Scenario 1

When creating a visit plan and selecting a visit target, users expect a button to view related data for the selected target.

1. After selecting a visit target, users can directly view customer details.
2. After selecting a visit target, users can view related visit records or pending follow-up items in detail pages/lists.

Scenario 2

After submitting a new visit plan, users can navigate to the PWC page. The implementation side can leverage PWC capabilities to proceed to subsequent business process flows.

1. After submitting a visit plan, navigate to other custom object visit materials to fill in information about materials to be carried for this visit.
2. After submitting a visit plan, navigate to a custom PWC popup page displaying custom prompt messages.