Routes

The Routes module allows you to build the optimal routes to the activities.

Requirements

Add the Routes module to the app menu.

Algorithm for Finding the Lookup Field on Activity

To view an Activity record on the map, it should have a lookup field to the Account record for which the geolocation data is collected or the full address is specified.

CT Mobile app finds the corresponding lookup field according to the algorithm:

  1. If there is only one lookup field on the Activity object to the Account object, this field is in use.

  2. If there are two and more lookup fields on the Activity object to the Account object, the lookup field with the Account keyword in the API name is in use, for example, AccountId__c. If several lookup fields have the Account keyword in the API name, any of them can be in use.

  3. If there are two and more lookup fields on the Activity object to the Account object, and none of them has the lookup field with the Account keyword in the API name, any of them can be in use.

For the Event and Task objects, the filling of the Name (Whatid) fields is applied.

routes1

Adding Routes to the Menu

To add the Routes module to the app menu:

  • In CT Mobile Control Panel

  • In CT Mobile Control Panel 2.0

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist. To apply settings to all the profiles, select General Settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Routes item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

  1. Go to CT Mobile Control Panel 2.0: App Menu tab.

  2. Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.

  3. Click Show Module Menu.

  4. On the All or Application Modules tab, select the Routes item.

  5. Click Save.

The setup is complete.

Working with Routes

Any error that occurred while working with maps will be shown in the Sync Log record, for example, an invalid Google Maps API Key.

Left Menu

Sections are sorted in ascending or descending order according to the day.

The mobile user should have access to the Start Date field (refer to CT Mobile Control Panel: Calendar or CT Mobile Control Panel 2.0: Activities). Otherwise, if this field is blank, records will be randomly grouped in the section without a title.

  1. Records in the sections are sorted in ascending or descending order according to the start date—the records with the start date of the Date type are displayed first.

  2. Records will be grouped by day according to the Activity object with a title that contains the day, month, and year:

    1. Records are displayed by the start date of the Date type.

    2. Records are displayed by the start date of the Date/Time type.

The available list views:

  • All activities (default list view);

  • List views of each object grouped by the object;

  • All + name of the Activity object for objects without custom list views, e.g., All Events.

The last selected list view will be displayed in the Routes module.

Main Screen

Based or not on the current location, view the location of the selected record on the map.

Available Options

To build a route:

Tap Routes in the main menu.

  1. Enable Use current location if the current device location will be included in the route. This option depends on GPS/Wi-Fi.

  2. Enable Optimal route to use optimized route logic instead of sequential route logic. This option is only available in Google Maps.

  3. Specify whether to get directions on foot or by car.

  4. Select the activities from the list.

    • The maximum number of activities for a route is limited.

    • The route points are numbered. When tapping on activity on the map, you can use the Open button to go to the record layout.

    • For long-distance activities, a route cannot be built.

    • A route cannot be built for the activities in the exact location, and the points will not be displayed.

      routes points

The route is built.

The selected options are saved until the current user logs out.

You can tap 35 and then tap Directions to open the navigation app, which is used by default on the mobile device, with a route.

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