User Guide

Winter 2023

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Hierarchy Status in Lightning Experience

Based on the records in a hierarchy, the hierarchy can be locked or unlocked. If the records in a hierarchy are included in an asynchronous hierarchy processing, the hierarchy becomes locked.

A hierarchy can have one of the following statuses:

Locked: A hierarchy is locked when the records in the hierarchy are part of an asynchronous hierarchy processing. The hierarchies are locked for a user without CC360 profile.
In the hierarchy view, a locked hierarchy appears with the label
Locked
. You cannot edit a locked hierarchy

The following image shows a locked hierarchy:
Unlocked: A hierarchy is unlocked when the records in the hierarchy are not part of an asynchronous hierarchy processing.; In the hierarchy view, you can edit an unlocked hierarchy if you have edit access to the accounts and beans.