Level 3 Sprint 2 : Assign Action
I am trying to set up the Assign action with filter by Country & Segment.
I have the two list formatted properties in the G4T Territory>Account# list, but I'm not getting any option to select these while setting up the Assign action.
Can someone help me understand what am I missing here?
I guess you are trying to filter Accounts ( Display name Property) by Country & Segment for the assign action. I would suggest you to go thru 4.3 one more time.
Hi @richbhar ,
I have the same doubt, would you please share how you resolved it.
How are you?
I can't upload the file "CYW Scenario Territory to Accounts" in the G4T Territory>Account# List to fill " Display Name".
How did you pivot G4T Territory>Account# List?
Any hint/clue is much Appreciated.
Thanks in advance!
I am looking forward to hearing from you soon.
To create Assign Filters you to create properties in two different lists:
- Create a list property in the item to be assigned
- Create a list property to be filtered INSIDE THE LIST OF THE ITEM TO BE ASSIGNED.
In this case segment and country need to be created inside accounts0