Level3. Create Action with filter

Hello,

As explained in the Level3 study material, I added country and segment as properties to "G4T Territory>Account#" but I still can't see them in filter section when I create an Action. Please advice.

Screenshot_8-11-2024_11166_us1a.app.anaplan.com.jpeg

Screenshot_8-11-2024_111632_us1a.app.anaplan.com.jpeg

Thanks

Accepted answers

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VanshikaSingh

Hello ,
You need to create A1 Accounts list and there you need to mention for Country and Segment

Then in assign action :

you need to add the filter.
If you have made the account list then by this filter will be visible in the assign action.
For further queries please let me know.

Gharbali

Hello @VanshikaSingh ,

Thank you for assisting me here. As you instructed, I added those properties in A1 Accounts List and it worked. Since, I have you here in this post, I would like to ask about "Finalize Assignment". There is not much info about this action in training material nor in the community. Can you please guild me through this?

Thanks,

Gharbali

@VanshikaSingh ,

I would like to ask about "Finalize Assignment". There is not much info about this action in training material nor in the community. Can you please guild me through this?

Thank you.

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