Applying Conditions to Hierarchy Codes

Learn how to apply conditions to hierarchy codes.

You can apply conditions to hierarchy codes, for example in access rights and selections. When defining a condition applied to a hierarchy code field, you can determine how two codes are compared with each other.

• Enable the Ignore hierarchy option to carry out the comparison exactly.

  Example: The condition "= 4.3.2" is only met by hierarchy code 4.3.2.

• If you leave the Ignore hierarchy option disabled, the condition is met by the specified hierarchy code and all its children.

  Example: The condition "= 1.2" is met by hierarchy codes 1.2, 1.2.1, 1.2.2, 1.2.3 etc. and all subordinate hierarchy codes.

• If you enable the Variable check box and select Report Hierarchy from the drop-down list, the condition is met by all of the current rep's direct or indirect superiors.

  Example: The current rep's hierarchy code is "1.3.2.1". The condition is met by hierarchy codes 1, 1.3 and 1.3.2.

• If you enable the Variable check box and select Superior from the drop-down list, the condition is met by all of the current rep's superior and all the superior's subordinates.

  Example: The current rep's hierarchy code is "1.3.3". The condition is met by hierarchy codes 1.3, 1.3.1 and 1.3.2, 1.3.3, 1.3.4 etc. and all "subordinate" hierarchy codes.

• The condition "=" is met by empty hierarchy code fields.

For information on defining variable conditions, see Defining Variable Conditions in the Aurea CRM win User Manual.