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Route plan: Difference between revisions
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(Created page with "Route planning allows users (or their manager) to use Mobile CRM app to create a daily route. It is similar to the global map in that it displays a map and a list of entit...") |
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; 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. | ||
== Filter Fields == | == Filter Fields tab == | ||
This tab displays a list of entity fields of the entity selected on the '''Activity''' tab. Select which fields should be used for filtering. A good example of such a field is the field Owner. | This tab displays a list of entity fields of the entity selected on the '''Activity''' tab. Select which fields should be used for filtering. A good example of such a field is the field Owner. | ||
== Source Views == | == Source Views tab == | ||
; List of entities: Select entities that should be displayed on the map. This list displays entities that have GPS coordinates latitude and longitude enabled. Also, the ''Regarding'' field of the entity selected in the Activity tab must have the entities among its lookup targets. | |||
; Initial Entity: Choose an entity that should be displayed by default. | |||
== Rules == | |||
You can use [[Rules editor|rules]] to customize the behavior of your route plan. The following actions trigger rule execution on a route plan: | |||
* On Item Added: Executed when a user adds a new appointment on the map. Often used for initialization, if you need to set some properties for the newly created appointment. | |||
* On Item Completed: Executed when a user marks an appointment as completed. This can be used to perform some finishing touches on the appointment about to be closed. Note that the fields need to exist on the view. | |||
Few sample rules are described in a [https://youtu.be/ws1RbswYfFQ?t=20m4s webinar]. {{Badge|Webinar}} | |||
[[Category:Woodford]] | [[Category:Woodford]] | ||