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I am using an existing user to orchestrate a visit execution flow. While I am creating a visit , if i choose the type as 'Editable' and pick up an existing visit template, the visit reflects on user's view (on mobile app) . However when I create a new visit with Default record type, it doesn't reflect on the user's view 

 

@ * Consumer Goods Cloud *

1 respuesta
  1. 11 oct, 2:33

    Check the following: 

     

    1. Verify if the flow sets Mobility Relevant to True when creating a visit with the Default record type. 

     

    2. Ensure that a valid, active Visit Template is assigned during the Default record type creation. 

     

    3. Review Tracked Object Configurations for the Visit object. Make sure filtering the visits do not explicitly restrict filters based on specific record types. 

     

    4. Make sure the orchestrated visit record populates the correct Mobility Sales Organization matching the running user's assignment.

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