f6586f4dbd
task 4053589
closes odoo/documentation#10226
X-original-commit: 79745b702f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Guillaume Gallant (guga) <guga@odoo.com>
37 lines
1.9 KiB
ReStructuredText
37 lines
1.9 KiB
ReStructuredText
=====================
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Planning an itinerary
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=====================
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By default, **Odoo Field Service** shows a static map where all task locations for the day are
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pinned. To make it more useful for the field service workers, it is possible to display an itinerary
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on the map using MapBox. To do so, enable the **Map Routes** feature as follows:
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#. Create or sign in to a MapBox account using the following link: `<https://www.mapbox.com/>`_.
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#. `Create a token <https://docs.mapbox.com/help/getting-started/access-tokens/#adding-url-restrictions-to-access-tokens>`_.
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#. Go to the `Access tokens page on Mapbox <https://account.mapbox.com/access-tokens/>`_ and copy
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your token.
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#. In Odoo, go to the :guilabel:`Settings` app and scroll down to the :guilabel:`Integrations`
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section. Paste your Mapbox access token in the :guilabel:`Token` field under
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:guilabel:`Map Routes`, and click :guilabel:`Save`.
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Displaying your itinerary on a map
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==================================
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.. important::
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For a field service task to be featured on the map, a **valid address** must be provided for the
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customer.
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To display your tasks on a map, go to :menuselection:`Field Service --> My Tasks --> Map`. To create
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your itinerary, Odoo sorts out your field service tasks based on their :guilabel:`Planned Date` to
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show the way from one location to the next.
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To open your itinerary on the Google Maps website or app, click :guilabel:`View in Google Maps`.
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Google Maps includes your current location as a starting point for your itinerary.
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.. tip::
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- By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter in the search bar
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to display all tasks. Your tasks are then sorted by date in the left column.
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- Click your task in the left column or the map pin to display the task's details. From there,
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you can :guilabel:`Open` the task or click :guilabel:`Navigate to` to get an itinerary from
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your current location to this specific task's location.
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