Generating an Ad Hoc Hierarchy (CX)
Suite
Customer Experience
Product
Qualtrics
What's on this page
Qtip: CX Hierarchies are only available to CX licenses with tickets included. If you’re interested in this feature, reach out to your Account Executive.
Qtip: CX Hierarchies and EX Hierarchies are very similar, but have some key differences. If you are an EX client, please see Generating an Ad Hoc Hierarchy (EE) instead.
About Ad Hoc Hierarchies
An Ad Hoc hierarchy is a hierarchy that you build from scratch inside the platform, without relying on pre-set metadata.
Warning: While this option may seem easier, we recommend that you read up on Parent-Child hierarchies and Level-Based hierarchies to determine if either of those options better fit your organization’s structure. Check out a basic comparison of your options on the Hierarchies Basic Overview page.
Generating an Ad Hoc Hierarchy
Navigate to the User Admin tab.
Navigate to the Org Hierarchy section.
Click Create Org Hierarchy.
Type a Name for your hierarchy.
Under Type, select Ad Hoc.
Click Create.
Once your Ad Hoc hierarchy is created, you will use the methods described on the following support pages to build your units and assign your users from scratch:
FAQs
How do I make sure that leading zeroes are included in my CSV/TSV file?
How do I make sure that leading zeroes are included in my CSV/TSV file?
Many spreadsheets will eliminate the leading zeroes in a cell. For example, if you have an employee with the ID "0001435," this will be automatically shortened to "1435." If those leading zeroes are necessary to how your company formats an employee ID, this can create issues when you try to upload information to another system.
Thankfully, there are solutions to ensure your leading zeroes are not removed. If you add this formatting to your file, be careful not to re-open the CSV before importing it to Qualtrics, or you may lose your formatting.
Thankfully, there are solutions to ensure your leading zeroes are not removed. If you add this formatting to your file, be careful not to re-open the CSV before importing it to Qualtrics, or you may lose your formatting.
Is this feature compatible with data models?
Is this feature compatible with data models?
No, this feature is not compatible with data models. See a full list of incompatible features.
Can I automate changes to my CX org hierarchy?
Can I automate changes to my CX org hierarchy?
Yes! Create a workflow using the Load Users into CX Directory task. Detailed steps can be found on the linked page.
That's great! Thank you for your feedback!
Thank you for your feedback!