Manage Entity Hierarchy
After the hierarchy configuration is completed, all the added
entities appears in the Manage Entity Hierarchy page. On the Manage
Entity Hierarchy page, you can add entity data values in the system.
After the Hierarchy Configuration is set, all the entity added
appears in the Manage Entity Hierarchy window. Manage Entity Hierarchy
enables system administrator to add entity data values in the
system.
Manage Entity Hierarchy is comprised of two tabs,
which includes:
· Manage Hierarchy Data
· View
Hierarchy Structure
To access manage
entity hierarchy:
Go to Configuration > Manage Entity Hierarchy.

Manage
Hierarchy Data
In the Manage Hierarchy Data tab, all the available entities
are listed on the left panel. You can view, add, and manage hierarchy
data in the system.
For example, you can add
new entity to the existing hierarchy (organization and enterprise).
Below procedure will explain you how to add hierarchy data
in the system.
To add new entity in the hierarchy data:
1. Select
Manage <Entity Name>, the list of
data values for that entity is displayed.
2. Click
Add New.
3. In
the Add New field, specify the name of hierarchy
data value.
4. Then,
click Add, the new entity is added to the database and
a message appears as Information updated successfully.
NOTE:
|
· Every
Hierarchy Data row has edit/delete action links.
· Entity/Hierarchy
data table equals the number of properties of the entity. |
The different fields available
for entity are explained in the following table:
Entity Name |
Description |
<Entity Name> field |
Indicates the name of the entity in the hierarchy |
Actions |
Following actions can be performed:
Edit: Click Edit to
edit the hierarchy data value.
Delete: Click Delete to
delete the hierarchy data value. |
Add New |
Allows to add new hierarchy in the system. |
Update |
Use this to update the new hierarchy data value |
Cancel |
Use this to abort the operation and discard
the changes. |
Editing
or Deleting Hierarchy Data
System administrator can edit the hierarchy data. Each Hierarchy
Data except the level 1 entity is associated with the hierarchy
data of its parent entity. Every Hierarchy data row contains Edit
and Delete links.
To edit the hierarchy data:
1. Select
Manage <Entity Name>.
The list of data values associated with the entity is displayed.

2. Click
the Edit link corresponding
to the entity. The data panel auto-populates all the controls
with the corresponding property values.
3. From
the Associate Parent Entity
drop-down, select the parent entity.
4. Click
Update to save the changes.
If required, click Cancel
to discard the changes.
To delete the hierarchy data:
1. Select
Manage <Entity Name>.
The list of data values associated with that entity is displayed.
2. Click
the Delete link corresponding
to the entity for which you want to delete the hierarchy data.
3. A
confirmation window is displayed. Click Delete.

View
Hierarchy Structure
View Hierarchy Structure tab displays the entire structure of
the entities and their corresponding data. Each column indicates
the available entities in the system. The entities on the left
side is level 1 and the entities on the right side (except Profile
column) is the last level of an entity.
Rows represent the entity data according to
their parent-child association. Mapped profiles are also
a part of this structure.

To view hierarchy structure:
1. Click
View Hierarchy Structure. The
entire structure of the entities and their corresponding data
is displayed.
· <Organization>: Displays
the name of the entity in the hierarchy
· <Department>: Displays
the name of the entity in the hierarchy
· <Company>: Displays the
name of the entity in the hierarchy
· Profile: Displays the mapped
profile to the entity in the hierarchy
2. Click
Refresh to view the latest changes in table. |