Hierarchy View

Hierarchy View enables users to view and manage relationships between records in a tree-like structure. By displaying a clear parent-child record hierarchy, it simplifies the navigation and understanding of complex data relationships. This feature improves data management and simplifies data exploration and interaction.

• The Hierarchy View setting controls how relationships are displayed in the system.

• By default, it is set to "No", showing relationships in a Mind Map View.

Follow these steps to enable and configure Hierarchy View:

1. Enable Hierarchy View:

i) Navigate to “Entity Configuration”.

ii) Locate the Hierarchy View field and set it to "Yes".

iii) Click Save to activate the feature

1. Configure Hierarchical Relationship:

In the Hierarchical Relationship field, select a self-referential one-to-many relationship (e.g., Account to Account or Contact to Contact).

This will define the parent-child relationship for your data.

1. Select Fields to Display on the Card:

i) Locate the View to Show Fields on Card field.

ii) Choose the view to display fields on the card. It will take the first five fields from the selected view to show on the card.

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