Configure hierarchies

Select Enable Hierarchy View to enable the hierarchy. This adds a "Toggle Hierarchy" button to the business view toolbar. Users use this button to show/hide the hierarchy.

Select Open Hierarchy by Default to show the hierarchy to the user the first time he browses the business view.

Select in Display Root Node As how the root node (representing the collection of root business entity records) should appear, that is with an icon and/or a label. The icon and label used for the root node are the Icon and Root Plural Label defined in the Icon and Label section of the business view editor.

Select Enable in Hierarchy to enable this transition in the hierarchy. If the transition is disabled, then it does not appear in the hierarchy. A record for which no child transition is enabled cannot be expanded in the hierarchy. This property supports SemQL, which means that you can configure the transition’s presence in the hierarchy based on the data values. For example, use any contacts have (1=1) to disable the transition to the contacts when there are no child contacts for a customer.

Select Transition Node Visible to show the transition node between the parent record and the child records. If this property is false, then the child records appear directly under the parent record with no intermediate node representing the transition itself. This property supports SemQL, which means that you can configure the transition visibility based on the data values.
Note that you can make a transition node invisible only if it is the only one enabled under its parent node. When there are multiple transition nodes enabled under a parent node, they are always made visible.

Select Expand by Default to have this transition expand automatically when its parent is expanded.

Select in Display Transition Node As how the transition node (representing the collection of business entity records) should appear, that is with an icon and/or a label. The icon and label used for the transition node are the Icon and Root Plural Label defined in the Icon and Label tab of the transition properties.

Select a Record Node Display Card for the business view, that is the display card used to display in the hierarchy each record of this business entity. Note that only the primary text and the avatar (if it is defined) are used in the display card.