Creating a Hierarchy of Quote Functions

You can build a three-level hierarchy of parent functions, subfunctions, and child subfunctions. To build a hierarchy of quote functions, follow this procedure.

To create a hierarchy of quote functions

1. Navigate to the Quotes screen, then the List view.

2. In the Quotes list, query for a quote.

3. In the quote record, click the link in the Name field.

4. In the Functions list, add a function record, and complete the fields.

   Some fields are described in the following table.

   Field	Comments
   Function Type	Select 24 Hour Hold to make the record a space hold function.
   Function Space	Select a function space to associate with the function. Available function spaces for subfunctions are constrained to subdivisions of the parent function space.
   Detail	Select to indicate the detailed parent function. Note: For functions for which the Detail check box is not selected, you can define only one hierarchical level, for example, function, then subfunction.

5. Build a hierarchy of function, subfunction, and child subfunction records using the following methods:

   • Click the Move up and Move down buttons to position a function under the detailed function record. Click the Demote one level button once to indent the function under the detailed function and make it a subfunction. Click the Demote one level button twice to indent the function under a subfunction and make it a child subfunction.

   • Select the primary function and click the Sub Function button to build a hierarchy of subfunctions under the detailed function in the Create Agenda Sub Function dialog box. Select a subfunction and click the Sub Function button to add a child subfunction under the current subfunction in the Create Agenda Sub Function dialog box.

For more information about building a hierarchy of subfunctions and child subfunctions under a detailed function, see Detailing a Function.