Wildcards in the Overhead Distribution Target Field

When you specify an organization in the Distribution Target field on the Overhead tab of the Individual Organization Setup form, you can enter one organization, or you can use wildcards to enter multiple organizations without typing each one individually.

Enter an underscore ( _ ) so that all organizations or all members of an organization level are included. Enter an underscore for each character of the organization level code.

For example, assume you have three organization levels defined.

Organization Level 1 Organization Level 2 Organization Level 3
NE — Northeast BOS — Boston, MA COR — Corporate
SE — Southeast JAC — Jacksonville, FL ENG — Engineering
NW — Northwest POR — Portland, OR MKT — Marketing
SW — Southwest TUC — Tucson, AZ

The three organization level codes combined have a total of 8 characters (2 in the first, 3 in the second, and 3 in the third).

  • To enter all Southwest organizations (those with SW as the first organization level), type SW_ _ _ _ _ _ in the Distribution Target field.

  • To enter all Engineering organizations (those with ENG as the third organization level), type _ _ _ _ _ENG in the Distribution Target field.

  • To enter all Boston organizations (those with BOS as the second organization level), type _ _ BOS_ _ _ in the Distribution Target field.