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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

Transfer values allow you to automatically fill in certain sections of a new site. The default transfer values that come with TreeKeeper are “Address and Street Name” as well as “On Street”. These values are automatically collected and filled in 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.

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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.

NOTE:
Transfer Groups are titled to identify the Target fields and the Source layer for the transfer values.

NOTE:
Transfer Groups are also set up by color to identify the values in the Site information.

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A Transfer Value configured in TreeKeeper will autopopulate cartain attributes while adding or editing sites. The value being transferred comes from either a reference or data layer in your system.

Two examples of typical Transfer Values are “Address” and “Street” autopopulating from the nearest polygon of a Parcels reference layer, and “On Street” autopopulating from the nearest line feature of a Street Centerlines reference layer as shown in the screenshot below.

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Info

When Transfer Values are configured for a list-type attribute, the value transferring from the source layer feature needs to match a valid target attribute value (ignoring caplitalization). Using the screenshot above as an example, if “S Water St” is the value associated with the nearest street centerline, the On Street attribute would successfully autopopulate because “S Water St” is in TreeKeeper’s Street List. Meanwhile, if “South Water Street” was the value associated with the nearest street centerline, the On Street attribute would not autopopulate because the spelling does not exactly match a street name in TreeKeeper’s Street List. Numeric and open text attributes do not have this limitation.

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Transfer Values Legend

On the Add/Edit Site form, attributes with Transfer Values configured will be color coded. Clicking a Transfer Group heading will expand its contents listing the exact information being transferred.

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Overriding Transfer Values

Sometimes the

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Transfer Values are incorrect or you just want to change them to something else. To do this, you can either type

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a new value

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into the box, or

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reassign the source feature using the inset map.

To

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reassign the

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source feature, clicking the color-coded attribute heading or clicking the checkmark in the Transfer Group box will put that Transfer Group into active mode. As demonstrated in the GIF below, clicking the parcel just west of the current source parcel (blue outline and shading) on the inset map will highlight the parcel to the west its Address and Street values will populate in the form.

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NOTE:
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.