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OCT 24 / 9AM ET Register nowBrowsing Master Record Hierarchies
MDM Web App lets you explore relationships between records from different entities by viewing them in a hierarchy. To start browsing a record hierarchy, do one of the following:
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Right-click a search result and select Open as hierarchy.
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From the record detail view, select Hierarchy in the record detail toolbar.
Main browsing actions
Here are some of the main features of hierarchy browsing:
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Click endpoints (+) to see related records. M:N connections are captioned by a relationship (for example, guarantor, FAMILY, owner).
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Move the hierarchy around by clicking at any part of the canvas and dragging.
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Zoom in and out by scrolling the mouse wheel.
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Right-click any endpoint and select Collapse this or Collapse other.
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Right-click any record and select Close this, Close connected, or Close all except this.
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Double-click a record to see the record detail.
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