The Hierarchy/Taxonomy Sidebar

The Hierarchy/Taxonomy Sidebar can be used for most tasks associated with maintaining Taxonomies and Hierarchies, including: adding, editing, moving, and deleting nodes; and assigning Category Attributes and records to nodes.

Hierarchy/Taxonomy Sidebar

Detail of Hierarchy/Taxonomy Sidebar

The Hierarchy/Taxonomy Sidebar displays the name of the Hierarchy or Taxonomy being displayed, and the nodes of that Taxonomy or Hierarchy.

Selecting the desired Taxonomy or Hierarchy in the Hierarchy/Taxonomy dropdown list causes the Hierarchy/Taxonomy’s first level nodes to be displayed.

Select a Hierarchy or the Taxonomy

Selecting a Hierarchy or Taxonomy node will cause the Repository View to display only the records assigned to that node. If the selected node has no records assigned to it, no records will be displayed. Note that if a Taxonomy is being viewed, the Taxonomy attribute field of the records shown indicate the selected node.

If a Hierarchy or Taxonomy node is selected, a filter box will be added to the Repository View’s Filter Bar that indicates which nodes’ records are currently being displayed. Hovering over the filter term shows the node’s Taxonomy/Hierarchy. To remove the filter and return to viewing all records, close the filter box.

Filtered List of Records Assigned to a Node

The Hierarchy/Taxonomy Sidebar’s Display Option dropdown list allows the user to choose if only the records attached to the node are displayed, or if the records attached to the children or parent nodes are also displayed.

Choose to Show the Node’s Records Only or to Show the Records of the Node’s Parent or Children

The user can access the following functionality by clicking the buttons listed in the Hierarchy/Taxonomy Sidebar’s Activity Bar.

Hierarchy/Taxonomy Sidebar Activity Buttons

The functions will be described more fully in the following sections.

• Manage: Opens a selected Hierarchy in the Hierarchy Manager or opens the Taxonomy in the Taxonomy Manager:. See Manage a Hierarchy or Manage Taxonomy Nodes .
• Add Hierarchy : Allows the user to create a new Hierarchy. See Create a Hierarchy.
• Delete Hierarchy : Allows the user to delete an existing Hierarchy. See Delete a Hierarchy.