Manage Hierarchical and Non-hierarchical Relationships > Managing hierarchical relationships > Creating and configuring a hierarchy
  

Creating and configuring a hierarchy

Create a hierarchy and add first level nodes. Then, add child records to define parent-child relationships in the hierarchy. You can also define attribute values to provide more information about relationships.
The hierarchy that you create is a draft. When you submit your draft, the hierarchy is published or sent for approval based on your configuration. If your changes trigger an approval workflow, a hierarchy task is created and available for review.
To create a hierarchy, perform the following steps:
  1. 1Create a hierarchy.
  2. 2Add first-level nodes.
  3. 3Add and manage child records.
  4. 4Define relationship attribute values.

Step 1. Create a hierarchy

Create a hierarchy to show hierarchy relationships between records. For example, you might create the Organization hierarchy to show a relationship from the Informatica record to the John Smith record.
    1Click New > Hierarchy.
    2Select the hierarchy model you want to base your hierarchy on, and then click Create.
    Note: The administrator configures the hierarchy models. Contact your administrator to request changes to your hierarchy models.
    The New Hierarchy dialog box appears.
    3Enter a name, and click Create.
    The hierarchy page appears.

Step 2. Add first-level nodes

Find and select the records that you want to use as first-level nodes.
    1On the hierarchy page, click Add First Level Nodes.
    The Add First Level Nodes dialog box appears.
    2Find and select the records you want to define as first-level nodes, and then click Select.
    The records appear on the page.

Step 3. Add and manage child records

Add child records to the hierarchy to define parent-child relationships between records. You can add additional child records or manage existing records by moving or removing a record. When you are done, submit the draft hierarchy.
Note: When you add child records, ensure that you don't create cyclic relationships where a record becomes a child to itself, resulting in a loop.
    1On the hierarchy page, hover over a record, and click Add.
    The Add Child Record wizard appears.
    2Select the record type that you want to add, and click Next.
    For example, select Person.
    3Select the relationship type that you want to add, and click Next.
    For example, select Organization to Person. For example, select Campaign to Lead.
    4Find and select the related records that you want to add, and then click Next.
    5Enter relationship attributes if any.
    Note: If you select multiple related records, the attribute values apply to all the selected records.
    6Click Add.
    The record is added as a child record of the selected record.
    7Optionally, perform the following actions.
    Action
    Description
    Add a child record
    Hover over the record for which you want to add a child record, and click Add. Find and select a record that you want to add.
    Remove a record
    Hover over the record that you want to remove, click Remove, and then confirm the action.
    8Submit your draft hierarchy.
    Action
    Description
    Submit
    Based on your configuration, if no approval is required, the submit action is available. When you submit the hierarchy is published.
    Send for Approval
    Based on your configuration, if an approval is required or optional, the send for approval action is available. When you send for approval, a hierarchy task is created and available for approvers to review.

Step 4. Define relationship attribute values (Optional)

You can define attribute values of relationships to provide more information about relationships.
Your administrator configures the attributes that are available for relationships.
For example, your administrator defines a Status attribute for the relationship between the Organization to Person business entities. Then in Customer 360 SaaS, you can specify that the status of the Informatica to John Smith relationship is Active.
    1Select a node in the hierarchy tree.
    The relationships panel refreshes to show the child and parent relationships of the record.
    2In the relationships panel, hover over the relationship that you want to define an attribute value for, and then click More Options > Edit.
    The relationship properties panel appears.
    3In the attribute field, enter a value.
    The attribute fields available depend on your configuration.
    4Click Apply.
    The attribute value of the relationship appears in the relationships panel.