About the Record Hierarchy

The record hierarchy displays the records in the database and how they relate to one another. When you open a record in the Record Manager, it appears as the root record at the top of the record hierarchy in the Record Explorer pane. Below the root record, the record hierarchy displays the families that are related to the family of the root record and any records that are linked to the root record. The record hierarchy uses the following icons to help you distinguish between families and records:

A plus sign (+) to the left of a family icon indicates that one or more records belonging to that family are linked to the root record. The absence of a plus sign means that no linked records exist for that family. You can expand the family to view additional related families and linked records by clicking the plus sign or by clicking the family name. A minus sign (-) indicates that a family is fully expanded.

When you reach the record level, you can click any record name to view the contents of that record on the datasheet configured for that family.

By default, the record hierarchy displays all the families for which a relationship exists even if no records exist for these families. For example, if the root record is a member of the Centrifugal Compressor family and that family is linked to multiple families, those families will appear in the record hierarchy even if no records exist in that family.

The text at the bottom of the Record Explorer pane indicates the current filtering option that is applied to the record hierarchy. If desired, you can change the filter that is applied to the record hierarchy. For example, the record hierarchy in following image contains the Centrifugal Compressor family and all the families that are related to this family.

The following image shows the record hierarchy after the filter has been changed. Now, the record hierarchy is displaying only the families that are related to the Centrifugal Compressor family for which a linked record exists.

After you change the filter, the next time that you open a record in any family, the filter that you selected will appear by default.

Each branch in the tree will display up to 100 related records at a time. If a family or record is linked to more than 100 records, a Next 100 node will appear at the bottom of the list. You can expand the node to view additional records. After you expand the node to view the additional records, a Previous 100 node will appear. You can click this node to view the previous records.

When you right-click a node in the record hierarchy, a shortcut menu appears.

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