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Transfer Values need to be configured by the TreeKeeper Support team. Please reach out if there is a Transfer Value that should be set up. |
Overview
A Transfer
Value configured in TreeKeeper will allow attribute values to autopopulate while adding or editing sites. The value being transferred would come from either a reference or data layer in your system. Two examples of effective Transfer Values would be Address and Street autopopulating from the nearest polygon of a Parcels layer while “On Street” autopopulates from the nearest line feature of a Street Centerlines layer as shown on the right.
Transfer values take information from the layers that they are assigned to. For example, “Address and Street” pull their information from the centerlines layer. This means that if the layer if off at all, the transfer values will also be off.
We can expand the Transfer Group and it will list the information it is transferring. Since the Target items are within the Site Class if we expand that class we will see the two fields that are being transferred.
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Transfer Groups are titled to identify the Target fields and the Source layer for the transfer values.
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Transfer Groups are also set up by color to identify the values in the Site information.
Note: When Transfer Values are configured for a list-type attribute, the value transferring from the source layer needs to match one of the target attribute’s list-values (ignoring caplitalization). Using the screenshot to the right as an example, if “Anita Dr” is the value associated to the nearest parcel, the Street field would autopopulate because “ANITA DR” is in TreeKeeper’s Street list. Meanwhile, if “ANITA DRIVE” were associated to the nearest parcel, the Street field would not autopopulate because it’s spelling doesn’t exist in TreeKeeper’s Street list. Numeric and open text attributes do not have this limitation.
On the Add/Edit Site form, attributes with Tranfer Values configured will be color coded. Clicking a Transfer Group heading will expand its contents listing the information being transferred.
Overriding Transfer Values
Sometimes the transfer values are incorrect or you want to change them to something else. To do this you can either type the a new value you would like into the box, or you can select the appropriate street or parcel on reassign the source feature using the map.
To select reassign the appropriate data source that you want to pull from on the map you need to click on the checkbox left of the transfer group name. This will show the source layer features on the inset map. After this, you can click to select the desired polygon and this will select the new polygon and the Transfer Values will update in the site class.
source feature, clicking the color coded attribute heading or placing a checkmark in the Transfer Group box will put a Transfer Group into active mode. Referencing the screenshot to the right clicking the parcel just north of the current source parcel (blue outline) on the map would cause the parcel to the north to be hightlighted and its Address and Street values to populate the form.
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Transfer Values can be set up as either hard or soft transfers.
Hard Transfers: If a source value (a value being transferred to a site) is changed, all sites in nearest proximity to that source feature (point, line, or polygon) will be assigned the new value. For example using the screenshot to the right, if the address 250 were edited to be 251 and the site edit submitted, any other sites nearest to the 250 S WATER ST parcel polygon would be updated to 251 S WATER ST.
Soft Transfers: If a source value (a value being transferred to a site) is changed, only the site you’re editing will be updated witht he changed value. For example using the screenshot tot the right, if the address 250 were edited to be 251 and the site edit submitted, only the site being edited would be affected.