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Home/Docs/Entity Reference/Position — entity reference
REFERENCE · Last reviewed

Position — entity reference

A field-sales seat, or territory slot, that exists independently of whoever currently occupies it. Visit routes can be assigned to the seat rather than to a person, and the plans generated for it go to whoever holds it - the ExecutivePosition row whose Effective To is still empty. The seat carries its own operating coordinates, so route planning departs from the seat's own base and a handover therefore never moves the territory or its customers; depot resolution falls back from the seat's geography to its branch geography, then the holder's default-branch geography, then the account centroid. Parent Position stores a seat hierarchy that no first-party code acts on yet.

Fields

FieldLabelTypeRequiredWhat it does
BranchIdBranchLookup → BranchAn administrative grouping for the seat, not its depot. Route planning starts from the seat's own coordinates and only falls back to this branch's geography, then the holder's default-branch geography, then the account centroid, when those coordinates are missing.
CodeCodeMultiLineText
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTime
DescriptionDescriptionText
GeoLocationOperating LocationGeoLocationThe seat's operating base: routes planned for this seat start and end here.
IdIdGuidYes
IsActiveActiveBoolean
ModifiedByIdModified ByLookup → UserAccountYes
NameNameText
OwnerIdOwnerLookup → UserAccountYes
ParentPositionIdParent PositionLookup → Position
RecordTypeIdRecord TypeGuid, hidden
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTime

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete the selected records.
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete in a list page
EditEditEditEdit
EditInLineEditEditInlineEdit in page.
EditInListEditEditInlineEdit In List Header
NewNewNewNew