How can we improve Geopointe?

Allow SOQL Filter on Assignment Areas (not just Plans)

The documentation explains how to use SOQL filters when setting up a Geopointe Assignment Plan.

However, the documentation is silent about whether SOQL filters can be used at the individual Geopointe Assignment Area level. I do see that the GP_Assignment_Area custom object has a SOQL Filter field. But, puting a SOQL filter in here does not work (yet). I understand this is a future roadmap idea, so I am adding it here to vote for it.

I want to create a Geopointe Assignment Plan where records having certain criteria get assigned to certain areas, and records having other criteria get assigned to different areas. I can filter using SOQL. I would like to avoid having to create two distinct Geopointe Assignment Plans to do this (because Geopointe requires that I create a distinct Lookup field on the object being assigned for each assignment plan).

Current documentation only speaks to using a SOQL filter on the GP_Assignment_Plan level, but I am guessing it would also work on the GP_Assignment_Area level too. This would be great!

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Angus Davis shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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