Viewing Approval Unit Hierarchy Usage

Approval unit hierarchies might have dependencies such as approval unit assignments or data validation rules which are defined in forms. If dependencies exist for an approval unit hierarchy, the hierarchy can't be deleted until the dependencies are removed. The Usage tab enables you to view approval unit hierarchy dependencies and links you to the forms or scenario and version combinations so you can remove the dependencies, if needed.

To view approval unit hierarchy usage:

1. Click the Navigator icon , and then under Workflow, click Approval Unit.
2. Select an approval unit hierarchy, then click , and then select the Usage tab to view approval unit hierarchy dependencies.
3. Select Forms to view associated data validation rules:

   • If no data validation rules are associated, a message is displayed.

   • If data validation rules are associated, they are listed by form. Click the rule hyperlink to display the form in edit mode in a new tab. You can then update or delete the data validation rule to disassociate it from the approval unit hierarchy. See Creating and Updating Data Validation Rules.

4. Select Approval Unit Assignment to view associated scenario and version combinations:

   • If no scenario and version combinations are associated, a message is displayed.

   • If scenario and version combinations are associated, they are listed by scenario. Click the version hyperlink to display the combination in a new tab. You can then remove the approval unit assignment to disassociate it from the approval unit hierarchy. See Assigning Approval Unit Hierarchy Scenario and Version Combinations.

5. If dependencies are removed during steps 3 or 4, click Refresh on the Usage tab to view the remaining dependencies.
6. If you're deleting an approval unit hierarchy, repeat steps 3, 4, and 5 until all dependencies are removed.

Once all dependencies are removed from an approval unit hierarchy, you can delete the hierarchy. See Deleting and Renaming Approval Unit Hierarchies.