Define the data hierarchy

Follow these steps to define your data hierarchy. The order by which you organize data types from the Structure Basket determines the hierarchy of your organizational structure.

  1. Dock the Structure Basket to any side of the main window.
    The Organizational Structure and Structure Basket panels are displayed side by side.
  2. Drag and drop generic lookup values from types that you added in the Structure Basket to the Organization Structure panel.
    Adding items from the Structure Basket to the Organizational Structure dictates the hierarchy of your organization.