Maplytics
  • Maplytics
  • What's New
  • Installation
    • Install from Microsoft AppSource
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
    • Install from Maplytics Website
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
  • Getting Started
    • License Activation
    • Configuration
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    • Advanced Settings
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    • Setup Entity Map
      • General
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      • Tooltip Mapping
      • Category Configuration
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    • Maplytics Security Template
    • Maplytics on Tablet / Mobile
    • Setup Dashboard Details
    • Update the Plug-in Assembly Registration
  • Features
    • Language Support
    • Maplytics Configuration (Personalization)
    • Maplytics Security Template
    • Individual Record Map
      • Steps To Add the Map To Other Entity Forms
    • Area of Service
      • Add Area of Service tab
      • Create an Area of Service field
      • View Area of Service data on a map
      • Using Map button
      • Adding Detail map on form
      • Advanced Area Of Service
      • Attribute Mapping of Service Area
      • Working of Area Of Service
    • Plot records on map
      • Detail Map
      • Plot
      • By Location
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        • By File within By Drawing
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        • Default Template
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      • Search Record
      • Lasso Tool
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        • Cluster Area
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      • Set colors and shapes for pushpins
        • Set pushpins from map
          • Set pushpins for views
          • Set pushpin for categories
          • Configure pushpins in Entity map for new category
            • Category configuration for users
            • Category configuration for admins
      • Data Grid in Detail Map
        • Highlight Pushpins
        • Mass Actions
      • Tooltip Card
        • Quick Call to Action Buttons
      • Reset Map
      • Summary Card
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    • Point of Interest (POI) Locations
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      • Proximity by Distance
    • Overlay
      • Overlay by Territory
      • Overlay by File
      • Save Shape/Excel file in territory
        • Save Shape File
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      • Convert Overlay to Territory
    • Overlay by ArcGIS Online
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      • By File
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      • Layer Menu
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        • Register to Windows Service
      • Draft Territories
      • Create Territory on One Click
        • By Shape File
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      • Shape Operations in Territory Management
    • Defining Geographies for Sales Territory with Maplytics
    • Hierarchal Territories
    • Bulk Geographies by Uploading an Excel File
    • Multiple Territories Assigned to a Record
    • Detail Map on CRM Dashboard
    • Saved Template Visualization on CRM Entity Form
    • Routing Optimization
      • Directions Card
        • Truck Route
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      • Unified view for Route and Records
      • Default Origin and Destination
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      • Route Redirect and Copy Route Links
        • Redirect with Google Maps
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      • Print Route
      • Proposed and Actual Route Tracking
    • Route to a record
    • Auto Scheduling
      • Auto Scheduling Card
      • Advanced Preferences
        • User Details
        • Meeting Details
        • Existing Meetings
      • Calendar Navigation Buttons
      • Create Activities
      • Configuration Details for Auto Scheduling
      • Characteristic Based Scheduling
    • Check-In/Check-Out
      • Configuration
      • View Related Check-In/Check-Out Records
      • Check-Out
      • Default Radius
      • Geofencing
        • Enable Notes on Check-In and Check-out
        • Pending Check-In/Check-Out Requests
      • Creating Check-In/Check-Out Records
        • Adding Notes while checking-in/out
        • Creating Pending Check-In/Check-Out requests
      • Visualize Check-In/Check-Out Records on Detail Map
        • Analyze Check-In/Check-Out Records
          • Visualizing Related Records
          • Visualize Pending Check-in/out requests
      • Visualizing Related Records
        • Visualizing Related Record (Appointments/Accounts, etc.) for Check-In/Check-Out records
        • Visualizing related Check-in/Check-Out records for plotted records (Appointments, Accounts, etc.)
      • Visualize Pending Check-in/out requests
        • Approve/Reject pending Check-In/Check-Out records
    • Land Area Mapping
      • Create and Assign land areas to entity records
        • Create 1: N relationship with Geography entity
        • Attribute Mapping for Landscapes
        • Assign lands to single record
        • Assign lands to multiple records
      • Visualizing Assigned lands to the record
      • Visualizing Assigned lands to the records having no geocoordinates
    • Real-Time Tracking
      • Today's Plan
      • Location History
      • Real-Time Tracking in Mobile
    • Maplytics API
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      • By Territory
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      • Get Time zone
    • PowerApps Component Framework
      • Map View Control for Record
        • PCF Control in Portal/ Power Pages
      • Map Edit Control for Record
      • Map View Control for Dataset
      • Detail Map Control for Dataset
      • Address Autosuggest Control
    • Maplytics in Canvas App
    • Azure Maps - Maplytics List Control
      • Azure Map Key- Generation & Set Up
      • Plot
      • By Location
      • By Region
      • By Drawing
      • Search Record or Address
      • Category
      • List
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      • Contextual Menu
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      • Select Display
    • Support for Dataverse(CDS)
      • Import Maplytics solution
      • Access Maplytics in PowerApps
    • Maplytics Dashboard
      • View Category donuts in dashboard
      • Steps to add Maplytics View to Dashboard
      • Create a route dashboard
      • Add a template in dashboard
    • Territory Assignment Rule
      • Enable Territory Assignment Rule
      • Creating Territory Assignment Rule
        • General
        • Assignment query
      • Override Existing Territory
    • Maplytics - Tablet/Mobile
      • Detail Map
        • Proximity
        • Concentric Proximity Search
        • Category Filter
        • Current Location
        • Search POI
        • Category Filter
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        • Set GPS Location as the current location
        • Tooltip Card
        • Contextual Menu
        • Search Record
        • Data Grid
        • Lasso Tool
        • Routing – Tablet / Mobile
        • Unified View for Route and Records
        • Save Route and Plot Saved Routes
        • Along the Route Search
        • Route Redirect and Copy Navigation Links
      • Heat Map - Tablet/Mobile
        • Summary card
        • Pie Chart in Heat Map
        • Column Chart in Heat Map
      • Dashboards - Tablet/Mobile
    • Workflows
      • Configure Geocoding Workflows for Custom Entities
      • Configure Territory Assignment Workflows for Custom Entities
      • Configure Get Time Zone Workflow
      • Configure Driving Instruction Workflow
    • Batch Processing Tool
  • Uninstallation
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  1. Features

Multiple Territories Assigned to a Record

PreviousBulk Geographies by Uploading an Excel FileNextDetail Map on CRM Dashboard

Last updated 2 years ago

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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.

For any queries, reach out to us at

crm@inogic.com