Override Existing Territory

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The Maplytics admin or the System admin can use this feature for the respective entities to decide whether the existing territory(ies) will be overwritten or not while assigning territories to the records.
To use this, first create a field with data type ‘Boolean’ on required entity form for Override territory. Here users can set it to be ‘Yes’ or ‘No’. By default, this field has already been created for Accounts, which can be added to the form. This option will be set as null by default.
Once the field is added to the required entity, Maplytics admin or System admin can go to Maplytics App > Settings > Entity map > Open entity map for required entity > Attribute Mappings > Override Territory > Select the field that was added on the entity form.
Based on the value of the ‘Override territory’ field in the record, it will be decided whether the existing territory(ies) will be overwritten or not while assigning territories to the respective records.
If the Override territory field is set as ‘Yes’ then while assigning territories, if there are any territory(ies) already assigned to the respective records, then those will be overwritten and replaced by the new territory(ies) that are being assigned.
If the Override territory field is set as ‘No’, then while assigning territories, if there are any territory(ies) already assigned to the respective records, then those will remain as it is and no new territories will be assigned.
If Override territory field is set as ‘No’, then while assigning territories, if there is no territory is assigned to the respective records, then it will assign the new territory(ies).

Assignment query

Maplytics - Tablet/Mobile

Last modified 1yr ago

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