Installation and Configuration Guide

10.4

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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

layoutHierarchyComponent

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 confirmation dialog box appears that prompts you to publish or review the changes.

Review the changes or publish without a review.

To publish without a review, click

Publish

To publish after a review, click

Review Changes

and follow the instructions that appear on the screen.