You can add, move, and remove code values in the hierarchy to define hierarchy relationships between code values.
Before you create a hierarchy, define the hierarchy model. The hierarchy relationships that you can create and the code values that you can use depends on the hierarchy model.
In the
Explore
panel, select a hierarchy and click
Open
.
The hierarchy opens in a new tab.
Click
Lock
.
A draft version of the hierarchy is created, and the hierarchy is locked for other users.
Click
Hierarchy
.
The hierarchy page appears.
To add code values as top-level nodes, perform the following actions:
Click
Add Hierarchy Value at the Top Level
.
The
Add Code Value
dialog box appears.
To view all available code values, in the
Search
field, enter
*
.
Select the code values that you want to add, and click
Add
.
To add code values as child nodes, perform the following actions:
Hover over the top-level node for which you want to add a child node, and click
Add
.
The
Add Code Value
dialog box appears.
To view all available code values, in the
Search
field, enter
*
.
Select the code values that you want to add, and click
Add
.
To move a node, select a code value and drag the code value to a new location.
To remove a node, select a code value and click
Remove
.
To send your changes for approval, perform the following actions:
Click
Submit
after you finish adding code values to the hierarchy.
The
Send for Approval
window appears.
Set the priority, due date, and optionally add a comment.
In the
Compare Versions
section, review your proposed changes.
Click
Send for Approval
.
You receive an email notification confirming that you successfully sent the approval request. Users assigned the Business Steward stakeholder role for the asset or the
Reference 360
Business Steward role are notified of the task. The task appears in the
Workflow Inbox
tab.
Users assigned the Reference 360 Planner role and the Planner stakeholder role for a hierarchy can send their proposed changes for approval or directly publish their changes without approval.
To cancel the approval request, perform the following actions:
Click
Cancel Approval Request
.
A confirmation dialog box appears.
Click
OK
.
The hierarchy is reset to the draft state. To unlock the hierarchy, you must discard the draft.
The following image shows an example hierarchy:
When you sort a hierarchy that contains multiple child nodes in a parent node, the code values are sorted based on the category of child nodes. For example, if a parent node has two categories of child nodes such as CRM country codes and ISO country codes, sorting is applied on each child node category.
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