Custom Hierarchy Settings

Accessing the Custom Hierarchy

Access to the Custom Hierarchy section is controlled by roles. Users need to be assigned a role that includes permissions for interacting with custom hierarchies. For example:

• Users with the "Custom Hierarchy | Admin" role or a similar role configured for this purpose can view and manage settings in this area.
• If you cannot access this section, contact your system administrator to confirm your permissions and role assignment.

To navigate to the Custom Hierarchy Settings screen, go to:
Settings > Custom Hierarchy

Adding a Hierarchy

1. Click the Add Hierarchy button to create a new hierarchy.
2. Navigate to the newly created hierarchy or any existing hierarchies by clicking the open-up icon.

Updating Hierarchy Details

1. Select the hierarchy you want to update.
2. Go to the Details tab and fill in the following:
   • Hierarchy Name: Provide a descriptive name for the hierarchy.
   • Description: Add a brief description for context.

Creating Hierarchical Levels

1. Navigate to the Levels tab.
2. Click Add a Level to create a new structural level for the hierarchy.
   • Levels define the structure and can be labeled flexibly, similar to items in an option list.

Adding Attributes to Hierarchical Items

1. Go to the Attributes tab.
2. Click Add New Attribute to create a new metadata field for all items within the hierarchy.
   • Attributes add context to each item. For example, a "Point of Contact" attribute can be used to assign a person or department responsible for that item.

Creating Hierarchical Items

1. Open the Items tab and click Add New Item to create a new category or scenario.
2. Configure the following for the item:
   • ID: A unique identifier for the item (not automated).
   • Name: Displayed within the Hierarchy Attribute on records. Learn more about Hierarchy Attributes.
   • Parent: Defines the item’s position in relation to other items.
   • Level: Indicates the structural level of the item.
   • Description: Adds additional context to the item.
3. Populate attributes at the bottom of the item page to add more metadata.