1 Reply Latest reply: Jul 9, 2012 5:08 AM by som_crmit RSS

    Display on page several territory hierarchies?

    930429
      Hi,

      We've tried to figure out is it possible to use several territory hierarchies on Contact page? We've implemented hierachy so that parent territory is district and level under that is department:

      Parent territory district could be one of the following:
      Helsinki
      Oulu
      Lahti
      ...


      Next territory hierarchy level is department. If district is Helsinki then available departments could be:
      Kallio-Käpylä
      Lauttasaari
      Eira
      ....

      So Contact page should contain following fields:

      District -> End-user could see parent territories and she could select one; let's say it is Helsinki.
      Department -> At this phase after selecting district 'Helsinki', she could select only departments which belong to district Helsinki.

      So is there anyway to implement with territories above issue?

      BR Mervi
        • 1. Re: Display on page several territory hierarchies?
          som_crmit
          In CRMOD, we have a concept of cascading picklist, where selection of one picklist values will provide a selection of values in another picklist.

          You can go to Admin- Application Customization -> Contact -> Cascading picklist and to the required configuration. Once code, please add these two fields on the layouts and verify if this is what you are looking at.

          Hope this helps..

          Regards,
          Som