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How to show only filtered profile for selection in Hierarchy?

  • 1.  How to show only filtered profile for selection in Hierarchy?

    Reltio Partner
    Posted 07-20-2024 02:41

    Hi There,

    We have requirement like while creating hierarchy we only want to show Profile based on some filter like: show all the profiles for which "HierarchyLevel" is 1.

    How to achieve this please guide? Is it the same through metadata security? or we can have some filter condition on RelationTypes as well?

    Thanks & Regards,

    Urmila Chauhan



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    URMILA CHAUHAN
    Aninfosys
    Thane
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  • 2.  RE: How to show only filtered profile for selection in Hierarchy?

    Reltio Employee
    Posted 07-22-2024 08:04

    Hi Urmila,

    Thanks for your questions.

    Is "level=1" is the only filter and use case you are trying to solve or there are other additional requirements? If yes , then can you please share them along with your hierarchy configuration?

    Metadata security is generally useful when it is driven by user and user roles. Do you want to control these filters and hierarchy based on user and their roles?

    You can apply relationship level filters for a specific profile in the relationship perspective to get filtered view of 1st degree(direct) relationships.

    Regards,



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    Abhradeep Sengupta
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