Hi community,
I’m looking for advice on customizing field sales actions during a visit. Specifically, I’d like to know if it’s possible to add a mandatory action between check-in and check-out, such as requiring the user to take a photo using their mobile device’s camera.
Has anyone done something similar, or can you suggest a way to set this up?
Thanks in advance for your help!
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Hello,
To create a new action, you need to add a new record to the Visit Actions Type lookup.
Next, go to the Field Sales Rules lookup, open your field visit rule, and add the action you just created there, while you are here, select your action as "Required".
Please note that linking a visit action to subsequent system sections (for example, saving/triggering a photo based on a visit action and connecting it to activity) requires development.