GeoOp is a 3rd Party, easy-to-use job tracking software system that make running your field sales or service business simpler and more efficient.
This doc will not be a detailed account of how to utilize the GeoOp service, rather it will show you what information you will need to source from your GeoOp account in order to get this integration to work properly.
Once you’ve created your form and you wish to link it with GeoOp, do the usual steps to add a form connector:
In This Article
Adding a GeoOp Connection
To add a connection, go to the Connections page which is accessed via Your Account -> Connections. (You must be an Administrator-level user to see this option.)
- In the Connections page, click the "Add Connection" button and choose GeoOp. The page will refresh, showing a new GeoOp connection row.
- Click the Authorize button. This will take you to the GeoOp accounts page where you must log in with your desired GeoOp account. Make sure you log in with the right account: this is the account that all GeoOp Connectors will use. Grant the access requested; this is so that our Connectors can create and update entries on your GeoOp account.
After granting access, you should be returned back to the Connections page. Your connection will be verified automatically - you will see a green tick if everything is working.
Adding a GeoOp Connector to your Form
Once you have a valid connection, you can add as many Connectors as you like to a Form. This is done via the Connectors page, which can be accessed from your Form design, settings, or the Screens listing if you mouse over the Form row in question.
Once you are on the Connectors page, setting up a GeoOp Connector is easy: Click on the "Add Connector" button to see a list of the available Connectors. Click the GeoOp option. This will refresh the page and display your Connector, ready for configuration. Note that at this stage nothing has been saved: you must click the Save button to save your Connector after you've finished setting it up.
- Select which format you would like your data saved as. Options are CSV, Excel, PDF, Text File and Word.
- Optionally, chose a custom file name of your choice. You can also create a dynamic attachment name using fields from your Form: hit the hammer icon to build it. The file extension (.pdf, .xlsx, .docx, .csv, .txt) will be added to your name automatically.
- Specify the field in your form that contains the GeoOp job identifier for the associated Job ID. This is normally achieved by having a Choices field in your Form that lets the user choose from the jobs populated by the "GeoOp - Jobs" connected data source. Use our standard {{ }} syntax to refer to the field's data name. Otherwise, specify a static value for cases where all entries must create Notes against the same Job. Hit the hammer icon that appears when you hover over this field if you need help remembering the name of the target Job field.
- Specify the field in your form that contains the GeoOp Identifier for the associated User ID. This is normally achieved by having a Choices field in your Form that lets the user choose the users populated by the "GeoOp - Users" connected data source. Use our standard {{ }} syntax to refer to the field's data name. Another option would be to set the GeoOp identifier for each user into the External Id field of your app users and then use the userid() formula to refer to this. You can also specify a static value; in this case, all Job Notes created by this Connector will show as being created by the given User. Hit the hammer icon that appears when you hover over this field if you need help remembering the name of the target User field.
- Enter custom text which will show as the Job Note in GeoOp. Create dynamic text using fields from your Form; hit the hammer icon to build it.
At this stage, your Connector is ready to go. Hit the Save button to save your changes and activate the Connector.
Create a GeoOp Account
You will need to create an account on GeoOp if you have not done so already. You can signup for the service at this web address: https://geoworkforcesolutions.com/
Once you’re signed up and logged in, you’ll be at the dashboard screen:
Create a job in GeoOp, to which you will be connecting and communicating. Once your job is created on GeoOp, you will need to get the JobID. You do that as follows:
Select the job you wish to connect to from the job list.
You can now get the JobID from the URL as shown below:
To get the UserID for the user you wish to interface with on the GeoOp platform, do the following:
When your account page loads, you can get the userID of the logged in GeoOp user from the URL as shown below:
For any GeoOp-specific functionality, consult the GeoOp support documentation at this address: http://support.geoop.com/