on getting field codes and selectors, please visit: How to Get Selectors and Field Codes.
• You cannot leave input and output field codes empty in the config section.
• If a destination project field is in a collection, the button must be triggered from that same collection item and will apply to that item.
• If the button is activated from a collection, all the field codes used as inputs and outputs should be in the same collection item.
• Empty field codes are not accepted by the updater so please make sure to always put a valid input.

Setup Instructions

1. Go to the Configuration Project, select the Get Location section, and then click + Add an Item button. 

NOTE: The Get Location section displays a list of existing Get Location items with their corresponding configurations. To add a Get Location button to another section in your project, create a new item and configure it accordingly. 

2. In Button Name, enter the widget selector of the action button triggering the Get Location Automation.
   E.g.: getLocationButton, getLocation, getAddressInformation, getCounty.

NOTES:

• Ensure that a Taskflow Trigger Button has already been created in the section where the automation will extract the address’s county or geographic coordinates. Use this process to get the widget selector:
  • To learn more about creating a Taskflow Trigger Button, please visit the Widget Types page.
  • No need to create or assign a task flow to the Taskflow Trigger Button, but name it something useful, like “Get Location", “Get County Information".
  • For more information on getting selectors, please visit: How to Get Selectors and Field Codes.

3. In the Value to Return dropdown, select one of the following options to specify how the address data will be returned: County or Latitude and Longitude.

4. Select the Address Field Type.

• Contact: Use when the address comes from a contact. When this option is selected, the Address Contact Field (Field code of Person Field - not Person List) is enabled.
  • Address Contact Field (Field code of Person Field - not Person List): Specify the field code of the contact (that is a Person field) from which the address will be retrieved by the automation.

    E.g.: {{caseSummary.person}}

    NOTE: Person List fields are not supported.

• Single Field: Use when the address is contained inside a project field. When this option is selected, the Address Field is enabled.
  • Address Field: Specify the field code from which the address will be retrieved by the automation.

    E.g.:  {{casesummary.address}}

• Separate Fields: Use when the address inside the project is divided into several fields. When this option is selected, the Address Field 1, Address Field Line 2, Address Field City, Address Field State, and Address Field Postal Code fields are enabled.

• Address Field 1, Address Field Line 2, Address Field City, Address Field State, and Address Field Postal Code: Specify the different field codes that compose the address fields from which the separate address will be retrieved by the automation.

5. Select the Destination Type field where the retrieved address's county or geographic coordinates will be displayed.

• Project Field: Use when the destination field is a Project field. When this option is selected, the Destination Project Field (Fieldcode of a Single Text field) is enabled.
  • Destination Project Field (Fieldcode of a Single Text field): Specify the field code corresponding to a single text field, where the returned data from the address will be indicated.

    E.g.: {{casesummary.latitudeAndLongitude}}, {{casesummary.county}} {{intakeandloss.incidentGeocode}}

• Contact Field: Use when the Destination Type field is a Contact field. When this option is selected, the Destination Contact Field (Field Selector of a Single Text field) is enabled.
  • Destination Contact Field (Field Selector of a Single Text field): Specify the field selector corresponding to a single text field, where the returned data from the address will be indicated. This field is a custom field for the contact.

    E.g.: casesummary.county

NOTES:

• When Contact Field is selected as destination, it is mandatory to provide a contact as input in the Address Field Type field as well.
• Note that the Destination Contact Field requires Field Selectors, instead of field codes.

6. After specifying the options, click Create to complete the setup. 

NOTES: 

• Users can create as many items as needed for their Get Location Data Automation setups for their projects.
• To get both the County and Geographic coordinates using the same button, create two separate configurations: one for County and one for Lat Long. Each should use a different Destination Field, but both must be triggered by the same button.

Get Location Setup Examples

• Example 1: The following example setup will enable the retrieval of latitude and longitude, based on the address contained in a single field (not an address from a contact field). The latitude and longitude will then be displayed in a destination field inside the project (not in a contact field). The specifications are the following:

• Button Name: getLocationLatLong

  (This is the Widget button selector that was created within the section where the button that will trigger the automation is located)

• Value to return: Lat Long

  (This is the value the automation will retrieve from the address; in this case latitude and longitude)

• Address Field Type: Single Field

  (The field type where the address is contained; in this case the address the automation will be taking is contained in a single field)

• Address Field Code: {{intakeandloss.locationofaccident}} 

  (This field code points to the field where the address will be taken from for the automation)

• Destination Field: Project Field

  (This indicates the type of field where the obtained results by the automation will be displayed. In this case is a project field).

• Destination Project Field (Fieldcode of a Single Text field): {{intakeandloss.incidentGeocode}}

  (This field code points to the field where obtained results by the automation will be displayed)

• Example 2: This example setup will enable the retrieval of the county, based on an address contained in a group of separated fields (not an address from a contact field). The county will then be displayed in a destination field inside the project (not in a contact field). The specifications are the following:

• • Button Name: getLocationCounty

    (This is the Widget button selector that was created within the section where the button that will trigger the automation is located)

  • Value to return: County

    (This is the value the automation will retrieve from the address; in this case the county.

  • Address Field Type: Separate Fields

    (The field type where the address is contained; in this case the address is contained in separated fields)

  • Address Field Line 1: {{caseSummary.addressLine1}}

    (This field code points to the field where the Address Line 1 will be taken from for the automation.

  • Address Field Line 2: {{caseSummary.addressLine2}}

    (This field code points to the field where the Address Line 2 will be taken from for the automation)

  • Address Field City: {{caseSummary.addressCity}}

    (This field code points to the field where the Address city will be taken from for the automation)

  • Address Field State: {{caseSummary.addressPostalCode}}

    (This field code points to the field where the Address state will be taken from for the automation.

  • Destination Field: Project Field

    (This indicates the type of field where the obtained results by the automation will be displayed. In this case it is a project field).

  • Destination Project Field (Fieldcode of a Single Text field): {{caseSummary.addressCounty}}

    (This field code points to the field where obtained results by the automation will be displayed)

Trigger: Get Location Automation

When Filevine users need to use the Get Location Automation to automatically add the county or geographic coordinates, they just have to click on the button previously created within the corresponding project.

1. Go to the section in the project where the configured button that triggers the Get Location Automation is located, and click it.

E.g.:

• Button for County information:

• Button for Geographic Coordinates information:

2. Confirm the automation execution by clicking the Start Taskflow button.

3. The automation results (County or Latitude and Longitude) appear in the configured destination field according to the setup.

E.g.: 

• If the setup is for retrieving the address's County, the result is displayed in the destination field.

• If the setup is for retrieving the address's Latitude and Longitude, the result is displayed in the designated destination field.

NOTE: If you have two separate setups for obtaining the address's County and Latitude and Longitude by using the same button, the results are displayed accordingly in the designated fields for each.

Results after clicking the Button that triggers both Automations:

NOTE: The message Activated by [User Name], on [Date] at [Time] will appear, indicating that the automation has been started.

4. Reset the automation by clicking on the Reset button, and then confirm the action by clicking the Reset Taskflow button.