Route Templates

Route templates let you automate daily route creation by defining rules that match activities to routes based on tags. Instead of manually creating routes and dragging activities every day, templates do the work for you.

Before You Begin

You need the Organization Admin role to manage route templates. You should also have activity tags set up, since templates use tags to match activities.

How Templates Work

A route template defines:

• Which activities to include — based on tag matching rules
• Who to assign — which team members are automatically assigned to the generated route
• What to name the route — a custom name for the generated routes

When you generate routes from templates, FlowForth:

1. Finds all unassigned activities for the selected date
2. Matches each activity against your enabled templates (in priority order)
3. Creates a new route for each template that has matching activities
4. Assigns the configured team members to each route
5. Calculates travel times between activities automatically

Managing Templates

Creating a Template

1. Navigate to Route Templates from the main navigation menu.
2. Click Create Template.
3. Fill in the template details:

• Name (required) — A name to identify this template (e.g., "North District Route").
• Route Name (optional) — A custom name for the routes generated by this template. If left blank, the template name is used.
• Tags (required) — Select one or more tags that activities must have to match this template.
• Tag Match Type — Choose how multiple tags are matched:
  • All — Activities must have all of the selected tags (AND logic)
  • Any — Activities must have at least one of the selected tags (OR logic)
• Assigned Users — Select the team members to automatically assign to generated routes.
• Priority — Higher priority templates are processed first. If an activity matches multiple templates, it is assigned to the highest-priority template's route.
• Enabled — Toggle to enable or disable the template.

Route template creation form

4. Click Save to create the template.

Editing a Template

Click on an existing template to edit its settings. You can change any of the fields described above.

Deleting a Template

Click the Delete button on a template to permanently remove it. This does not affect any routes that were already generated from the template.

Enabling / Disabling Templates

Use the Enabled toggle to temporarily disable a template without deleting it. Disabled templates are skipped during route generation.

Generating Routes from Templates

1. Navigate to the Route Templates page.
2. Click the Generate Routes button.
3. Select the date you want to generate routes for.
4. Confirm the operation.

FlowForth processes all enabled templates in priority order and creates routes for any activities that match. A summary shows:

• How many routes were created
• How many activities were assigned
• Any errors that occurred

Route generation results summary

tip

Activities that are already assigned to a route are skipped during generation. You can safely run generation multiple times for the same date — it will only create routes for newly unassigned activities.

Example

Suppose you have two teams working different areas:

Template	Tags	Match Type	Assigned Users	Priority
North District	"North"	Any	Alice, Bob	10
South District	"South"	Any	Carol, Dave	5

When you generate routes for a date:

1. Activities tagged "North" are grouped into a "North District" route assigned to Alice and Bob
2. Activities tagged "South" are grouped into a "South District" route assigned to Carol and Dave
3. Activities with neither tag remain unassigned for manual planning

What's Next?

• Set up tags — Create the tags your templates will use. See Activity Tags & Tag Rules.
• Plan manually — Use the Route Planner for activities that don't fit templates. See The Route Planner Page.
• View on map — Visualize generated routes on a map. See Using the Activity Map.