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            Flexible Hierarchy Statuses

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            Flexible Hierarchy Statuses

            Hierarchy statuses indicate whether a structure is ready for consumption. These states control data visibility and ensure structural integrity.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions

            Hierarchy Status: Trigger Conditions and Transition States

            Review the trigger conditions that cause a hierarchy to enter a specific state and the possible transition states.

            Status Trigger Conditions Transition States
            Draft

            A hierarchy's status is set to Draft:

            • When a hierarchy is imported by using standard sObject APIs or Apex
            • When a Hierarchy Admin edits a root record object or root record
            • When a Hierarchy Admin manually sets the status to Draft
            • When you restore a hierarchy record
            		 Draft to Valid
            In Validation A hierarchy's status is set to In Validation, when a Hierarchy Admin validates a hierarchy.
            • In Validation to Valid
            • In Validation to Invalid
            Valid A hierarchy's status is set to Valid, when a hierarchy validation is successful. Valid to Draft
            Invalid A hierarchy's status is set to Invalid, when a hierarchy validation fails. Invalid to Draft

            Hierarchy Status: End-User Visibility and Data Operations

            This table summarizes how each status affects visibility, and data operations.

            Status End User Visibility Admin Operations on Flexible Hierarchy Node Records Admin Operations on Flexible Hierarchy Node Relation Records
            Draft Users can't view hierarchies You can insert, update, delete, or restore records. You can insert, update, delete, or restore records.
            In Validation Users can't view hierarchies You can't insert, delete, or restore records. However, you can update records except the reference records. You can't insert, delete, or restore records. However, you can update records except a node's predecessor or successor records.
            Valid Users can view hierarchies You can insert, update, delete, or restore records. You can insert, update, delete, or restore records.
            Invalid Users can't view hierarchies You can insert, update, delete, or restore records. You can insert, update, delete, or restore records.
             
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