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Creating hierarchies

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

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

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

The hierarchy is reset to the draft state. To unlock the hierarchy, you must discard the draft.

The following image shows an example hierarchy:

The hierarchy displays the North America code value and South America code value as top-level nodes. The North America code value contains child code values, including Canada and USA.

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.

Manage hierarchies

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