Level 3 Sprint 2 : Assign Action

richbhar
Occasional Contributor

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

 

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