Published at: 2026-10-12
Configure Field Plans and Routes
Enable route visits and plan routes for field users.
Before You Start
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You are a field application administrator.
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The route visit scene is enabled.
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Routes organize visits by area, Account Type, and frequency.
Steps
- In Field Global Settings > Field Scenes, enable Route Visit.
- Enable route visits in the field rule.
- In Field Routes > Route List, plan routes for field users.
Expected Result
Authorized users can see and execute their route visits.
Route filters use Account Type, Field Scene, and Field Type.