Unify and manage your data

Create a hierarchy type

Learn how to create a hierarchy type so that it is available for Advanced hierarchy management in the tenant.

You can define a new hierarchy type for Advanced hierarchy management in Data Modeler for a specific set of entity types.

Prerequisites
Before you continue, make sure the following prerequisites are met:
  • You have access to the Data Modeler application in Console.
  • The entity types you want to associate with the hierarchy type already exist.
To add a hierarchy type
  1. In the Console, select Data Modeler.
  2. In the Data Modeler, select Hierarchy types from the left navigation pane. A list of hierarchy types is displayed.
  3. Select Create New. The Create new hierarchy type page is displayed.
  4. Enter the required values.
    FieldDescription
    NameEnter a unique identifier for the hierarchy type. This value forms part of the configuration URI configuration/hierarchyTypes/<Name> and cannot be changed after you save the hierarchy type.
    Display nameEnter the label shown for this hierarchy type in the Profile view.
    + New entity typeSelect this option to add entity types.
    Entity typesSelect the entity types that this hierarchy type applies to.
    Can beSelect one of the following options:
    • Child only: Can't have children and must have a parent.
    • Parent only: Can have children but cannot have a parent.
    • Parent & child: Can have children and parents.
    Note: If you add entity types, at least one must be able to act as a parent and at least one must be able to act as a child. A single Parent & child selection meets both requirements. If you remove all entity types, all entity types are allowed.
  5. Select Save.
Result

The new hierarchy type appears in the Hierarchy types list with its name, display name, and associated entity types.

Verification steps

  1. In the Hub, select a profile belonging to one of the entity types you added for the hierarchy type.

  2. Go to the Hierarchy tab.

  3. Confirm that the new hierarchy type appears in the Hierarchy type dropdown list.