Adding a record to a hierarchy

1Click Hierarchies.
The Hierarchies page appears.
2Expand the hierarchy model to which the hierarchy is associated.
The hierarchies associated with the hierarchy model appear.
3Select the hierarchy to which you want to add a record, and click Open.
The hierarchy appears in a tab.
4Hover over the record to which you want to add a record, and click Add.
The Add Child Record wizard appears.
5Select the record type that you want to add, and click Next.
6Select the relationship type that you want to add, and click Next.
7Find and select the record that you want to add, and then click Next.
8Enter relationship attributes if any.
Note: If you select multiple related records, the attribute values apply to all the selected records.
9Click Add.
The record is added as a child record of the selected record in the hierarchy.
10Submit 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.