Configure Segment Values to Be Hierarchical

In the list of available segment values, you can create hierarchal relationships. For example, a segment called Sales Region can have values such as Americas, APAC, and EMEA. However, you may also want to add options that are more specific. When you create the new options, you can specify in the segment definition that they are children of the broader geographic categories. These relationships are shown in the list of values from which the user can select.

Sample segment field selection list.

For more details, see Creating Hierarchies Among a Custom Segment’s Values.

Also, see Benefits of Custom Segments.

Related Topics

Benefits of Custom Segments
Configure a Segment to Default Statically or Dynamically
Filter a Segments Values Based on Other Segments
Filter a Segment’s Values Based on Class, Department, Location, and Subsidiary
Configure a Segment to Appear on the GL Impact Page
Create Segments as Multi-Select Fields
Display Segments Selectively
Set Custom Segment Values

General Notices