Installation and Configuration Guide

10.3

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Configuring Default Hierarchy for the Customer Dashboard

In the customer dashboard, the Hierarchies panel displays how a record is related to other records in a hierarchical format. A record can belong to multiple hierarchies. If you define a default hierarchy for the hierarchy component, the Hierarchies panel loads the default hierarchy for the record. Otherwise, the Hierarchies panel loads the list of hierarchies to which the record belongs.

In the Provisioning tool, click

Configuration

Component Editor

The

Component Editor

appears.

In the

Components

list, select

C360 Hierarchy Widget

HierarchyComponent

The

Properties

panel appears.

Edit the XML code as required.

The following sample code sets Customer Hierarchy as the default hierarchy:

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<cutomerHierarchy>
<defaultHierarchyName>Customer Hierarchy</defaultHierarchyName>
</cutomerHierarchy>

Click

Apply

Publish the changes to the MDM Hub.

Click

Publish

A change confirmation dialog box appears that prompts you to confirm the changes.

Review the changes, and click

Confirm

A validation process runs on the application. A confirmation dialog box appears that prompts you to publish the changes.

Click one of the following buttons:

Publish

. Saves the changes to the MDM Hub.