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English
  • MDM - Customer 360 10.4 HotFix 3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Draft Records
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

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Viewing Records and Relationships in a Hierarchy

Viewing Records and Relationships in a Hierarchy

View records and relationships in a hierarchy by expanding or collapsing nodes, viewing the parent and child relationships for a record, and viewing the relationship properties.
  1. To navigate the hierarchy, click the arrow icon beside nodes to expand or collapse nodes.
    The child relationships for the selected nodes show or hide.
  2. To view the parent relationships and child relationships for a record, select a node on the canvas.
    The
    Related
     tab displays the parent relationships and child relationships for the selected record.
  3. To filter the relationships, in the relationship panel, click the
    Filter
     icon, and then add filters.
    The list of relationships in the relationship panel updates.
  4. To search for a record, in the hierarchy panel, enter a search term in the
    Search
     field, and then click
    Search
    . To clear the search term and cancel the search, click
    Cancel Search
    .
    You can only search for the first 1000 nodes in a hierarchy.
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