This is the stand-alone version of this article.

Overview

When moving your geopoints configuration from a development environment to a production environment, you must use the Solution Modeller to create a deployment package. This ensures that both the geopoint definitions (like "Incident Location") and their associations with work types are transferred correctly.

Deployment Checklist

1. Access the Solution Modeller
   1. Navigate to the Modeller and open the Solution Modeller.
   2. Select Export Configuration to begin building your package.
2. Add Geo Point Types
   1. Locate the section titled Geopoint Types within the configuration list.
   2. Select and add the specific types you created (e.g., "Incident Location", "Property Boundary") into your package.
   3. This action exports the core configuration of the location type itself, including its icon, colour, and data capture rules.
3. Add Work Type Dependencies
   1. Navigate to the Work Type Definition section and select the work type that uses the GeoPoints (e.g., "Matter Private Client General").
   2. Check the Mandatory Dependencies list for that work type.
   3. Ensure that the GeoPoint types listed as dependencies are selected and added to the package. This ensures the link between the work type and the geography definition is maintained.
4. Verify the Package Content
   1. Review your package items to confirm that you have included:
      1. The Geopoint Types (the definition of the location).
      2. The Work Type (where the location is used).
      3. The Dependencies linking the two.
   2. Once verified, proceed to export the package for deployment to your target environment.