Configuration

The Configuration tab connects the task type to the rest of the app: what the task list shows, what routing reads, when tasks start and end, which records fill its fields, the extra fields your organization tracks, and how to create its tasks through the API. Setting it up well is what makes the task type work properly with tasks and routing. Open a task type and click the Configuration tab. Changes here are saved with Save at the bottom, like every other change to the task type.

1. Configuration: the tab with every section below, from top to bottom: Task List, Route, Time, Extended data and API Example.

Each row of Task List and Route picks one component. A component can only hold one role at a time: a component already used by another row is greyed out with Already set as …. The × beside a row clears it. A row with no suitable component says No component can hold this. The same choices can be made from a component’s own Show As and Route As settings in the builder.

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Task List

Task List decides how each task reads in the task list, on the web app and on the field app. For example, use the customer name as the title and the customer’s address as the content.

1. Title: the first, bold line of every task row, usually the customer name or an order ID.
2. Content: the second line, usually the address or a short description.
3. Label: a small tag under the content, usually a phone number, a label code or another short identifier.

Any Input (except a coordinate) or Select component, on any page, can be picked. Pick the components whose values tell tasks apart at a glance, so dispatchers can scan and assign without opening each task. The same values show in the web app’s task list. For example, with Customer Name as the title, Customer Address as the content and a parcel number as the label:

• Title: the value of the component mapped to Title, here the customer’s name.
• Content: the value mapped to Content, here the delivery address.
• Label: the value mapped to Label, here the parcel number.

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Route

Route connects Initial page components to the fields of a visit in Routing, so tasks of this task type can be planned and optimized. Route is optional, but we strongly recommend at least Visit Name, Address and Coordinate. Without them routing still runs, but those values are not saved on the task’s visit. Only Initial page components can be picked, because routing reads the task as it was created. If the Initial page is turned off, Route says Initial page is turned off for this task type. Route mapping is not available.

1. Visit Name: shown as the visit’s Name. Only a Text input can be picked. If it is empty, the visit takes its name from the task list Title.
2. Address: shown as the visit’s Address. A Text or Address input can be picked. If it is empty, the visit has no address and you type one for each visit by hand; Save also warns Routing Address Mapping Not Configured.
3. Open Time: the time window in which the visit should be done. Pick the component for the window’s Start Time in the first box and its End Time in the second. Only Time inputs can be picked. Add Open Time adds another window, up to three (Open Time 1, 2 and 3); the bin removes one.
4. Visit Duration: shown as the visit’s Visit Time, the minutes spent at the visit after arriving. Only a Number input can be picked, and its value must be a whole number because it is minutes.
5. Coordinate: shown as the visit’s Coordinate. Only a Coordinate input can be picked. We recommend turning on geocoding for it so the visit lands in the right place on the map.
6. Tag: the visit’s tags, used to match visits with vehicles or other criteria during optimization. A Text input or any Select can be picked.
7. Grouped Visit: visits with the same value are planned together. Only a Text input can be picked.
8. Priority: the priority of the visit group. Only a Number input can be picked.
9. Constraint …: one row for each capacity constraint set up in Routing › Configuration, such as Constraint weight, Constraint volume or Constraint width. Only a Number or Currency input or select can be picked. The value is checked against each vehicle’s capacity, and can have one decimal place.

The constraint rows depend on what your organization has set up; there can be up to 10 constraint types. For example:

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Time

Time sets the default start and end of every task created from this task type, in whole hours.

1. Start Time: hours from when the task is created until it starts and shows to the assigned field worker. The default 0 means the task can be worked on right after it is created. Use, for example, 8 to show it only at the start of the next working day.
2. End Time: hours from the start until the task’s deadline. The default 24 means the task expires one day after it starts. Use a smaller number for a tighter deadline.

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Data source

A component can fill itself, and other components, from records in Data Source. When a field worker picks a record, such as a customer, store or product, the mapped fields fill in automatically, so nobody retypes information that already exists. Only Input, List and Bill components can use a data source. The setting is in the component’s own properties, not on the Configuration tab: select the component in the builder and turn on Use data source. When to use it

• Lookups of master data: customers, stores, products, staff.
• Fill several fields at once: pick a customer once, and their phone number, address and coordinate fill in.
• Consistent data: field workers pick from a checked list instead of typing free text.

