Level 3 Sprint 2 : Assign Action

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Hello,

 

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.

 

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richbhar_1-1608185955328.png

Can someone help me understand what am I missing here?

 

Thanks!

Richa

 

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Comments

  • @richbhar 

     

    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.

     

    Thanks

    Vipul

  • Hi @richbhar ,

    I have the same doubt, would you please share how you resolved it.

     

    Thanks,

    Shubham

    -Shubham

  • Hi, @richbhar,

     

    How are you?

    I can't upload the file "CYW Scenario Territory to Accounts" in the G4T Territory>Account# List to fill " Display Name".

     

    ssicefox_0-1631571457499.png

     

    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.

    Best regards.

    Wei

     

     

  • 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 accounts