One outlet's membership on a beat: visitRouteId plus accountId, with per-stop day availability, time window, task template override and coordinates (accountLocation). Each stop becomes one Visit when a plan of the route is generated. Membership state lives in status: stops proposed from the mobile nearby-onboarding flow are Proposed and generate no visits until approved, and a proposal duplicating an account already on the route (any status) is rejected at save. Stops are moved between beats by repointing visitRouteId (the TransferStops action), never delete+insert, so visit history and the onboarding trail stay attached.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | |
AccountLocation | Account Location | GeoLocation | | The stop's own coordinates (geography point, wire shape latitude/longitude). Used for sequence optimization and stamped onto generated visits as their assignedLocation; when absent, the account's stored geo-location is used instead. |
AllowedGeofencingTolerance | Allowed Geofencing Tolerance (KM) | Number | | Per-stop geofence radius override for check-in at this outlet, distinct from the tolerance carried on the generated visit. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DayNumbers | Day Numbers | Text | | |
Duration | Duration | Calculated (calculated) | | |
EndTime | End Time | TimeOnly | | |
FridayAvailable | Friday Available | Boolean | Yes | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
MondayAvailable | Monday Available | Boolean | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
Remarks | Remarks | Text | | |
SaturdayAvailable | Saturday Available | Boolean | Yes | |
SequenceNumber | Sequence Number | Number | | The authored order of the stop on the beat - the seed for generated visits' planned sequence and the fallback ordering wherever a stop has no stored or computed rank. |
StartTime | Start Time | TimeOnly | | |
Status | Status | PickList | | Route-membership state: Proposed, Approved or Rejected (null = legacy row, treated as Approved). Stops proposed from the mobile nearby-onboarding flow stay Proposed and generate no visits until an admin approves them; optimizers also only consider approved stops. Values: Proposed, Approved, Rejected. |
StopName | Stop Name | Text | | |
SundayAvailable | Sunday Available | Boolean | Yes | |
ThursdayAvailable | Thursday Available | Boolean | Yes | |
TuesdayAvailable | Tuesday Available | Boolean | Yes | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitPurpose | Visit Purpose | PickList | | Values: Field Service, Order Capture, Courtesy Visit, Service Touch, Payment Collection, Asset Deactivation, Sale Order, Quote or Invoice Collection, New Asset Data Collection (FIR), Order Delivery, Product Demo. |
VisitRouteId | Visit Route | Lookup → VisitRoute | | |
VisitTaskTemplateId | Visit Task Template | Lookup → VisitTaskTemplate | | |
WednesdayAvailable | Wednesday Available | Boolean | Yes | |
WeekNumbers | Week Numbers | Text | | |
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 |
EditDetails | Edit | Edit | EditDetails |
EditEntity | Edit | UIAction | EditEntity |
EditInLine | Edit | Edit | Edit in page. |
EditInList | Edit | EditInline | Edit In List Header |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Customer Account | AccountId | |
