Some customers need to bulk dispatch mobile forms based on customer routes, zones or other groupings. We’ve added better mobile form dispatch capabilities to allow dispatching from Excel spreadsheets or using customer attributes. The steps can be automated and saved to easily re-run with different parameters.
We’ll walk through a quick example of bulk dispatching a mobile form based on customer attributes. We’ll show a cool new feature in the ‘Bulk Import’ builder where you can automatically populate data on the mobile forms.
The first step is to set the customer you want to filter on (ex. routezone).
Attributes field examples are:
- Service rep
- Customer Type
- Address
- Routing info
- Route zone
- Carrier route
- Market
- Sub-market
- County
- Any field on the customer, include ‘Tags’
Once these are set, access the ‘Dispatch Import’ menu item.
Note that you can import from a CSV file or from SiteSupervisor.
- Select object type = ‘customer’. This will show a list of filterable attributes for that object.
- Select the partition field (routezone, market, sub-market, etc.). This will automatically show the distinct values for that partition field. Select the ones that match your criteria.
- For this example, select ‘routezone’.
- Select one or more route zones.
- Select the ‘Build Mappings’ tab at the top
- Select the survey (mobile form). This will auto-populate the fields on the survey that you can map to.
- Select the import field and the field on the survey that you want mapped. Click the right arrow button to set the mapping. In this instance, we mapped the customer.accountnumber to the ‘accountnumber’ field on the survey.
- When done mapping, click the ‘Dispatch Config’ tab at the top.
- In the dispatch config, you can specify a template for the DispatchID and Description. The tempate can use any of the source fields (customer in this case). For instance, use {AccountNumber}-{Name} to have the DispatchID set with these values.
- Select the user or role to assign the mobile form dispatches.
- Optionally set the start and end dates when the mobile form dispatches are to be completed.
- Press ‘Test Import’ to test, or ‘Build Dispatches’ to create the dispatches directly. The test results are shown below.
- Click ‘Save Profile’ to save this import profile to easily re-run again without having to rebuild mappings, etc.
- When the user logs onto their mobile device, they will have their full list of new dispatches in their ‘current’ working folder.
If you have questions, please contact your account manager or support. This feature is available the May 2010 release and is in place for SaaS customers.
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