Copying Hierarchy Definition

The Copy Hierarchy Definition facilitates you to quickly create a new Hierarchy Definition based on the existing attributes or by updating the values of the required hierarchies.

To copy an existing Hierarchy Definition in the Hierarchies window:

1. Select the checkbox adjacent to the Hierarchy name whose details are to be duplicated.
2. Click the Copy button in the Hierarchies toolbar to copy a selected Hierarchy definition.
   The Copy button is disabled if you have selected multiple Hierarchies. The Copy – Hierarchy Details window is displayed.

   In the Copy – Hierarchy Details window you can click the Search button to search for a member using the Alphanumeric Code, Numeric Code, or Member Name in the Search dialog.

3. In the Copy – Hierarchy Details window you can:
   • Create new hierarchy definition with existing variables. Specify a new Hierarchy Name. Click Save.
   • Create new hierarchy definition by updating the required variables. Specify a new Hierarchy Name and update the required details.

     For more information, see Add Hierarchy Definition.

4. Click Save.
   The new Hierarchy definition details are displayed in the Hierarchies window.