Create a Hierarchy

To create a Hierarchy for a repository:

  1. Open the repository's Hierarchy/Taxonomy Sidebar, (see Hierarchy/Taxonomy Sidebar).
  2. Click the Add button on the Hierarchy/Taxonomy Sidebar’s Activity Bar.
  3. Add Hierarchy
  4. The Add Hierarchy window opens on the Details page. The configuration options are:
  5. Next
    Property
  6. Properties are optional. They are custom metadata fields that can be added to a Hierarchy. The configuration options for properties are:
  7. Next
    Levels
  8. The levels defined here are what determines the "depth" of your Hierarchy tree. For example, if you define three levels, your Hierarchy will have a parent level, child level, and grandchild level.
  9. When the Hierarchy configuration options have been edited as desired, click the Save button to save the Hierarchy, or click the Cancel button to exit without saving the Hierarchy.
  10. The display will revert to the Repository View’s Hierarchy/Taxonomy Sidebar. If a Hierarchy has been added, it should appear. If the new Hierarchy does not appear, clear the cache and click the Refresh button.
  11. The new Hierarchy does not yet have nodes defined.
  12. Hierarchy/Taxonomy Sidebar
    Hierarchy/Taxonomy