Inserting Nodes and Related Nodes

Inserted nodes can be from:

  • A list node set
  • A different hierarchy set
  • The same hierarchy set if the hierarchy set allows shared nodes

You perform the insert by using the Insert Here menu option from the target parent or by dragging and dropping the nodes from another viewpoint in side by side layout or from a draft request item.

For example, your company hires five new employees who all report to the same manager. The new employees are working in five different locations. You can add the five new employees to the manager in one viewpoint and then drag and drop each new employee to the appropriate office in a different viewpoint.

When inserting nodes from a hierarchy viewpoint, you can insert a single node or you can insert related nodes:

  • Node and children

  • Node and descendants

  • Bottom nodes

Note:

Related node options are only available if the selected node has descendants in the hierarchy.

Drag and Drop

To insert nodes by drag and drop from another viewpoint:

  1. Open a view and click Create Request.
  2. Click side by side layout button (or side by side layout button, depending on your theme) and select two viewpoints for the side by side layout- one that you want to drag nodes from and one that you want to insert the nodes into.

    Note:

    If you have opened a viewpoint in a duplicate tab, you can insert nodes under a different parent in the viewpoint by dragging them from one viewpoint tab to the other. See Using Duplicate Viewpoint Tabs.
  3. Select the node that you want to insert, and then drag and drop it to the target parent.
  4. Select the type of insert and then click OK.

Insert Here Menu

To insert a node using the Insert Here menu option:

  1. Open the view where you want to insert a node.
  2. Open a draft request or create a new request.
  3. Select a node to be the parent of the node you are inserting, click select ellipsis button to the right of the node name, and then select Insert Here.
  4. Select the viewpoint for the node that you want to insert. Viewpoints are filtered to:

    • The current viewpoint if the shared nodes option is enabled.

    • Viewpoints that share the same hierarchy set as the current viewpoint and have shared nodes enabled.

    • Viewpoints in the view that use the same node type as the current view or have source node types that can be converted to node types for the current view.

    Tip:

    If no viewpoints are available:

    • To insert a node from the same viewpoint, make sure that shared nodes is enabled for the viewpoint dimension.

    • To insert a node from a different viewpoint in the view, make sure that the other viewpoint uses the same node type or has a node type converter set up. See Working with Node Type Converters.

  5. In the node selector, select the nodes to insert. You can type the name of a node that you want to insert in the search bar and hit Enter to search for a node directly, or you can click right arrow and drill to the nodes that you want to insert.

    • When inserting nodes from the same viewpoint or a viewpoint with the same node type: You can select multiple nodes to insert. Nodes that you select are indicated by a check mark and added to the Selected tab. Click the X to remove a node from the Selected tab.:
    • When inserting nodes from a source viewpoint with different node types than the target: You can select a single node to insert and any related nodes. Click select button next to the node and then select the type of insert:
      • Node Only
      • Node and Children
      • Node and Descendants
      • Bottom Nodes
  6. Optional: By default, the node description is displayed next to the node name in the node selector. Click Show Node Property show node property to select a different property to display in the node selector. The properties that you have configured to be displayed as columns in the viewpoint are available to select. See Configuring How a Viewpoint Displays Properties.
  7. When you have finished selecting nodes, click OK to close the node selector.
  8. Click OK.