Looking for best option for organization map
Discussion Open
I am working on a map that groups organizations by type. Some have multiple types, and I would like to mark any additional types on each organization in a way that is searchable and filterable in lieu of relationship lines. What is the best function to use for that?
Thanks!
Ariel
Without knowing exactly what the map looks like, the most obvious option would be use text markers, also called tags.
You could a single or multiple groups of tags depending on how many categories of types you have. You can then make each of these groups either mutually exclusive (ie, you can add only one tag from that category to each topic), or non-mutually exclusive which would allow you to add multiple tags from the same category on a single topic.
You can also search for tags and use them in filters and SmartRules, and if you click on the Map Index tab on the side of the screen and then on the tag group name you will see a count of each tag in the group. Then if you click on the little plus sign next to each tag name you will be able to see a list of all the topics in the map with that particular tag.
Without knowing exactly what the map looks like, the most obvious option would be use text markers, also called tags.
You could a single or multiple groups of tags depending on how many categories of types you have. You can then make each of these groups either mutually exclusive (ie, you can add only one tag from that category to each topic), or non-mutually exclusive which would allow you to add multiple tags from the same category on a single topic.
You can also search for tags and use them in filters and SmartRules, and if you click on the Map Index tab on the side of the screen and then on the tag group name you will see a count of each tag in the group. Then if you click on the little plus sign next to each tag name you will be able to see a list of all the topics in the map with that particular tag.
I would like to join Alex.
Tags and possibly symbols would be my choice. Properties could also be used. What should be searched for? An example would be helpful.
I would like to join Alex.
Tags and possibly symbols would be my choice. Properties could also be used. What should be searched for? An example would be helpful.
Also carefully consider the how the primary structure is categorised, because there is only one. The primary structure governs how easily the map can be navigated, maintained and verified. A characteristic of organisations that is exclusive and can be subdivided would be best, e.g. geographical location. Structuring by a non-exclusive characteristic such as organisation type could create ambiguity if you are also using tags for organisation type.
Also carefully consider the how the primary structure is categorised, because there is only one. The primary structure governs how easily the map can be navigated, maintained and verified. A characteristic of organisations that is exclusive and can be subdivided would be best, e.g. geographical location. Structuring by a non-exclusive characteristic such as organisation type could create ambiguity if you are also using tags for organisation type.
Thank you all for your help! I think I have a good idea of how to move forward now.
Follow up and slight related question. Is there a way to conditionally color code links? I am adding links to main contacts for each company, but a few of the contacts need to be highlighted (for instance if they haven't been confirmed contacted yet)
Thanks again!
Thank you all for your help! I think I have a good idea of how to move forward now.
Follow up and slight related question. Is there a way to conditionally color code links? I am adding links to main contacts for each company, but a few of the contacts need to be highlighted (for instance if they haven't been confirmed contacted yet)
Thanks again!
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