Create a record hierarchy

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Build a record hierarchy between records in the same table.

    始める前に

    Role required: admin

    手順

    1. Navigate to All > System Definition > Record Hierarchy.
    2. Select New.
    3. On the form, fill in the fields.
      表 : 1. Record hierarchy form
      Field Description
      Label Label used for displaying the record hierarchy.
      Name Internal name for the record hierarchy.
      Table The table with records that you want organize into a hierarchy.
      Reference Field The self-reference field that defines parent-child relationships between records in the selected table.
    4. Select Submit.

    タスクの結果

    A record hierarchy based on the specified reference field is created. The ServiceNow AI Platform automatically builds the hierarchy paths that define the relationships between records in the hierarchy.

    次のタスク

    Build queries in condition builder using the [is in hierarchy] or [is in hierarchy (dynamic)] operators. See Operators available for filters and queries.