Adding records to a territory
A Territory field is displayed on the summary screen of each primary entity, on most filter boxes, and on list column headings. This field shows the user's assigned home territory and all subordinated territories. When a user inserts a new record, Territory defaults to a territory called Default, which acts as a placeholder until the user selects a territory. If a user doesn't select a territory, or doesn't have insert rights into their own home territory, the system follows Territory rules to decide which territory to save the record in. These rules apply to territories when security policies are in use and also when security policies are not in use.
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When a record is inserted in the context of ... |
and no Territory entry has been selected by the user, when the user saves the new record, the Territory field of the new record defaults to the territory of [1].
If the user does NOT have INSERT RIGHTS in the territory of [1], the Territory field of the new record defaults to the territory of [2].
If the user does NOT have INSERT RIGHTS in the territory of [2], the Territory field of the new record defaults to the territory of [3].
If the user does NOT have INSERT RIGHTS in the territory of [3], the Territory field of the new record will defaults to the territory of [4]. |
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[1] |
[2] |
[3] |
[4] |
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Company and Person |
Company |
Person |
Assigned To (user’s Home Territory) |
Created by (user’s Home Territory) |
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Person (only) |
Person |
Assigned To (user’s Home Territory) |
Created by (user’s Home Territory) |
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Company (only) |
Company
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Assigned To (user’s Home Territory) |
Created by (user’s Home Territory) |
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No Company and No Person |
Assigned To (user’s Home Territory) |
Created by (user’s Home Territory) |
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No Assigned To |
Created by (user’s Home Territory) |
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