Level 3 Sprint 2 : Assign Action

richbhar
Certified Master Anaplanner

Level 3 Sprint 2 : Assign Action

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.

 

richbhar_0-1608185899611.png

richbhar_1-1608185955328.png

Can someone help me understand what am I missing here?

 

Thanks!

Richa

 

1 ACCEPTED SOLUTION

Accepted Solutions
lucasproa
New Contributor

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

4 REPLIES 4
vipsgoyani2000
Occasional Contributor

@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

shubhamrawat
New Contributor

Hi @richbhar ,

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

 

Thanks,

Shubham

ssicefox
Frequent Contributor

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

 

 

lucasproa
New Contributor

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