最好看看使用客户>产品组合的编号列表。销售代表甚至可以成为层次结构中此列表的父级。编号列表正准确地用于这种情况,因为您只使用列表仅创建客户>产品所需的有效组合。似乎您可能会创建此列表或创建一个过程以从模块1创建此列表,似乎具有您的有效组合。使用编号列表可能最好进行读取,但设置一个上的基本步骤是:转到设置>常规列表并创建一个名为#customer的新列表 - 产品列表中的框中检查编号列表的框新列表。在编号列表中创建项目时,名称将显示为#1,#2等这些是每个列表项列表中的唯一名称。您可以选择为列表项提供可以成为客户 - 产品组合的显示名称。唯一的名称仍然持有列表,但可以通过您决定的名称。要创建显示名称,请创建名为DISPLAY NAME的列表的新属性,并为其进行文本格式。 After the check box for numbered lists in the General List you can select this to use as your Display Name. You can then add the name you want to appear in the Display Name column in the Grid view of the list. Alternatively you could create a module dimensioned by your new numbered list and create the Customer > Product naming convention in there and then link the Display Name in the list properties via a formula. If I understand your set up correctly you could probably create an action to populate your numbered list from your Module 1. Community and Anapedia are both good sources of information on numbered lists, here are some of the useful links: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Working_with_Numbered_Lists.html?Highlight=numbered%20lists https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Numbered_Lists_Examples.html?_ga=2.76350485.1648931499.1546961984-837077636.1546961984
...查看更多