Country/States – Help Center

1. Country/States Introduction

The Country/States section helps organize geographical data in the system. It allows users to manage and view countries and their states or provinces. This setup ensures that tagging, filtering, and assigning zones are precise and location-specific.

The system already sets up and manages the countries in the platform. Users cannot add or change them directly, keeping data consistent and controlled. Users can, however, add and manage states or provinces within each country, providing some flexibility. Each state includes important details like its name, abbreviation, country association, and optional tags for further categorization.

Having a clear country-state structure improves data organization, searchability, and regional tracking. Users can apply tags to states for easy grouping, and filters help them narrow down choices based on name, country, or tags. This organization is especially useful for tracking geographic data in areas like inventory, logistics, analytics, or enforcing policies.

Go to Administration
Click on Application Settings
Click on Country/States under Application Settings Action

2. Countries/States Overview:

The Countries section displays a static list of available country options within the interface. This list is not configurable by end-users, meaning users cannot add, remove, or modify the available countries. The section contains only two entries: United States of America (USA) and Canada (CANADA).
Although the list is limited to two countries, the interface includes pagination controls and a “25 per page” dropdown. These elements are part of the standard layout and are designed to support scalability. While currently non-functional due to the small dataset, these controls will become useful if more countries are added.

2.1 States/Provinces Interface Overview

The States/Provinces section helps you manage regions linked to different countries. It has tools and features that make it easy to navigate and handle data.
The section title, "States/Provinces," makes its purpose clear. It shows that the items listed are regions like states or provinces from supported countries.
Select All Checkbox:: The Select All checkbox allows the user to select or deselect all visible entries at once. Adjacent to it, a counter displays the number of currently selected entries out of the total available (e.g., "0 of 25 selected"). This feature is helpful when users need to perform actions on multiple entries simultaneously. It saves time by avoiding individual selections for each item. The checkbox is positioned at the top-left of the content list for visibility and convenience.
Add Tag: The Add Tag button allows users to assign labels to one or more selected entries. These tags can help categorize or group entries for better organization and filtering. This action typically becomes active when one or more entries are selected. The button is styled to appear actionable and stands out against the neutral background. It is placed near the selection tools to streamline multi-entry interactions.
Refresh: The Refresh button updates the current data view to reflect any recent changes or additions. It ensures that users are always working with the most current version of the data.
Add New State/Province: The Add New State/Province button initiates the creation of a new entry in the list. It opens a form or dialog for users to input region-specific details. This action is typically restricted based on user roles or system permissions. The button is visually emphasized to draw attention, indicating its role in expanding the list. It is placed near other top-level actions to maintain a consistent layout structure.
Filter Panel: The Filter panel allows users to narrow down the list of entries based on specified criteria. A dropdown labeled Select Filter is used to choose the type of filter to apply.

Code: Shows results based on the state or province abbreviation. This filter helps you quickly find regions using their shortcode. It's useful when you know the code but not the full name. Saves time when working with long lists.
Country: This feature allows you to filter regions by country, enabling you to view regions from a specific country only. This is especially useful when working with data from multiple countries, as it removes unrelated regions and helps you focus on the relevant information. It's ideal for country-specific tagging or edits. Simply select the country you want, and you will see only those entries.
Name: Use this filter to find regions by their full names. This is a great way to search for a state or province if you don't remember its code. You can type the name or choose from the list to quickly find what you need. This method is easy to use, especially for new users. It's perfect for quick lookups or reviews based on names.
Tags: This filter displays only the regions that have tags applied. It is useful for viewing entries that are already tagged, allowing you to quickly check how many items are tagged and what tags they have. This feature simplifies the process of grouping or comparing tagged items, making it easier to manage organized data. Use this filter when you want to focus on regions that have already been categorized.
Tags—Empty: This filter shows regions without tags, helping to quickly find untagged entries. It is useful for cleaning up and completing missing information, allowing you to easily identify what needs attention.

Every state or province is presented in its own distinct container, which includes clearly defined details.

Name and Abbreviation:
The full name appears in normal font, while the abbreviation is emphasized in bold.
- This visual distinction supports fast recognition of regions.
Country Association:
The country to which the state or province belongs is listed beneath the name.
- The text is lighter in tone to indicate it is secondary information.
Zone Tags:
Some entries include zone-related tags represented by colored pills.
- These tags assist in internal classification or distribution logic.
View Details Link:
Located at the bottom-right of each entry card, this link provides access to a more detailed view.

Click on View Details

State Details Panel

State Name: Please enter the official name of the state or province in this field. This name must match the one in official records. It is important for displaying and referencing the region on the platform.
Abbreviation: This field stores the short form or standard abbreviation of the state or province. It is also mandatory and helps to simplify display and filtering across the system. The abbreviation must follow a predefined format, usually consisting of two or three characters.
Country: This dropdown field allows the user to select the country to which the state or province belongs. It is a required selection and ensures the state is properly grouped under the correct national context.
Tags: This section lets you assign tags to a state or province. You can select tags from a dropdown menu or type to search for specific tags. Once you assign tags, they will appear below the dropdown, and you can remove them if you want. Users can create new tags from this interface.
Tag Color Options: Below the dropdown, a set of colored tag styles is displayed for visual selection. Each color can represent a different category or type, depending on the tagging strategy used. Users can assign color-based tags to visually differentiate regions at a glance.