Geographic Areas: Create & Manage Location-Specific Data
- Harshula Jhala
- Sanaa Kherodawala
- Wilmarié Moreland
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Related pages:
Geographic Areas Overview
The Geographic Area object stores a list of geographies that can be assigned to projects to indicate where the project is being implemented. Depending on the client, this may be a list of global geographies (regions, countries) or at a more granular level (states, provinces, districts, or even villages). Geographic areas can also have a parent-child hierarchy.
Creating Geographic Area records is essential for the Indicator Management features to function. Project Indicators will not render on the Set Targets and Add Results pages unless there is at least one Geographic Area record created.
Create Geographic Areas
Create a Single Geographic Area Record
To create a Geographic Area, navigate to the Geographic Area tab and click “New”.
Enter the name of the Geographic Area.
If there is a Parent Geographic Area, look up and select its name in the Parent Geographic Area field. For example, if I’m entering Maharashtra, which is a state in India, I want to indicate that
Maharashtra’s Parent Geographic Area is India. This means you should create your highest-level Geographic Areas first, then move down to lower levels.Select the “Type” for the Geographic Area and click “Save”.
Upload Geographic Area Records in Bulk
Organizations often use a range of tools to upload the relevant Geographic Area records in bulk. Here is a list of Continents, Regions, and Countries that can easily be uploaded by a System Administrator.
Using multiple languages?
Enter the translated value(s) for the Geographic Area name in the appropriate field, ensuring that the translated value corresponds to the Language code defined by the System Admin. For example, if the System Admin has set up the Custom Label USER_LANGUAGE_CODE such that Language 1 is ‘Spanish’, enter the Geographic Area in Spanish for ampi__Name_Language_1__c.