Multiple Territories Assigned to a Record
If a user needs to assign more than one territory to the entity records, user can enable the feature of Multiple Territories for a record. This feature will help the user to visualize records which lie in single or multiple territories. After assigning the territories, they can plot the territories to visualize the respective records lying into them.
To start using the feature of Multiple Territories for a record, user can follow the steps mentioned below:
Step 1: Enable Multiple Territories: Go to Settings > Maplytics > Maplytics Configuration Details > Default configuration detail record > Configuration option > Select ‘Enable Multiple Territories’.
User cannot undo this option, once selected and saved.
Step 2: Creating N: N relationship of entity with Territory: Go to Settings > Customizations > Customize the System > Entities > Select Entity > N: N Relationships > New Many-to-Many Relationship
Step 3: View the list of territories assigned to a record: User can add a sub-grid to show the territories that an entity record is associated with. This step is optional, even if a sub grid is not added, the assigned territories will get associated with the records in background.
Step 4: Select relationship for the field ‘Territory Relationship’ in Attribute mapping section of Entity map: Go to Settings > Maplytics > Entity maps > Attribute mappings > Territory Relationship > Select ‘Entity - Territory’ relationship.
Step 5: Assign territories to records: User can either run Batch Processing Tool or the Inogic.Maplytics.AssignTerritoryWorkflow on the records to assign the territories to the records.
After assigning the territories, user can choose the Search option of ‘By territory’ to plot the territories along with the respective records. The below screenshot shows a record plotted on the Detail map along with the two overlapping territories which are assigned to the same record.
Last modified 3mo ago