How to relate a split parcel to the original

Owned by Sandra Rambo (Unlicensed)
Sept 05, 2017
5 min read

This guide is used to relate split parcels to an original parcel. First create a field to track the original parcel number for parcels that were split off of the original. Then create an associated record list to be able to view all of the parcels that have the same original parcel number in a listing on the parcel view page to ease of use. Finally maintain the records to keep the lists up to date. For any assistance with setting these fields up, feel free to contact us at support@rtvision.com.

Create a new field on the parcel to track the original parcel number

  1. Click "Customizer" under the "User" tab

  2. Click "Tables" in the section where the parcel table is held
    1. This section is usually called "PIM", "Property Inventory Management", or "Property Records"
    2. If you have trouble fining the correct section, please contact support@rtvision.com
  3. Click "Sections" next to the table where the parcels are stored
  4. Click "Fields" in the section where you want to store the original parcel number
  5. Click "Add" at the top of the page to add a new field
  6. Step 1: "Basic"
    1. Section: This should already be filled in to show the section that you chose in step 3 above. If this is not the section that you want this value to be held, you may change it here.
    2. Name: Choose a name for this field.
      1. Ex. "Original parcel number"
    3. Data Type: Choose "Text".
    4. Access Control: Choose who you want to be able to view and edit this field.
  7. Step 2: "Basic #2"
    1. Text Type: Choose a text type from the list. We recommend choosing "DEFAULT_LABEL" if available.
    2. Is Critical: Set this to Yes if you want this field to be selected on reports by default, and shown in the "common" panel on the left side of the parcel view page under the map.
  8. Step 3: "Field Options"
    1. Show this as a required field?: Choose "No, show as Optional" so that if the parcel itself is an original, you don't have to fill in the field even if there is no original parcel number.
    2. Hovering Description: Fill in this text box if you want a hover help over the field for additional instructions.
    3. Extended Description: Fill in this text box if you want text under the field for additional instructions.
  9. Step 4: "Attributes"
    1. You may use this step to use html formatting to change the appearance of the field. It is an optional step.
  10. Step 5: "Preview"
    1. You may use this step to view what the field will look like on the parcel view page.
  11. Step 6: "Object ID"
    1. Object ID: This field is auto-filled based on the name of the field from step 1 and is the name used to store the field in the database. You can leave this step as it is.
  12. Step 7: "Review & Implement"
    1. Click "Implement" to add this field to the table.
    2. Click Save & Exit" once the implementation is complete.


Add an Association field to be able to view all parcels with the same original parcel number

It is recommended to add this field to the same spot as the field for the original parcel number but you may add it to a different section if it makes more sense to have it there.

  1. Click "Customizer" under the "User" tab

  2. Click "Tables" in the section where the parcel table is held
    1. This section is usually called "PIM", "Property Inventory Management", or "Property Records"
    2. If you have trouble fining the correct section, please contact support@rtvision.com
  3. Click "Sections" next to the table where the parcels are stored
  4. Click "Fields" in the section where you want to store the original parcel number
  5. Click "Add" at the top of the page to add a new field
  6. Step 1: "Basic"
    1. Section: This should already be filled in to show the section that you chose in step 3 above. If this is not the section that you want this value to be held, you may change it here.
    2. Name: Choose a name for this field.
      1. Ex. "Original parcel number"
    3. Data Type: Choose "Associated Record List".
    4. Access Control: Choose who you want to be able to view and edit this field.
  7. Step 2: "Basic #2"
    1. Table of records to list: Choose the table where the parcels are stored (the same table as chosen in step 3 from above)
  8. Step 3: "Field Options"

    1. Choose Field(s) to Match Value(s): Click "Add" and choose the name of the field that you used to create the field to hold the original parcel number for Field (A). Do the same for Field (B). Click the blue "Save" button below this field.

    2. Choose Field(s) to Show (else will default to Critical or Main Display): Click "Add" and choose the parcel number (not the original parcel field that was created in the first section of these instructions)

      1. The fields chosen in this step will be the fields that are shown in the listing of related parcels. You may chose any other fields from the parcel to show here but we recommend keeping it brief for the sake of space.
    3. Choose How to Show: You can choose how to display the results in this field
      1. If you want to show multiple fields in part B of this step, then choose "Table" but you can choose list if you only want to show the parcel number
    4. Hovering Description: Fill in this text box if you want a hover help over the field for additional instructions.
    5. Extended Description: Fill in this text box if you want text under the field for additional instructions.
  9. Step 4: "Preview"
    1. This field will not show a preview since there is no record to base the preview off of.
  10. Step 5: "Object ID"
    1. Object ID: This field is auto-filled based on the name of the field from step 1 and is the name used to store the field in the database. You can leave this step as it is.
  11. Step 6: "Review & Implement"
    1. Click "Implement" to add this field to the table.
    2. Click Save & Exit" once the implementation is complete.

Check for new parcels and update the original parcel field

  1. Click "Customizer" under the "User" tab
  2. Click "Results" in the "Jobs" section
  3. Look for the results from the Tax data sync
    1. There are two types of jobs: Import and Sync. The name of the tax sync job in the "Job" column will start with "Sync:" and then show the name of the job which is usually descriptive.
    2. If you need help determining the correct job, contact Support@rtvision.com
  4. Click "# Inserted: " to view the records that were inserted into the parcel table.
  5. On the Job Detail page, the records that were inserted into the table are able to be view by clicking on the blue question mark to the far left and then clicking "edit" on the dialog box that appears
    1. On the parcel view page, you can view all of the information related to that parcel as well as a map of the parcel's location
  6. On the Parcel view page, you can add the original parcel number to the field created in the first section of these instructions to the parcel information
  7. Click "Save" to make sure the original parcel number is saved to the new parcel