Table of Contents

Search

  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Opening a Record in the Hierarchy View

Opening a Record in the Hierarchy View

Use the
Hierarchy
view to examine the relationships between the open record and other records.
  1. To open a record in the
    Hierarchy
    view, perform one of the following actions:
    • In a
      Search
      tab search results, select a record. From the
      Actions
      menu, click
      Hierarchy
      .
    • In the record view that displays an opened record, click
      Hierarchy
      from the
      View
      list.
      The record views that appear in the
      View
      list depend on the
      Data Director
      configuration and your user role privileges.
    • In the
      Data
      tab search results, select one or more records and click
      Open Hierarchy
      .
    • In the
      Data
      tab, open a record and click
      Open Hierarchy
      .
    The
    Hierarchy
    view opens. The selected record and the related record appear on the canvas.

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