Making Changes Interactively

You can make changes interactively to a list or hierarchy viewpoint.

Best Practice

If you need to make mass changes to a viewpoint, it’s a best practice to download the viewpoint to Excel, make mass updates in the spreadsheet, and then load the changes to the viewpoint using a request. For more information, see Making Changes Using a Load File.

To make changes interactively to a view:

1. Open the view that you want to make changes to.
2. Open a draft request or create a new request.

Videos

Your Goal	Watch This Video
Learn about making changes with requests.	Managing Complex Data Changes With Requests

See these topics to make changes to a list viewpoint:

• Adding a Node to a List

• Deleting a Node

• Updating Node Properties

• Searching for Nodes

See these topics to make changes to a hierarchy viewpoint:

• Adding a Top Node

• Selecting a Top Node

• Adding a Node to a Hierarchy
• Inserting a Node
• Moving a Node
• Reordering a Node
• Removing a Node
• Deleting a Node
• Updating Node Properties

• Searching for Nodes