KBA-01310: Using Segment to filter Subsegment


How can I limit the selection options in Subsegment when I select an option in Segment?


The Segment and Subsegment fields are designed to work together. Since the Segment and Subsegment fields are next to each other and share a common label, they are ideal for data such as Market Segment or Project Type where your first choice can then be refined by a second choice. For example, if you select Retail for your Market Segment, the Subsegment could then offer options such as Restaurant, Department Store, Mall, Grocery, etc.

To limit Subsegment based on Segment:

  1. Using the Rules Maintenance tool on the System Admin Dashboard, select the ItemCodeLike rule group.
  2. From the Rule drop-down, select Subsegment.
  3. In Filter Value, enter the Doc type.
  4. In Result Value, enter Segment.

 To enter your Segment and Subsegment selection options:

  1. Using the Code Maintenance tool on the System Admin Dashboard, select Set Name = Segment and select the appropriate Doc type.
  2. Add Segment Codes for your Segment options.
    For example, I for Industrial, R for Retail, etc.
  3. Add Subsegment Codes for the Subsegment options. Be sure to link your Subsegment Code to the appropriate Segment Code by starting your Subsegment Codes with the Segment Code.
    Based on the example in Step 2, Retail Subsegment Codes would begin with R, such as R1 for Restaurant, R2 for Dept. Store, R3 for Mall, R4 for Grocery, etc. and your Industrial Subsegments would begin with I, such as I1 for Warehouse, I2 for Processing Plant, I3 for Manufacturing, etc.

Additional Comments:

Tip: Add your first Subsegment for each Segment as R1 (select one) and I1 (select one) to prevent Subsegment from defaulting to the first Subsegment that matches and therefore reminding your users to make the appropriate selection.

KBA-01310; Last updated: October 20, 2016 at 12:21 pm;