•  Manage hierarchical and non-hierarchical relationships
•  Managing hierarchical relationships
  •  Creating and configuring a hierarchy
    •  Step 1. Create a hierarchy
    •  Step 2. Add first-level nodes
    •  Step 3. Add and manage child records
    •  Step 4. Define relationship attribute values (Optional)
  •  Viewing hierarchies
  •  Adding a record to a hierarchy
  •  Removing a record from a hierarchy
  •  Assigning records to hierarchy nodes
  •  Moving hierarchy records
    •  Moving a record within a hierarchy
    •  Moving records between hierarchies
    •  Example: Moving records between hierarchies
  •  Deleting a hierarchy
  •  Editing hierarchy properties
  •  Refreshing hierarchies
•  Managing non-hierarchical relationships
  •  Records related with a relationship
    •  Relating a record with a relationship
    •  Viewing related records on a relationship graph
  •  Records related with a business entity record field
    •  Viewing and Filtering records that are related with business entity record fields
    •  Managing records that are related with business entity record fields

Manage hierarchical and non-hierarchical relationships

Records related with a business entity record field

HIERARCHIES

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