This reference article documents all Org Unit settings for CMO Business Rules. Org Units Settings are used to configure options for customizing Organizational Unit (Org Unit) features.
Each of these settings can be found by following this path in CMO:
Log in as an Admin.
From the home screen, click Admin.
Click Business Rules from the side bar menu.
Click your company name.
Navigate to the Org Units section of settings.
The table below describes setting options for the Org Units section on the Business Rules page.
Enable Sub/Child Org Units and Org Unit Type
When checked, the sub-Org Units / Entities will appear on the Org Unit list. If un-checked, the sub-Org Units / Entities will not appear.
Show all Org Unit levels in drop-down
If checked, client Org Unit levels will be displayed in the Org Unit drop down lists.
Ignore Org Unit selected when reporting.
When checked, this allows selected Org Units to be ignored during scheduling and reporting. For example, the report/schedule will show all items that related to an Entity, and will ignore the Org Unit relationship.
Show Reg Entities in Org Unit on Org Unit List
When checked, this will enable the Regular Entities to display in the Org Unit List next to their assigned Org Unit.
Note: This is an option for clients to enable, however, the list on the Org Unit list would not be user friendly.
Hide 'All Org Units' option in New Items
Enabling this will remove the ability to assign Events/Actions etc. to All Org Units.
Note: Disabling this feature is not advised for clients.
Use top-level terminology in Org Unit Filters
When checked, Level 0 terminology will be used when referring to Org Units rather than using the client-defined terminology.
Note: This is configured in the