Create a record hierarchy

Build a record hierarchy between records in the same table.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Definition > Record Hierarchy.
2. Select New.
3. On the form, fill in the fields.

   Table 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.

Result

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.

What to do next

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