Hierarchy Map

Launch Hierarchy Map

1. Launch the Application Navigator and filter for a target table.


1. Select the checkboxes for one or multiple elements to build a Hierarchy Map.


1. Scroll down and select Hierarchy Map.


Relationships in ServiceNow

Hierarchy Maps use the following ServiceNow elements:

Element	Function
Parent/child reference field	A reference field called "Parent" in ServiceNow that refers to the table itself. This feature allows you to cascade data in a hierarchical structure. The hierarchy starts at level 0, where level 1 elements are children of level 0, and level 0 elements are parents of level 1 elements.
CI Relationships	All relationships within the CMDB and YouDesign Command scope are stored in the cmdb_rel_ci table. Relationships have a base (starting) element and a dependent (ending) element. Two elements are connected via a relationship type defined as a suggested relationship.

Visualization Resources

For a more fundamental overview of using visualization in YouDesign Command, see Edit Relationships.

Hierarchy Map UI Overview

The Hierarchy Map UI consists of three main elements:

• Hierarchy Map – Visualizations are rendered here.


• Overlay Menu – Provides quick access to main features including editing, export, and fullscreen.


• Sidebar – Enables you to apply filters to the visualization and change container background colors based on indicators. The sidebar automatically disappears after 2 seconds. Hover your cursor over the visualization to reveal it again.


Real-Time Indicators

Real-time indicators allow users to color code data based on field values. These heat maps and visualizations enable audiences to quickly identify risks and issues for further analysis.

Hierarchy Map

Hierarchy maps offer an excellent way to visualize complex data in an easy-to-understand format. The relationships between objects are removed, and the content is rendered as nested containers. Each Hierarchy Map consists of the following elements.

Top Level Capability

• Level Capability – Shows the top-level capability (level 0), the parent container with all child elements. This container has three levels.


• Rolled-up Objects – Shows the number of rolled-up objects. You can adjust the rollup count in the Sidebar.


• Collapse Button – Select the open/close button to hide or reveal the table's contents.


Table Elements

Each table consists of the following elements:

• Icon – An icon associated with the table.


• Table Name – The table name for each node in each container.


• Element Name – Name associated with each element.


• Colored Real-Time Indicator (Optional) – You can select a color for the containers and nodes in the Sidebar.


Form View Access

Right-click on a node or container to access its form view in ServiceNow.

Overlay Menu

The Overlay Menu has the following features:

• Edit Button – Toggle between static and edit mode by selecting the Edit button.


• Options – Select the Options menu to export the visualization as a PNG file.


• Scale to Fit – Scales the visualization to fit your screen's width.


• Fullscreen – Triggers your browser's fullscreen mode, expanding the visualization to fill the entire screen.


• Toggle Sidebar – Select this button to collapse the Sidebar.


• Add New Node – (Only available in edit mode) Select + to add new nodes. Refer to Editing Mode for more information.

Sidebar

The Sidebar contains various widgets to change the visualization content.

Level Selector

Use the Level widget in the Sidebar to collapse containers.


Hierarchy Selector

The Hierarchy widget allows you to search within the hierarchy tree and select or unselect elements within the hierarchy.


Rollup Count

The Rollup Count widget counts all elements (nodes) within the hierarchy and visualizes the total with a number on the level 0 container.

Click on the rollup count number to see a list of nodes.


Indicators

Real-time indicators allow users to color data based on any field value. The resulting heat maps and visualizations help audiences identify risks and issues for further analysis.

Select a defined Indicator from the Indicator widget within the Sidebar to color nodes and containers of the hierarchy map. You can select labels to hide or show the corresponding nodes and containers in the hierarchy map.


Class Filters

Class Filters help you quickly remove a specific object type (table) from the hierarchy view.

There are two primary functions:

1. Hover over a table name to highlight the nodes on the hierarchy map.

2. Click on a table name to unselect and hide the nodes from the hierarchy map. Click on the table name again to select and show the nodes on the hierarchy map.


Editing Mode

A core feature of Hierarchy Map is the Edit function.

Creating a new Node

Clicking the Edit button will enter the editing mode, so you can add new nodes to the hierarchy map (see point #6). Once the editing mode is entered, the edit button changes to Stop Edit. Click "Stop Edit" to leave the editing mode. Note that the filtering options in the Sidebar will disappear, and the history will appear.

Now, click the "+" button and enter a Name. Click the Create button to create a new Node.


Moving a Node via drag & drop

Drag the newly created Node and move it to the target position. Drop it at the hierarchy position where you want to add it as a child or parent. Of course, you can change the hierarchy levels for any node of the starting table.


Undo changes

The History of Node Movements in the Sidebar is visible during the edit mode and will show you the recent movements done.

Select the arrow button to undo the change.

Please note that the creation process is permanent.