CS Region Hierarchy

The region hierarchy presents all regions in a structured, hierarchical manner, allowing you to understand relationships between multiple regions.

  • A region with a hierarchy depth of zero is a top-level region that is either a parent region or not associated with any other regions.
  • A region with a hierarchy depth of one has one parent region above it.
  • A region with a hierarchy depth of three has two parent regions above it, with the immediate one being its direct parent.
Tip:

While the hierarchy depth can extend up to 14 levels, we recommend limiting it to five levels.

If you want to create a top-level region and make it a parent region, you need to keep the Parent Region field in the New CS Region window empty and then associate this with child regions later. In case you want to create a child region and associate it with a parent, you need to choose the specific region under the Parent Region field on the New CS Region window.

When you create or update a region, the following fields are automatically updated on the region record page:

  • Hierarchy Depth
  • Region Hierarchy ID Chain
  • Region Hierarchy Name Chain
  • Reversed Hierarchy ID Chain

When you update or delete a region, different fields on the region record page are updated based on the following scenarios:

  • When a top-level region is deleted, the immediate child region becomes the top-level region in the hierarchy.
  • When a second-level region is deleted, the associated child region becomes linked to the top-level region. This works similarly for different hierarchy depths.
  • When a region name is updated, the Region Name field in the parent region’s record is also updated. Additionally, the Parent Region field and the Region Hierarchy Name Chain are updated in the immediate child region's record.
  • When a child region is deleted, the next immediate child region in the hierarchy takes its place.
Notes:
  • The Region Hierarchy Name Chain field uses '->’ as a delimiter. If you include this delimiter in a region name, it is automatically replaced with ‘->’ in the Region Hierarchy Name Chain field.
  • The Region Hierarchy Name Chain field has a maximum character limit of 255. Beyond this limit, region names are truncated.