Enable Territory Membership Record Set Values for Workspace

You can enable the territory membership and territory membership hierarchy values that appear in the opportunity search filter record sets in the Workspace UI.

The My territory membership record set returns records where the signed in user is either the owner or a member of territories assigned to the opportunity. The My territory membership hierarchy returns records where the signed in user is either the owner or a member of a territory assigned to the opportunity, or owner or member of a territory that's ascendant to an assigned territory. These record sets are predefined but they must be enabled before your salespeople can use them in Workspace.

Here are the steps to enable the My territory membership and My territory membership hierarchy values for the opportunity search filter record sets in Workspace.

1. Navigate to the Setup and Maintenance work area, and use the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Standard Lookups

2. In the Meaning field, enter Opportunity Filter Record Sets for Workspace.

3. Click Search.

4. Select the lookup type you want to enable in the ORA_MOO_OPTY_SRCH_RS_WS: Lookup Codes page.

   • Scroll to the ORA_MYASSGMEMBTERROPTIES (My territory membership) lookup code and select Enabled.

   • Scroll to the ORA_MYASSGMEMBDESCTERROPTIES (My territory membership hierarchy) lookup code and select Enabled.

5. Click Save and Close.