Hierarchy facet basics

The title displayed in the Hierarchy Management facet is the caption defined when you configure the facet in the UI Modeler. In this example, the configured caption is Legal Entities Hierarchy. For more information about configuring the facet in the UI Modeler, see Hierarchy.

Select the Show graph icon to open the hierarchy in the Graph perspective. By default, the tree view of the existing graph type is displayed.

Select the Effective date to display the hierarchy view that applies from a specific date.

By default, the current profile is highlighted in the Hierarchy Management facet. Each node shows the total number of entities together with the entity name. In the preceding example, Company ABC contains 3 entities, and Entity B contains 2 entities.

To expand a node, select the arrow on the left side of the node. To open the profile of an entity from the Hierarchy Management facet, select the entity name. To stay on the current page and open the entity profile in a separate browser tab, right-click the entity and open it in a new tab. If several nodes are expanded, select the Scroll to icon () in the upper-right corner of the facet to return to the node for the current profile.

The hierarchy details are sorted by Relationship type label or Entity label, based on the Hierarchy Management facet settings.

By default, the hierarchy is sorted by Entity label in ascending order. To change the sort order, select the View Options icon (), and then sort by Relationship type label. For example, use this option to list employees before contractors.

Secondary labels can also be displayed for entities. Use the UI Modeler application in Console to define these preferences. For more information, see Configure your profile pages.

Multiple parents for an entity

If an entity has more than one parent, the following icon is displayed next to the entity name.

Select the icon to view the other parents for the entity.

When the hierarchy is configured to use reversed relations, the Hierarchy Management facet shows a reversed tree based on the /_tree response. Because that response returns a single root branch, entities with multiple parent paths might not display all related branches at the same time. If more than one root branch is possible in the reversed hierarchy, the response is not guaranteed to return the same root branch for every request. To review all connected relationships, open the hierarchy in the Graph perspective. For more information, see topic Graph perspective .

Hierarchy facet relationships

In the Hierarchy facet, you can show or hide the relationship details for an entity. Except for the top-most or root node, when you hover over a node/entity, the View details icon appears.

When you select the View details icon, you view the relationship attributes for the relationship. For example, the relationship name (label), start date, end date, and other attributes. Here is an expanded example

By default, the first five available attributes are displayed. When available, click the Show more option to view more attributes for the relationship. Click the Hide details to hide these relationship details.

Configure to display relationship attributes in the facet

To configure the relationship attributes to display in the facet, update the Hierarchy facet section in your UI configuration file with the URIs of the relationship attributes. For example:

{
   "id": "HierarchyTreeComponentId",
   "component": "HierarchyTree",
   "graph": {
      "type": "configuration/graphTypes/BidirectionalGraph"
   },
   "caption": "Hierarchy",
   "includeUris":  [
      "configuration/relationTypes/HCPtoHCABi/attributes/TestRelationAttribute",
      "configuration/relationTypes/HCPtoHCABi/attributes/AffiliationSubType",
      "configuration/relationTypes/HCPtoHCABi/attributes/HierarchyCode",
      "configuration/relationTypes/HCPtoHCABi/attributes/RelationshipEndDate",
      "configuration/relationTypes/HCPtoHCABi/attributes/RelationshipStartDate",
      "configuration/relationTypes/HCPtoHCABi/attributes/AdditionalAttributes"
   ]
}