Design the User Interface > Configuring components > Creating a Hierarchy tab
  

Creating a Hierarchy tab

You can create a page tab to display hierarchy data of a record. You create a page tab, add the Hierarchy component, and then configure the component properties.
Before you create a hierarchy tab, create a custom page.
    1Click Add Page Tab.
    An empty section appears.
    2On the Properties tab, enter Hierarchy, and then click Apply.
    The page header displays Hierarchy.
    3Click Page Components.
    The standard and fixed components appear.
    4Drag the Hierarchy component to the empty section.
    The Hierarchy component appears in the section, and the component properties appear.
    5Optionally, configure the panels to display.
    The following table describes the panels that you can configure:
    Panels
    Description
    Hierarchy Tree
    Displays the hierarchies associated with the record. The Hierarchy Tree panel displays the visualization of hierarchy relationships between records in a hierarchy.
    Hierarchy Tree and Related Records
    Displays the hierarchies associated with the record. For each associated hierarchy, two panels appear: the Hierarchy Tree and Related Records panels.
    The Hierarchy Tree panel displays the visualization of hierarchy relationships between records in a hierarchy. The Related Records panel displays the parent and child relationship details of the record selected in the Hierarchy Tree panel.
    Hierarchy List and Hierarchy Tree
    Displays the hierarchies associated with the record. For each associated hierarchy, two panels appear: the Hierarchy List and Hierarchy Tree panels. These are the default panels.
    The Hierarchy List panel displays a list of the hierarchies associated with the record grouped by hierarchy model. The Hierarchy Tree panel displays the visualization of hierarchy relationships between records in a hierarchy.
    The following image shows a sample hierarchy that's rendered using the Hierarchy component:
    The image shows the hierarchy of an organization called Zynex Inc. and its subsidiaries in the new visual experience.
    6Optionally, if you enabled the Hierarchy Tree and Related Records panels, configure the hierarchy relationships to show in the Related Records panel.
    The following table describes the hierarchy relationships that you can configure:
    Option
    Description
    Parent Records
    Show the parent records for the record selected in the Hierarchy Tree panel.
    Child Records
    Show the child records for the record selected in the Hierarchy Tree panel.
    Configure the hierarchy settings to indicate whether users can assign records to parent nodes or control the nodes that they view. You can also configure which nodes to show in the hierarchy. The following table describes the hierarchy settings that you can configure:
    Option
    Description
    Display Show More/Show Less
    Indicates whether to display the Show More and Show Less buttons on the Hierarchy tab. The Show More button displays the complete hierarchy. The Show Less button displays only the first-level nodes in the hierarchy.
    Allow assigning record
    Indicates whether to display the Assign button on the Hierarchy tab. If you select this option, users can assign records to parent nodes in a hierarchy.