Add a Hierarchy Node or Change its Metadata - Precisely_EnterWorks - EnterWorks - 11.0

EnterWorks Guide
Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks
Precisely EnterWorks > EnterWorks
Version
11.0
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Guide
Copyright
2024
First publish date
2007
Last updated
2025-01-07
Published on
2025-01-07T07:44:20.997000
Metadata properties can be added or changed from a repository's Hierarchy tab. It is necessary that the codeSet_metadata type repository is already configured and attached to the hierarchy.
  • Profile name (suggested): <name>HierarchyProperties
  • Profile type: CODE_SET_METADATA
  • Metadata repository name (suggested): <name>HierarchyProperties

To add a hierarchy node or change an existing node's metadata:

  1. Log into the Classic UI as a user with administrative privileges.
  2. Open the repository by opening the Feature bar, opening the folder holding the repository, and selecting the repository.
  3. Open the Hierarchy tab.
  4. Use the Choose Hierarchy dropdown menu to select the desired hierarchy.
  5. Select the Edit icon to open the hierarchy for editing.
  6. The Hierarchy Editor will open. Open the Node editor:
    • To add a node, select the desired parent node and click the Add button. A new node will appear in the node editor.
    • To edit a node's metadata, double-click the desired node. The node will appear in the node editor.
  7. Edit the node's metadata:
    • Name: The node's name.
    • Description: A description of the node.
    • Active Indicator: Whether or not the node is active.
    • Allow Assignment to Node: Whether or not to allow records to be assigned to the node.
  8. When you are done editing the node's metadata, click the checkmark.
  9. When you are done editing the node, click Save.
  10. Open the <name>HierarchyProperties repository to verify that the node is configured as desired.