A container grouping related VisitRoutes and their VisitPlans, carrying shared context (branchId, partnerAccountId, visitPurpose, visitTaskTemplateId, resourceId). It is the host of territory planning: the PlanTerritory action splits a set of accounts across executives and creates one VisitRoute per executive under this group, sequenced over real road times.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Resource | Lookup → Resource | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitPurpose | Visit Purpose | PickList | | Values: Order Delivery, Product Demo, Order Capture, Ready Stock Sales, Van Sales. |
VisitRouteCode | Visit Route Code | Text | | |
VisitTaskTemplateId | Visit Task Template | Lookup → VisitTaskTemplate | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit in page. |
EditInList | Edit | EditInline | Edit In List Header |
New | New | New | New |
PlanTerritory | Plan Territory | ServerAction (PlanTerritory, async) | Multi-executive territory planning (vehicle-routing solve): splits a set of accounts across the given executives or seats and sequences each route over real road travel times, persisting one VisitRoute per executive under this group (stops in solver order) plus a RouteSequence audit run each. Args: executiveResourceIds[] or positionIds[] (positions win and stamp seat ownership), accountIds[] or accountGroupId or partnerAccountId, travelMode, maxStopsPerRoute, replaceExisting (default true). Requires the road-matrix provider; marked async it runs on the background worker at any size, while a synchronous invocation is capped to a small account count so the chunked matrix fits the request budget. The result reports per-route load, dropped and un-geocoded accounts, and deactivated prior routes. |
