It would be best to look at using a numbered list for your Customer > Product combination. The Sales Rep could even be a parent of this list in the hierarchy. Numbered lists are used for precisely this situation because you use the list to create only the valid combinations required for Customer > Product. It seems that you could probably create this list or create a process to create this list from Module 1 as seems to have your valid combinations. It is probably best to do some reading around using Numbered lists but the basic steps for setting one up are: Go to Settings > General Lists and create a new list called #Customer - Product then in General lists check the box for numbered list against the new list. When you create items in a numbered list the names will appear as #1, #2 etc these are the unique names in the list for each list item. You can the choose to give the list item a Display Name which can be the Customer - Product combination. The unique name is still held for the list but the name that is seen is decided by you. To Create a Display Name create a new property of the list called Display Name and give make it Text format. After the check box for numbered lists in the General List you can select this to use as your Display Name. You can then add the name you want to appear in the Display Name column in the Grid view of the list. Alternatively you could create a module dimensioned by your new numbered list and create the Customer > Product naming convention in there and then link the Display Name in the list properties via a formula. If I understand your set up correctly you could probably create an action to populate your numbered list from your Module 1. Community and Anapedia are both good sources of information on numbered lists, here are some of the useful links: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Working_with_Numbered_Lists.html?Highlight=numbered%20lists https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Numbered_Lists_Examples.html?_ga=2.76350485.1648931499.1546961984-837077636.1546961984
... View more