User Guide

Back Next

Adding a Hierarchy Relationship

To add a hierarchy relationship to a hierarchy, find the record to which you want to configure a relationship, and then define the relationship.

In the

Hierarchy

view, hover over a node on the canvas, and then click the

Add New Relationship to Selected Entity

icon.

The

Add Related Records

window appears.

To find the record to which you want to create a relationship, perform the following actions:

In the relationship list, select a relationship.

Run a query to find a related record.

In the search results, select a record and then click

Select

To select multiple records, press

Ctrl

and select records.

Optionally, define the attributes of the relationship.

Click

Save

You added a hierarchy relationship to a record. The record appears in the hierarchy as a child of the selected node.

When you are done editing the hierarchy, you submit your changes for approval. For more information, see Submitting Hierarchy Changes.