How does Proposed View work while moving accounts
Scenarios when the accounts are moved:
- When you add hierarchy to a node by children under a parent
- When you move records from one node to another
- When you delete a node
Add Hierarchy
When you create a new rule-based hierarchy using Unique Value or Bucket or SmartPlan or Map or Industry, the records are moved from the parent node to the child nodes.
| Proposed View | State | From | To |
|---|---|---|---|
| In the Child Node | +Added | Parent Node | Child Node |
What is the Proposed View
There are a number of views through which you can see your data in the Design App. Using the Proposed View, you can see what kind of changes have happened in your data, such as moving accounts, creating territory, deleting territory
Parent Nodes
When a parent node has at least one child (other than the unassigned node), there will not be any records associated at the parent level. All the records will either be moved to the child node or to the unassigned bucket.
❗️ Missed By the Rules?
If a record at the parent level does not match a rule defined by the add hierarchy operation, those records are added to the unassigned node.