Record Based Hierarchy

For List view

 

If the records-based hierarchy is enabled for the specific role and entity, the portal users will see the ‘hierarchy’ icon in the front of the record which has the inherited records. Portal users will also get the “Entity Image” if it is configured from the Portal admin side.

 

If the record has any child record, only then the portal users will get the ‘hierarchy’ icon in front of the record.

 

By clicking on the ‘hierarchy’ icon, you will see the entity records in the popup appearing in the parent-child form for the list.

 

If any record has sub-child records, you will get the one accordion sign in front of the specific record if the user clicks on the accordion sign the sub-child records will be shown below the parent record.

 

 

For Data Card view

 

You will get the ‘hierarchy’ icon for the Data Card view if you have configured the data card widget to display the entity records. Portal users will also get the Entity Image if it is configured from the Portal admin side.

 

By clicking on the ‘hierarchy’ icon, you will see the entity records in the popup appearing with the card-tree view.

 

If any record has sub-child records, you will get the one accordion sign in the data card of the specific record. if the user clicks on the accordion sign the sub-child records show below the parent record.

 

If the user clicks on the accordion sign the sub-child records show below the parent record.