If you configured a view to display one or more hierarchies, a plus sign 
appears (+) appears to the left of the first column heading in the view. Also, a plus sign appears (+) appears next to a record if you place your mouse cursor over this column in a particular row (as shown in figurebelow).
Click this + sign to the left of a record to display the list of hierarchies that you added to this view.
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Click the + sign to the left of a hierarchy heading to open the sub-view and display the records related to the top-level record via the selected hierarchy. In igurethe example below, the hierarchy displays the Contact Logs for the specified Persons record.
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You can double-click any record in the sub-view to open its corresponding form to see additional data or to make changes to that record. If you open a sub-type record from a - hierarchical view, edit it, and then save your change, the system also automatically saves the top-level record to reflect this change.
To collapse an expanded hierarchy, click the negative (-) sign to the left of the record or to the left of a hierarchy heading. Alternatively, you can click the Collapse All button to close all hierarchies or click the Refresh button to refresh the view and collapse all open hierarchies.
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A view can support multiple levels of hierarchies. If the View you specified for a hierarchy in the Managed View field has its own set of hierarchies, you can view those as well. |
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