Thursday, June 20, 2019

Dynamic Group > Use Zip Codes to identify members in the Saved Search

When creating saved searches users currently do not have ability to enter multiple zip codes from a single filter line. The only way that users can add multiple zip codes is by using expressions, but this is not all the time acceptable since users still have to enter zip codes one by one .

Enhancement 133067 has been filed for the ability to add multiple zip codes in one line.

Please see below for the proposed Alternate Solution:

I. Create a Custom List:

    a. Navigate to Customization > Lists, Records, & Fields > Lists > New.

    b. Create different list that will represent each group for a set of zip codes.

            Example, Custom List is A, B, C and D. A is for zip 1-5 B is for 6-10, C is for 11-15....

II. Create Custom Field:

    a. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.

    b. Name the Custom Field.

    c. Set Type: List/Record and List/Record = Custom list.

    d. In the Applies To subtab, set Customer =T.

    e. In the Display subtab, set Subtab = Main.

III. Make sure that from the Customer records you are able to see the Custom Field.

IV. Perform a CSV Import to update the Customer records with accordance to their group type:

    a. CSV file must have these fields.

            Internal ID, Company Name, Zip Code and Name of your Custom Field

    b. Save the CSV file.

    c. Navigate to Setup > Import/Export > Import CSV Records.

    d. Set Import Type = Relationships and Record Type = Customers.

    e. Upload the CSV file.

    f. Click Next.

    g. Choose Data Handling = Update.

    h. Click Next .

    i. Map Fields. Make sure to map Internal ID and the Custom Field.

    j. Perform the Import.

V. Once import is done, confirm from the customer record if the custom field have been updated.

VI. Create a Saved Search and use the Custom field as the Criteria.

VII. Create the Dynamic Group.

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