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Input

1. Use data source: turn it on to show the Data Source settings below.
2. Data Type: the data type whose records are used, such as Customer.
3. Search From Column: the field of the record that people search or scan by. Typing or scanning into this component opens the list of matching records.
4. Field Mappings: each row fills one Component of this task type from one Data field of the picked record. Here, picking a customer fills Customer Address and Customer Coordinate.
5. Add mapping: add another row. The bin removes a row.

Set up an Input data source

1. Select the Input component in the builder and turn on Use data source.
2. In Data Type, pick the data type.
3. In Search From Column, pick the field people will search by.
4. Under Field Mappings, click Add mapping for each value to fill, and pick a Data field and the Component that receives it.
5. Click Save.

When a task is created, the person types or scans into the field, picks a record from the suggestions, and every mapped component fills from that record.

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List

A List can take its items from a data source, so the field worker picks products from a master list instead of typing each one. Two fields must be mapped: The data type needs at least one Text and one Number field. Set up a List data source

1. Select the List component and turn on Use data source.
2. Pick the Data Type and the Search From Column.
3. Under Field Mappings, map Item title to a Text field and Item quantity to a Number field.
4. Click Save.

Example: warehouse stock picking A warehouse operator runs a daily picking task. The List uses a Product data type:

• Data Type: Product
• Search From Column: SKU Code (the operator scans the barcode)
• Item title: Product Name
• Item quantity: Stock Available

On the field app the operator scans SKU-1042, and a row Mie Goreng 85g with quantity 250 is added. They change the quantity to what they actually picked, then scan the next SKU. Because every name comes from the master data, there are no typos like “mi goreng” to spoil the reports later. Other uses: a sales rep picking products from the catalog for a call list, a technician confirming equipment at a site, or an auditor working through a fixed list of inspection items.

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Bill

A Bill works like a List with one more mapped field for the price. Three fields must be mapped: The data type needs one Text and two Number fields. Discounts and extra costs are not read from the data source; set them on the Bill component itself. See Bill. Set up a Bill data source

1. Select the Bill component and turn on Use data source.
2. Pick the Data Type and the Search From Column.
3. Under Field Mappings, map Item name to a Text field, and Item quantity and Item price to Number fields.
4. Optionally add the discounts and costs every bill should have.
5. Click Save.

Example: retail sales order A sales rep writes an order at a store, with names and prices from the company price list. The Product data type has:

• Search From Column: SKU Code
• Item name: Product Name, Item quantity: Default Qty, Item price: Unit Price
• Costs on the Bill: a Loyal Customer Discount of 5,000 and a Delivery Fee of 15,000

The rep scans SKU-1042; a line Mie Goreng 85g, 12 × 3,500 = 42,000 is added. They change the quantity if needed. The total adds up every line, takes off the discount and adds the delivery fee. When the task is finished, the total and every line are saved on the task and included in exports. Other uses: a technician picking repair services from a price list with a fixed call-out fee, a driver recording delivered menu items with a packaging charge, or an installer picking parts with labour added as a cost.

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Extended data

Extended data adds your own fields to the task type itself, such as a Region or a Business Unit, so you can record and report extra information about each task type. The same feature exists on hubs, users, roles and vehicles. The first time, click Setup extension. It needs the Create data type permission; without it the section is hidden until someone sets it up.

1. Field title: the name of the field, for example Region.
2. Field type: Text, Number, Option, Multi option, Checkbox, Date, Date & time, Time, Coordinate or Phone number. An option field asks for its options, one per line.
3. Required: whether every task type must have a value.
4. Add field: add another field. The bin removes one.

Click Create. The fields are shared by every task type in your organization, and each task type keeps its own values: fill them in on the Configuration tab and click Save. Later, Add field next to Extended data adds one more field (it needs the View data type and Edit data type permissions).

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API Example

API Example shows how to create a task of this task type through the API: a ready-made request and a table of every field it takes.

1. Extended data: the section above, with its Setup extension button.
2. Copy CURL: copy the example request to the clipboard. Replace <token> with your own access token before you run it.

The example request is built from the task type: it uses its name and one of your hubs, and fills each Initial page component with a sample value of the right type. Below it, the table lists every field:

• Field: the key to send. For components, it is the component’s ID.
• Type: the kind of value the field takes, with its format and an example underneath.
• Description: what the field is for.
• Required: whether the request fails without it. A component marked Required in the builder is required here too.

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Related

• Task Type Builder
• Routing › Visit
• Data Source
• Create Task