Configuring hierarchy

Once you have decided which object types you want to place in a hierarchy, it is time to configure the structure. When you configure the structure, you are essentially creating a template, which can be used to create more hierarchies which contain the same structure in future. For example, you might want to create multiple productions which have all have the same child object types with the same relationships to each other.

Note: We will use Production > Series > Episode (Which are all user defined object types we have created), as an example of a hierarchy.

Below you can see some examples of different hierarchies with the same configuration e.g. Production > Series > Episode:

Example 1

Example 2

Example 3

Setting the Root Object Type

Firstly, you will need to set a root object type. The root object type is always at the top of the hierarchy. So in our example below, we will set “Production” as the root object type.

To set an object type as the root

  1. In the Details section for the object type you wish to set as your root, click the Properties sub-tab.

  2. Next, click the Edit option.

  3. Select the check box next to the Root Object Type field.

  4. Click Save to set the root object type.

If the object type you have chosen as your root is a user defined object type, a tab will appear on the global navigation alongside the system object types. So in the example below, you can see the Production object type has been specified as the root Object type in the hierarchy.

Child Object Types

In order to build your hierarchy, you will need to decide which object types will be children of which.

For example, Series might be a child object type of Production, and Episode might be a child object type of Series, and so forth.

The first child object type you will need to define is the child of the root. In other words, this is the object type that will come directly below the root object type in the hierarchy, as shown in the example below.

To assign a child object type

  1. Navigate to the Details section for the parent object type.

  2. Click the Relationships sub-tab and then Edit.

  3. From the Child Object Type drop down, select an object type. In our case we will select Series, as the child of Production.

  4. From the Relationship Name drop down, specify a relationship name for the child object type.

  5. In the Relationship Multiplicity drop down, specify the multiplicity, e.g. 0..1*

  6. Click Save.

  7. Now, you can use the same method to add more object types to the hierarchy. For example, the child object type of Series could be ‘Episode’ as shown below: