Route plan

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 entities, for example contacts or accounts. However, it also allows you to tap any subject and create appointments. It can also suggest an optimal route for you that you can follow to visit all your today's appointments with least overhead.

Route plans are configured for each app project in Woodford. Select Route Plan from the Project menu of Woodford to display a list of route plans. You can design multiple different route plans. After you're done designing a route plan, add it to the home screen of the app.

The configuration of a route plan is divided into three tabs.

• Activity: Use it to configure created appointments
• Filter Fields: Filter which appointments are shown on the map.
• Source Views: Select entities that should be displayed on the map. User can click the map pins to add an appointment with the entity to their daily route.

Configure the route plan, then click Save & Close.

Activity tab

Activity

Defines which entity should be shown/edited on the route plan. Often, this is the Appointment entity.

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.

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

Enable to make the route plan ready only for app user. User 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.

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 below.

Status field

Choose the entity field that is used as status field.

Completion Status

Choose the status code that's set when a user marks an appointment as complete on the map. Appointments with this status code are not shown on the route.

Excluded Status Values

Choose additional status codes that should also be not shown on the route.

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 Work Location

Enter the altitude 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.

Filter Fields

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.

misc / tbd

To learn more about Route Planning, please check these sections of our webinars:

LINK 1

LINK 2

Besides that, it is also possible to specify whether a COMPLETE button will be available and required to move to next point or to set the Start time for the route, default duration of the route point and default work location, that can be used as start and/or end for the route.

Route Planning 4.22_1

Since Resco Mobile CRM application version 10.0, there was a redesign of the Route Plan feature. Please check the new design and learn how to work with it in this WEBINAR. 4.22.1 Route Planning Events

To learn about Route Planning Events, please check this SECTION of one of our webinars.