Create Territories Using Unique Field Values
The
Unique Values rule allows you to create child nodes based on the unique values within a specified field.
Points to remember
- A maximum of 100 territories can be created based on unique values.
- Field should be added first in the settings for the unique value field to appear in the dropdown menu. (Refer Creating fields in entity)
Creating Territories using Unique Field Values
- In the segmentation panel, select a parent node in the hierarchy.
- Click on the Hierarchy Operations Menu.
- Select Add Hierarchy.
- Under Type, select Unique Values.
- Select the Field you wish to segment by from the dropdown menu.
- Select the treatment of account families accordingly.
- Acknowledge the warning.
- Click Save to create the child nodes in the hierarchy.
