The Hierarchy feature of CX Suite allows you to implement your organization's structure for filtering data each level. Go to Global Settings > Setup to manage your hierarchy versions. The left navigation pane offers the following links:
The Hierarchy Management page lists all your hierarchies with Version, Status, and Last Updated information. Below the list is Pending Uploads, which displays hierarchies that have been initially loaded but not completed the two-step process of identifying columns. Once this wizard is complete, the status is set to Draft to allow review and the setting of Roles & Permissions before being published.
To view an existing hierarchy version, click Hierarchy on the left navigation pane and click the name of the desired hierarchy. The Details tab of the hierarchy displays by default with a tree view with all parent nodes expanded. Click a parent node to collapse or expand the child nodes. You may also use the Search text box to automatically scroll to a specific node.
Upload allows you to select a revised version of the hierarchy in a CVS file and upload into the system. Once the file is uploaded, follow the Create a Hierarchy instructions to complete the process.
The Versions tab list the hierarchy current in production, with Past Versions (a history of published revisions) of the hierarchy below. The Drafts tab list the versions, or revisions, of the hierarchy that have not been published. Below, the Pending Uploads pane shows drafts awaiting final review and publication. Click on a version name to display a tree view of the hierarchy.
The Master Data Management page allows you to access the data that comprises your hierarchies. The page displays a tile for each hierarchy type currently in production with a View and Edit link in each tile. You can perform minor revisions to a current hierarchy version, such as changing a store name or adding a single entry: