Routing

Use routing to build and manage waypoint-based paths on the map. This page covers creating routes from the context menu, search, or selected features, then managing route actions, routing options, waypoint actions, and waypoint order.

Creating a Route

Creating a new route and adding to an existing route use the same workflow. Click Add to Route, then use the dropdown menu to either create a new route or select an existing one. The Using Search example below demonstrates adding to an existing route.

Using Context Menu

1. Navigate to the area where you want to add a waypoint (to start a new route or add to an existing route).

2. Right-click to open the context menu.

3. Click Add to Route.

4. In the Add to Route modal, either create a new route and enter a name, or use the dropdown to select an existing route.

5. The route properties panel opens, allowing to to manage the route

tip

When a route is new or has been modified, it is marked as Unsaved. You can identify this in the left route panel by the Unsaved label and warning icon. To save the route, select it on the map (or click Edit Route from the three-dot menu in the route panel), then click Save Route in the properties panel.

Using Search

1. Open the search panel from the main menu.

2. Search for a feature, address, layer, region, or coordinate.

3. Click the three-dot menu next to the result you want to add.

4. Click Add to Route.

5. In the Add to Route modal, either create a new route and enter a name, or use the dropdown to select an existing route.

Using a Selected Feature

1. Navigate the map and select the feature you want to add.

2. Click the feature to open the properties panel.

3. Click Add to Route.

4. In the Add to Route modal, either create a new route and enter a name, or use the dropdown to select an existing route.

Managing a Route

Routes can opened by selecting them as you do all together feature on the map, when route or a waypoint is selected the route will displayed in the right properties panel

Route Actions

The following actions are available for a selected route:

Option	Description
Rename	Rename the selected route.
Add to Filter	Add the selected route to the current map filter criteria.
Set as Filter	Replace existing filter criteria with the selected route as the filter.
Zoom To	Zoom the map to the extent of the selected route.
Copy to Clipboard	Copy the route as a FeatureCollection so it can be pasted into another tool or note.
Route Options	Open additional actions and settings related to the selected route.
Waypoints	View and manage the waypoints that belong to the selected route.

info

Example of a copied route:

{"type":"FeatureCollection","features":[{"type":"Feature","properties":{"routeName":"New Route 2","routeId":"7640bacc-9701-4bf7-9573-4085e7131d97","selectedWaypointId":"1773024538583"},"geometry":{"type":"GeometryCollection","geometries":[null,{"type":"Point","coordinates":[115.89009225416936,-32.111790258021195]}]}}]}

Routing Options

Option	Description
Method of Transport	Drop down of either, car, walk, truck
Avoid	Multi select dropwon of Avoiding motorways, Tolls and Ferries ways,
Depart	Seting the deaparture date and time, this also plays in tway point times
Optimize Route	optimises the exisitn waypoints

Route Style

Option	Description
Visible by Default	If enabled, next time the map is loaded the route will be visible, if disabled it will be hidden until the user toggles visibility.
Route Colour	Set the route colour. This also updates the route colour shown in the route panel legend.

Waypoints

The following actions are available for a selected waypoint:

Action	Description
Set Durations	Set a default duration that applies to all waypoints in the route.
Clear Destinations	Remove all waypoints from the selected route.

A Waypoint

The following actions are available for a selected waypoint:

Action	Description
Zoom To	Zoom the map to the selected waypoint.
Delete Waypoint	Remove the selected waypoint from the route.
Rename Waypoint	Rename the waypoint for this route. If the waypoint comes from a feature, this does not rename the original feature in the layer.
Set Duration	Set the duration for the selected waypoint.

Adding Waypoints

You can add waypoints without selecting the route each time. To do this, keep the route properties panel open, then use either the context menu Add to Route action or the search Add to Route action.

Changing the Order of Waypoints

Routes can be adjusted the same way you adjust the order on layers.

1. Select a route on the map, or in the route panel click Edit.

2. Click the three-dot menu next to the waypoint you want to move.

3. Select one of the following options (available options depend on the waypoint's current position in the route):

Action	Description
Bring to Front	Move the waypoint to the first position in the route.
Bring to Forward	Move the waypoint one position earlier in the route.
Send to Back	Move the waypoint to the last position in the route.
Send to Backward	Move the waypoint one position later in the route.

Use Case: Planning a Sales Route

This example shows why route options and waypoint actions are useful in day-to-day planning.

1. A sales rep starts by creating a new route and adding the first waypoint as the office (starting location). They locate the office and right click and select Add to Route.

2. They name the route and click Save.

3. In Routing Options, they set:

   • Method of Transport: Car
   • Avoid: none selected
   • Depart: tomorrow at 8:00 AM

4. In Route Style, they enable Visible by Default so the route always appears when the map loads. They keep the default route colour.

5. In Waypoints, they click the three-dot menu on the Waypoints accordion header, select Set Durations, and set the duration to 25 minutes so each waypoint uses a 25-minute stop by default.

6. They then add 8 account locations as waypoints. These are based on the accounts layer and are added by selecting an account and clicking Add to Route.

7. After all stops are added, they choose Optimize Route to reorder waypoints for a more efficient trip.

8. In the route summary, they can review:

   • Total distance
   • Travel time
   • Total time

9. Later, they realise the second-last stop needs more time. They open that waypoint and set Set Duration to 45 minutes.

10. The route updates to reflect the new total timing.