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?
Go to Solution.
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
View solution in original post
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.