Add a hierarchy in the Profile view

Learn how to add a hierarchy so that you can create a new hierarchy instance for a selected entity and start building its structure in the Hierarchy tab.

Create a new hierarchy when you need to organize an entity within a hierarchy type, prepare a hierarchy for future updates, or create a new versioned hierarchy instance.

Prerequisites:

Before you add a hierarchy, ensure you've completed the following requirements:

You must enable hierarchy in the tenant configuration. For more information, see Configure tenant business settings for hierarchy.
You must enable hierarchy in the UI configuration. For more information, see Configure UI settings for the Hierarchy tab.
The hierarchy type must contain the entity types required for the initial connection. For more information, see Create a hierarchy type.

To add a hierarchy:

In the Hub, select the profile you want to view.
In the Profile view, select the Hierarchy tab.

If no hierarchy exists for the profile, the tab shows an empty state with options to create a new hierarchy or import a hierarchy.
Select +New Hierarchy and then select Create.
1. From the Hierarchy type dropdown, select the type of hierarchy you want to create. The hierarchy types must be configured in the tenant business configuration, and the current entity type must be included in the allowedEntityTypes list for that hierarchy type.
2. In the Hierarchy name field, enter a unique name for the hierarchy. Hierarchy names must be unique within the tenant.
3. To create a versioned hierarchy, select Enable versioning .
4. In the Version name field, enter a unique name for the version. Version names must be unique within the hierarchy.
5. In the Start Date and End Date field, select the date range for which the version is valid.
6. Under Initial connection to entity name, select Add child or Add parent.
7. Select the entity for the initial connection.
  Note: The hierarchy type's structural rules must permit the selected entity or profile to act as a parent or child. For more information, see Structural validation in Advanced hierarchy management and Create a hierarchy type.
8. Select Save.

Result

The hierarchy and its initial connection are validated against the structural rules configured for the hierarchy type. If validation succeeds, the new hierarchy instance is created and is available in the Hierarchy tab for further updates.

Unify and manage your data

Add a hierarchy in the Profile view

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