Directories: User Fields

Posted on 26.12.202426.12.2024 by admin

Many clients of ANT-Logistics successfully use user fields that allow you to enter and transfer auxiliary information. Some of these clients are faced with the necessity to “save” user fields, since their limited number does not always make it possible to display all the data. We decided to fix this issue — now we have created a new User Fields Directory, in which you can create an unlimited number of fields, as well as edit and delete them.

Let’s go to the Directory User fields and add an entry by pressing +. Fill in the fields in the box that opens:

Code — filled in automatically, but can be changed;
Name — the name of the user field;
User ident. – identifier that is used for loading data via the API;
Belongs – the entity to which the field will belong (Sale points, Vehicles, Requests (Sale points));
Data type – field format (string, date, time, etc.).

Created user fields are displayed only in properties by default. To change, go to the Directory. Table settings 1.

Click on the required lines 2 (Directory/sale points, Directory/Vehicles or Document/Requests (Sale points)).

In the sub box, by double clicking on the line with the previously created user field 3, we will call up the Edit Record 4 box, in which we note the need to show or hide this field.

After the performed actions, the user fields will be displayed in the corresponding Directory (Sale points,Vehicles) or Document (Requests) 1. To enter information into them, you need to open the Editing Record box 2 and fill in the corresponding field 4 in the User fields tab 3.

Pay attention! User fields created in the User Fields Directory are marked with u (user) 5.

User fields, by analogy with other fields of Directories and Documents, can be imported, exported and displayed in the analytical module.

We believe that the completed revision will allow our users to use the service as efficiently as possible and enter all the information necessary for work without unnecessary “savings” of fields.

If you are interested in the described functionality, we are ready to demonstrate its operation, perform the necessary settings and provide access to the service. To do this, leave a request on the ANT-Logistics website.

Sending links to done routes

Posted on 26.12.202426.12.2024 by admin

Often it becomes necessary to share the generated routes with colleagues from related departments. For example, it is important for the sales department to understand by whom and when the order will be delivered to the client.

This is easy to do in the Ant Logistics service. Just copy the link to the route and send it to the right person or department:

Click on the desired route — click get link — copy the link — send to the selected recipient:

By clicking on the link, the recipient can see the route, the order of detour points, but cannot make changes to the route. By clicking on the point, in the properties, information will be displayed with the name and address of the delivery point, the number in the route and the time of arrival at the point:

Similarly, you can send links to the actual completed routes. Sending links to routes to the right departments will save you from unnecessary calls and save time.

Routes: statuses and editing restrictions

Posted on 26.12.202426.12.2024 by admin

We received many requests to add functionality that would prohibit making changes to routes, for example, after they have been approved. We have added this feature. The new system of restrictions and prohibitions of editing routes can be customized by the administrator individually for his own, already established, processes. Choosing one or another status, you can completely or partially prohibit editing routes by users. As a result, from such a route it will no longer be possible, for example, to delete points, change the order of visiting them, etc.:

By going to the Route Statuses directory, you can use statuses by setting up prohibitions and accesses in them. Let’s consider an example of editing the Verified status. To do this, double-click on it, and in the Name field change the name to Waiting for verification:

Going to the Forbidden tab, we will set restrictions on the execution of actions to edit the route to which this status will be assigned. For example, let’s choose 2 prohibitions: Delete route and Remove points fom the route.

The last tab is Access, here you can restrict the logistician’s rights to change this route status. If you select a Logist, he will be able to change the status of the route to any other to which he has access. If you leave Administrator, the logist will not be able to change this status. In this example, we will prohibit the logist from changing this route status:

After pressing the OK button, the changes made are saved:

Now let’s go to Routes, double-click on the route that needs to be changed to the status Waiting for verification. Set this status in the Route status field, and save the changes by clicking OK:

Now any user who has access to this route through the web service will not be able to remove points from it and will also not be able to delete this route:

If a user with Logist access tries to change this status, such an attempt will be blocked, and a corresponding notification will be displayed on the screen:

According to the described principle, you can edit other statuses, or create your own, giving them your own names, setting up prohibitions and accesses to change statuses.

If you are interested in the described functionality, we are ready to demonstrate its operation, perform the necessary settings and provide access to the service. To do this, leave a request on the ANT-Logistics website.