An externally-sourced place (a Places-API lookup or purchased list) that a field rep can onboard as an Account from the visit agenda's nearby-to-onboard feed. Rows are keyed on (source, sourcePlaceId) and upserted by the DiscoverNearbyOutlets action or bulk ingestion at plan creation, stamped with the plan/route they were discovered for. Consumed once onboarded: status flips New to Onboarded and the created Account and proposed VisitRouteStop are linked back via onboardedAccountId / onboardedVisitRouteStopId. Only status New rows appear in the nearby feed.
Fields
| Field | Label | Type | Required | What it does |
|---|
Address | Address | MultiLineText | | |
Category | Category | MultiLineText | | |
Location | Location | GeoLocation | | Place coordinates (geography point, SRID 4326). |
OnboardedAccountId | Onboarded Account | Lookup → Account | | The Account created when this place was onboarded - the consumption link that takes the row out of the feed. |
OnboardedVisitRouteStopId | Onboarded Route Stop | Lookup → VisitRouteStop | | The route stop proposed for the onboarded account (born Proposed, pending admin approval) - the second half of the onboarding trail. |
Phone | Phone | MultiLineText | | |
Rating | Rating | Number | | |
Source | Source | MultiLineText | | |
SourcePlaceId | Source Place Id | MultiLineText | | |
Status | Status | PickList | | New rows await onboarding and are the only ones surfaced in the nearby-to-onboard feed; onboarding flips the row to Onboarded and links the created account and proposed route stop. Refreshing place facts on a later discovery never resets the status. Values: New, Onboarded, Dismissed. |
VisitPlanId | Visit Plan | Lookup → VisitPlan | | |
VisitRouteId | Visit Route | Lookup → VisitRoute | | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | EditInLine |
EditRow | Edit | Edit | EditRow |
NewHeader | New | New | New |
