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English
  • Multidomain MDM 10.5
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

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Configuring Default Hierarchy for the Dashboard

Configuring Default Hierarchy for the 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.
  1. In the Provisioning tool, click
    Configuration
    Component Editor
    .
    The
    Component Editor
     appears.
  2. In the
    Component Editor
     list, select
    Hierarchy Widget
    .
    The
    Properties
     panel appears.
  3. Specify the following hierarchy properties:
    Property
    Description
    Name
    Unique name for the relationship.
    Label
    Label for the relationship that appears in the Data Director user interface.
    Default Hierarchy
    List of available hierarchies. Set one of the hierarchies as the default hierarchy.
    Widget Height in px
    Display height of the widget in pixels.
  4. Click
    Apply
    .
    A confirmation dialog box appears confirming that the changes were applied successfully.
  5. Click
    Publish
    A confirmation dialog box appears that prompts you to confirm or review the changes.
  6. 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.
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