Creating a Restricted Hierarchy - EnterWorks - EnterWorks Process Exchange (EPX) - Precisely EnterWorks - 10.5

EnterWorks Classic Administration Guide

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Precisely EnterWorks
Version
10.5
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Classic Administration Guide
Topic type
Configuration
Administration
First publish date
2007

A restricted Hierarchy is similar to a Taxonomy. An attribute in the repository is used to store a record’s Hierarchy node assignment, so a record can only be assigned to one node in the Hierarchy. However, the record can be assigned to nodes in multiple restricted Hierarchies. Each restricted Hierarchy’s node assignment is stored in its own repository attribute. Restricted Hierarchies cannot have category attributes.

A Hierarchy can be set up by any user that has been given permission, but only an Administrator can make the Hierarchy restricted.

To make an existing Hierarchy into a restricted Hierarchy, create an attribute on the repository to capture the Hierarchy node:

  1. On the Feature bar, open the folder of the desired repository, then click the arrow to the right of the repository’s name.

  1. Select Manage Model.

  2. Select the Profile option.

  1. Click the Next button.

  1. Click the New option under the Action menu.

  2. The Define Attribute Details screen will appear.

  1. Enter a Name for the field that will contain the Hierarchy node.

  2. An attribute name is a translatable field. To add translations, simply select the multi-language icon to open the multi-language editor.

  3. Enter a Description (optional) to better describe the attribute.

  4. An attribute description is a translatable field. To add translations, simply select the multi-language icon to open the multi-language editor.

  5. Change the Data Type to VARCHAR.

  6. Enter a numeric value in the Data Size to fit the largest node name.

  7. Select the Group that the attribute will be assigned to.

  8. Select the Associated Group (optional) for the attribute.

  9. Select the restricted Hierarchy name under the Code Set drop-down list.

  10. In the Special Function Ind dropdown, select Category Node Link.

  11. Click the OK button.

  12. Click the Save button.