How to build the Custom Territory drop down field for any entity?

By | June 25, 2009

There are some simple steps to achieve the same in CRM:

1. Create a new territory field (selection type).

2. Add the selection options for this Territory field.

3. For adding the selection options, please put the territory name i.e. Terr_Caption) in the Add Translation field and Territory Id (i.e. Terr_TerritoryID) in the Code field. Here, Terr_Caption and Terr_Territory fields belong to Territories table.

But with this approach the territory field will not display with the territories in tree structure (i.e. hierarchical structure). If you would like to display the same then we can do it manually by adding the (—) in front of Territory Name in the custom territory field. Please refer the below screen shot:

Here we would like to tell one more thing that if you want to add new territory in the Standard Territory field, then there are two options for maintaing the synchronization between these two territory fields (i.e. Standard Territory field and Custom Territory field):

1. In future, if a new territory is added in the system then it is necessary to add the new option for the newly created territory field. You will need to maintain territories at both the places.

2. Otherwise we already have a territory synchronization process, in which we provided a button. All territories can get synchronized by the single click on this button.

If you find this useful, Please drop us a mail on crm@greytrix.com.