Level 3 - 4.6.4 Sales Planning Model: A2 List
edited January 11 in Academy and learning discussions
4.6.4 Sales Planning Model: A2 List
In the Sales Planning model:
Import data from the Data Hub model to populate the A2 Account>Product# list
- For each list item (Product name) include the Account (parent), combined Account_Product code, and display name from the Product Flat list
I have completed this but not sure my list is correct as there are too many items. Does this list view in tree view? Mine does not - too many items : original list below and after (screenshots) please advise
Hello -- I've completed the task but the Product name has changed to a code# after the import. I don't understand why that has changed from the name.
I have Accounts Flat as "Parent"
Code (combination code) as "Code"
Products Flat as "Display Name"0
I found the issue and it was because I did not have list "Display Name" in the Display Name Properties0