Copying a Viewpoint

You can copy an active viewpoint to create a new viewpoint. You can copy the nodes from the viewpoint as well as the relationships between node types if copying from a hierarchy viewpoint. If you want to retain a version of a viewpoint you can copy it and make it read only.

Considerations

  • When a viewpoint is copied, any associated data grants and approval policies for data objects are also copied.

  • If you just want to limit node and property actions for a specific user with the same hierarchy you have in a viewpoint, instead of copying the viewpoint, you could make a new viewpoint using the same node set but set the permissible actions and editable properties to limit the node and property actions in the new viewpoint.

  • If you open a viewpoint in a duplicate tab, you cannot copy the viewpoint from the duplicate tab. You can copy the viewpoint from the original tab only. See Using Duplicate Viewpoint Tabs.

Copying Nodes

If you copy nodes:

  • Node types from the original viewpoint are copied to create new node types to be used in the new viewpoint's node set.

  • Nodes in the original viewpoint's node types are copied to the new node types in the new viewpoint.

If you copy nodes for a hierarchy viewpoint, you must also copy relationships.

Note:

If you do not copy nodes, the node types from the original viewpoint are used in the new viewpoint's node set.

Copying Relationships

If you copy relationships from a hierarchy viewpoint:

  • The hierarchy set from the original viewpoint is copied to create a new hierarchy set for the new viewpoint. All relationships in the original hierarchy set are copied to the new hierarchy set.

  • The node types based on the copy nodes option are used by the new hierarchy set.

Creating a New Viewpoint Based on Copy Options

The following tables show how the data chain for a new viewpoint is created depending on the copy options that you select when copying a viewpoint.

For example, if you select to copy relationships only from a hierarchy viewpoint, then:

  • A new node set is created.

  • A new hierarchy set is created.

  • The original node types from the copied viewpoint are used.

Table 15-2 Copy Hierarchy Viewpoint

Copy Nodes Copy Relationships Node Set Hierarchy Set Node Type

Yes

Yes

New

New

New

No

Yes

New

New

Original

No

No

New

Original

Original

Note:

When you copy a hierarchy viewpoint, you cannot copy nodes only.

Table 15-3 Copy List Viewpoint

Copy Nodes Node Set Node Type

Yes

New

New

No

New

Original

Binding Considerations When Copying Viewpoints

When you copy a bound viewpoint, the options that you select for copying nodes and relationships affect the binding status of the data objects in the new viewpoint, as follows:

  • If you do not select copy nodes or copy relationships, the new viewpoint is fully bound. You can use this to create a filtered view using a new node set. Any updates that are made in the copied viewpoint will affect your production data.
  • If you copy relationships but not nodes, the viewpoint is node type bound. This is useful for creating what-if scenarios for alternate hierarchies. For example, you can model a reorganization of employees by copying the relationships but not the nodes in a viewpoint. Because the viewpoint is node type bound, changes made to the nodes (for example, an employee change of address) would affect your production data, but changes made to the relationships (for example, moving employees to a different manager) would not.
  • If you copy both relationships and nodes, the new viewpoint is completely unbound. This is useful to create "sandbox" environments that let you freely model all changes without affecting your production data. You can use also use this option for versioning purposes.

Copying a Viewpoint

To copy a viewpoint:

  1. From Views, open an active view.

  2. Select a viewpoint.

  3. Place your cursor to the right of the viewpoint name, then click the menu icon select menu, and then select Copy.

  4. Define the name and description for the viewpoint, select whether to copy nodes and relationships (hierarchy viewpoint only), and then click Copy.

    The viewpoint is created and ready for you to work with.