Segments are configured at the Company Level on the Segment Level page.
The following fields are available:
Segment Level Configuration
Hide the From Column: Tick the checkbox to only display the "To" segments levels on the Assignment Screen
Number of Segment Levels: Determine how many are to be made visible (max. 4)
Number of Required "From" Segments: Determine how many "From" segments are to be made required entry
Number of Required "To" Segments: Determine how many "To" segments are made required entry
Number of Lookup Segment Levels: Determine how many are to be made lookups as opposed to free text
Number of Hierarchical Segment Levels: Determine how many are to be made hierarchical segment levels. This is used to only allow sub-segments assigned to specific parent segments
Segment Level 1 Caption: Name of Segment Level 1
Segment Level 2 Caption: Name of Segment Level 2
Segment Level 3 Caption: Name of Segment Level 3
Segment Level 4 Caption: Name of Segment Level 4
If lookups for segments are used, each segment will require a lookup to be configured.
Segment Access Security
If one or more segments are ticked under this section, an additional security level will be applied in conjunction with the configuration on the User Maintenance Screen (Company Segment Security & Country Security tabs). The outcome of this selection will force the user to have access to the country and all the selected segments (either Home or Host) in order to view the assignment record.
Press
after making changes.
Things to note
When using Hierarchical Segment Levels the structure of the lookup group is that of a parent-child relationship and applies to the number of levels required. For example:
Segment Level 1 (Parent) and Segment Level 2 (Child)
Segment Level 2 (Parent) and Segment Level 3 (Child)
Segment Level 3 (Parent) and Segment Level 4 (Child)
Based on this structure it is not possible to have segment that is a Parent (e.g. Segment Level 3) to a segment that is a child (e.g. Segment Level 4) without the Parent being a child to its Parent (e.g. Segment Level 2).
Be aware, altering the setup of Company Segment Levels once configured can have wide ranging impacts. Contact your Equus representative if you have further questions.