In the Hierarchies screen, you can create Hierarchy Definition upto 15 levels by default. The maximum permissible levels are upto 58 Hierarchies. To create a hierarchy, the Write role should be mapped to your user group.
Note: When an AMHM hierarchy is created, implicitly a UMM Business hierarchy also gets created and will be listed in the Summary window of Business Hierarchy.
To create a Hierarchy definition in the Hierarchies screen:
Select the 
button
in the Hierarchies toolbar. Add
button is disabled if you have selected any checkbox in the grid.
The New - Hierarchy Details
screen is displayed.
Select Dimension from the drop-down list. The selected Dimension from the New - Hierarchy Details screen is displayed as the default dimension for which member has to be defined. Enter the Hierarchy Properties as tabulated:
Field |
Description |
Fields marked in red asterisk (*) are mandatory. |
|
Name |
Enter the Name of the Hierarchy. |
Description |
Enter the required Description for the Hierarchy. |
Folder |
Select the Folder where the hierarchy is to be stored from the drop down list. The Folder selector window behavior is explained in User Scope section. Click Note: You can select Segment/Folder Type as Private and the Owner Code as your user code only. |
Access Type |
Select the Access Type as Read Only or Read/Write.
Note: A user with Phantom and Write role can modify or delete the hierarchy even though the access type is selected as Read-only.
|
Automatic Inheritance |
|
Display Signage |
Click Yes to display the Signage to the right hand side of the member in the Show hierarchy panel. Else, click No. |
Show Member Code |
Select from the drop down list as one of the following:
|
Initial Display Level |
Select the Initial Display level from the drop down list. |
Orphan Branch |
Click Yes to display the Orphan Branch in the Show Hierarchy panel. Else, click No. |
To add Child under the Show Hierarchy tab:
Right-click in the Show Hierarchy tab.
Select Add Child option and the Add Member screen are displayed.
Select the required Member and click 
.
The Member is displayed in the Selected Members panel. Click 
to select all Members which are shown
in the Show Members pane.
Click 
to select
all nodes/ members in the server.
You can click 
to deselect
a Member or click 
to deselect
all the Members. You can also Click 
to search for the required member using Alphanumeric code, Numeric Code,
Name, Description, Attribute Name, or Attribute Value.
You can also click 
button to toggle the display of Numeric Code left, right, or name and
click 
button to display Alphanumeric
Code left, right, or name.
Click OK. The selected Member is displayed as Child under Show Hierarchy panel in the New - Hierarchy Details screen.
To add Sibling:
Right-click on the Child and select the option Add Sibling. The Add Member screen is displayed.
Select the required Member and click .
The Member is displayed in the Selected Members panel. You can
click to select all
Members which are shown in the Show
Members pane. Click to
select all nodes/ members in the server.
You can click to deselect
a Member or click to deselect
all the Members. You can also Click
to search for the required member.
Click Apply. The selected Member is displayed as Sibling below the Parent under Show Hierarchy panel in the New - Hierarchy Details screen.
To add Leaf under a Parent, Child, or Sibling:
Right-click the Parent or Child and select Add Leaf. The Add Member screen is displayed.
Select the required Member and click.
The Member is displayed in the Selected Members panel. You can
click to select all
Members which are shown in the Show
Members pane. Click to
select all nodes/ members in the server.
You can click to deselect
a Member or click to deselect
all the Members. You can also Click
to search for the required member.
Click Apply. The selected Member is displayed as Leaf below the Parent or Sibling under Show Hierarchy panel in the New - Hierarchy Details screen.
To define Level Properties:
Select Level Properties from the options under Parent, Child, Sibling or Leaf and the Level Properties screen is displayed.
Enter the valid Name and Description in the respective fields.
Click OK and the Levels defined are displayed in the dropdown in Initial Level Display field in Hierarchy Properties grid in New - Hierarchy Details screen.
To cut and paste Child or Sibling:
Right-click on any node and select Cut.
Right-click on any node and Paste as Child or Paste as Sibling.
To Delete and Undelete:
Right-click on the node to be deleted and select Delete Node.
The node deleted is stroked out.
Right-click and select UnDelete to cancel deletion of the node.
To add Child / Sibling / leaf:
Right-click on any node and select Create and add Child. The New - Member Details screen is displayed. For more information, refer Add Member Definition.
Right-click on any node and select Create and add Sibling.
Right-click on any node and select Create and add leaf.
To View the Member Properties and Member Attributes of a node in the Show Hierarchy panel:
Click < button and the Member Property grid is displayed.
Click on a Member. The properties such as Alphanumeric code, Numeric Code, Name, Description, Enabled, Is Leaf, Created By, Creation Date, Last Modified By, Last Modification Date, Attribute, and Value of the selected Member are displayed in the Member Properties and Member Attributes grids.
In the Hierarchies screen you can also:
Click 
or 
to expand or collapse the members
under a node.
Click 
or 
to expand a branch or
collapse a branch.
Click 
or 
to focus or unfocus a selected node
except the root node.
Click
or to toggle the display
of Numeric Code or Alphanumeric code at left of the nodes, right of
the nodes or to hide.
Click 
button to view the Advanced Properties of the nodes.
Click Save in the New - Hierarchy Details screen to validate and capture the entries.
The Audit Trail section at the bottom of the screen displays the metadata about the Hierarchy with the option to add additional information as comments. The User Comments section facilitates you to add or update additional information as comments.