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Configure Driving Instruction Workflow
  1. 1.
    Go to Setting > Processes > Click on ‘New’ to design a new Workflow Process.
  2. 2.
    Write Process name, choose ‘Workflow’ under category section and select the desired entity as shown below:
3. Select ‘Organization’ under ‘Scope’ dropdown. Select ‘Record is created’ and ‘Record fields change’ options as shown below:
4. For the ‘Record fields Change’ option, select all of the address fields to ensure the address is retrieved when any of the address fields is changed as shown below:
5. Select Inogic.Maplytics.DrivingInstructions workflow assembly from the Add step menu as shown below:
6. Click on ‘Set Properties’ and set the address parameter as shown in below screenshot for the workflow assembly:
In ‘FromAddress’: Select the address fields of the entity that you want the direction ‘From’. Select the all address field i.e. Steet1, Street2, and City etc. and ensure sure you keep space between two fields. {Address 1: Street 1(Account)} {Address 1: Street 2(Account)} {Address 1: City(Account)} {Address 1: State/Province(Account)}
In ToAddress: Select the address fields of the entity that you want the directions ‘To’. Select the all address field i.e. Steet1, Street2, and City etc. and ensure to keep space between two fields.
Travel Mode: Select the Travel mode. For example (Driving, Walking, Transit). If you do not specify the Travel mode then it will take Driving mode by default.
Distance Unit: Select the Distance unit. For example (Mile or mi, Kilometer or km). If you do not specify the unit then it will take Kilometer as default unit.
7. Click on Add Step -> Send Email -> Click on set property
Click on Email body -> Select Look for -> local value “inogic.Maplytics.DrivingInstructions. DrivingInstruction”
Select DrivingInstruction for plan text or DrivingInstructionHTML for html page. Click on save and close.
8. The driving instructions will be returned both in HTML and Plain Text format as an output parameter to this workflow. User can use either of them. For example we have used HTML formatted direction instruction in Email here.
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