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Route plan: Difference between revisions
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=== Activity tab === | === Activity tab === | ||
; Activity: | ; Activity: Define which entity should be shown/edited on the route plan. Often, this is the Appointment entity. | ||
; Activity Name Field: Define which field is displayed as the title of the record in the list and on the map. (Requires [[Releases/Autumn 2021|release 14.2]].) | |||
; Start Field: Choose the entity field that defines the start time of the appointment. | ; Start Field: Choose the entity field that defines the start time of the appointment. | ||
; End Field: Choose the entity field that defines the end time of the appointment. | ; End Field: Choose the entity field that defines the end time of the appointment. | ||
; Related Entity Lookup: Defines related entity or entities that will be shown on the map. Creating an appointment on the route plan will associate the entity record to the appointment using this lookup field. | ; Related Entity Lookup: Defines related entity or entities that will be shown on the map. Creating an appointment on the route plan will associate the entity record to the appointment using this lookup field. | ||
; View-only Mode: | ; View-only Mode: Make the route plan ready only for the app users. Users won't be able to modify route items. | ||
; Filter user-owned records: Check if the route plan should explicitly filter records owned by the current user of the app. Similar functionality can also be achieved by setting a proper [[Sync Filter]] for the route plan entity. | ; Filter user-owned records: Check if the route plan should explicitly filter records owned by the current user of the app. Similar functionality can also be achieved by setting a proper [[Sync Filter]] for the route plan entity. | ||
; Enable completion: Check to allow users to complete appointments directly from the map annotation. When this field is enabled, you also need to define the Completion Status field and optionally also Excluded Status Values. | ; Enable completion: Check to allow users to complete appointments directly from the map annotation. When this field is enabled, you also need to define the Completion Status field and optionally also Excluded Status Values. | ||
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; Workday Start Hour: Enter the hour which should be used as the start for every route. Format: HH:MM. | ; Workday Start Hour: Enter the hour which should be used as the start for every route. Format: HH:MM. | ||
; Default Duration: Enter the default appointment duration in minutes. | ; Default Duration: Enter the default appointment duration in minutes. | ||
; Default Work Location: Enter the | ; Default Work Location: Enter the latitude and longitude of the default work location. | ||
; Start/end route at work: Check if work is used as the default starting and ending location. Clear if you want to use the current location instead. | ; Start/end route at work: Check if work is used as the default starting and ending location. Clear if you want to use the current location instead. | ||
; Alternative visit location: If you define alternative location fields, you can then define an alternate location for route items (appointment/activity). | ; Alternative visit location: If you define alternative location fields, you can then define an alternate location for route items (appointment/activity). | ||