Transfer Values

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 in the screenshot below.

Note: 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 “Anita Dr” is the value associated to the nearest parcel, the Street attribute would successfully autopopulate because “ANITA DR” is in TreeKeeper’s Street List. Meanwhile, if “ANITA DRIVE” were associated to the nearest parcel, the Street attribute would not autopopulate because its spelling doesn’t match a street name in TreeKeeper’s Street List. Numeric and open text attributes do not have this limitation.


Transfer Values Legend

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 exact information being transferred.


Overriding Transfer Values

Sometimes the transfer values are incorrect or you just want to change them to something else. To do this, you can either type a new value into the box, or reassign the source feature using the map.

To reassign the 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. As demonstrated in the GIF below, clicking the parcel just north of the current source parcel (blue outline and shading) on the inset map will highlight the parcel to the north its Address and Street values will populate in the form.

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.