Manage Hierarchy Record Assignments

The Hierarchy Manager can be used to manage Hierarchies that have been configured with at least one node. If the Hierarchy has not been configured, see the Precisely EnterWorks Classic System Administration Guide for instructions on configuring a Hierarchy.

Assign Records using the Hierarchy Manager

To assign records to a Hierarchy node via the Hierarchy Manager:

Open the Hierarchy in the Hierarchy Manager, see Hierarchy Manager.
Expand the Current Hierarchy Node Tree as necessary to find the desired node.
Toggle the Product toggle to On, (toggle it to green). The Current Hierarchy Node Tree will display the records assigned to a selected node.
Select the Source Hierarchy tab in the Source Pane (on the far right), then select the desired Hierarchy or the Taxonomy from the Hierarchy dropdown list. The selected Hierarchy will be displayed as the Source Hierarchy Node Tree. Note that the Source Hierarchy Node Tree may be the same Hierarchy that is loaded as the Current Hierarchy Node Tree. This allows the user to replicate node structures in a Hierarchy.
Expand the Source Hierarchy Node Tree as necessary to find the desired node and its assigned records.
Expand the Current Hierarchy Node Tree as necessary to find the node the records will be assigned to.
Drag and drop selected records from the Source Hierarchy Node Tree to the node in the Current Hierarchy Node Tree. When dragging and dropping records, drag them over the desired node and wait for the node name to be highlighted with a green box before releasing the records. It might take a second or two. When the records have been successfully assigned, a green status pop-up window will briefly appear at the bottom of the screen indicating that the records have been successfully added. Alternatively, select the Saved Set tab in the Source Pane (on the far right). All the records in the repository will be displayed in the Center Pane in a Repository View and the Saved Set Sidebar will be opened on the right. Selecting a Saved Set will cause its records to be displayed in the Center Pane. A Filter Term box will appear in the Center Pane’s Activity Bar, indicating the records displayed are from the selected Saved Set.
Select records from the Center Pane, then drag and drop them to the node in the Current Hierarchy Node Tree to which they will be assigned.
The records will now be assigned to the node in the Current Hierarchy Node Tree.
When you are finished modifying the Hierarchy’s node tree, clear the cache and refresh displays to ensure changes to the Hierarchy have been propagated throughout the system and displays are accurately reflecting system status.

Assign Records using the Hierarchy/Taxonomy Sidebar

To assign records to a Hierarchy node:

Open the repository's Hierarchy/Taxonomy Sidebar, (see Hierarchy/Taxonomy Sidebar).
Select the desired Hierarchy. Its node tree will be displayed.
Selecting a Hierarchy 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.
- A filter box will be added to the Repository View’s Filter Bar that indicates which node’s records are currently being displayed. Hovering over the filter term shows the node’s Hierarchy.
- The records shown in the Repository View can also be filtered through using the Filter button on the Repository View’s Activity Bar’s More dropdown list.
- 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.
Select one or more records, grab them by clicking and holding the Move icon on one of the selected records, then drag and drop the records onto the desired Hierarchy node. The records will be assigned to that node.
To return to viewing all the records in the repository, close the Filter Term box by clicking its Close icon .
When you are finished modifying the Hierarchy’s node tree, clear the cache and refresh displays to ensure the change to the Hierarchy has been propagated throughout the system and displays are accurately reflecting system status.

Move or Reassign Records

To move or reassign records from one Hierarchy node to another via the Hierarchy Manager:

Open the Hierarchy in the Hierarchy Manager, see Hierarchy Manager.
Expand the Current Hierarchy Node Tree as necessary to find the desired source node.
Toggle the Product toggle to On (it will be green). The Current Hierarchy Node Tree will display the records assigned to nodes.
Drag and drop the desired record from the source node to the destination node. The record is now associated with the destination node.
When you are finished modifying the Hierarchy’s node tree, clear the cache and refresh displays to ensure changes to the Hierarchy have been propagated throughout the system and displays are accurately reflecting system status.

Remove Records From a Hierarchy Node

To remove records from a Hierarchy node:

Open the repository's Hierarchy/Taxonomy Sidebar, (see Hierarchy/Taxonomy Sidebar).
Select the desired Hierarchy. Its node tree will be displayed.
Select a Hierarchy node. This 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.
Select the records you want to remove from the node, hover over the rightmost trashcan icon on Hierarchy/Taxonomy Sidebar's Activity Bar to make sure you have the proper icon -- it should say "Remove Items" or "Remove Records", and click the icon .
A confirmation dialog will appear. To remove the records from the node, click "Yes".
To return to viewing all the records in the repository, close the Filter Term box by clicking its Close icon .
When you are finished modifying the Hierarchy’s node tree, clear the cache and refresh displays to ensure the change to the Hierarchy has been propagated throughout the system and displays are accurately reflecting system status.