Create or Edit Hierarchical Code Set Codes with the Detail Editor - Precisely_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
Warning: Editing a code set, hierarchy, or taxonomy can affect existing attribute values dependent on the upon them. If an active code is deactivated, any attribute values that have that value will be flagged as invalid. If you modify an existing code, you will have the option to update existing attributes in repositories that use the code set with the new values or to have them retain the old values.

Taxonomies and hierarchies are hierarchical code sets. They have a tree format. The codes are nodes and they can have sub-codes.

To create or edit a hierarchical code set's codes:

  1. Log into the Classic UI as a user with administrative privileges.
  2. Open the Feature sidebar, open Model, and select Taxonomy or Hierarchy.
  3. The folders holding the taxonomies or hierarchies are listed across the top of the tab. Open the folder holding the desired taxonomy or hierarchy and select it.
  4. Open the Action dropdown and select Edit. The code set will be opened in the Taxonomy or Hierarchy editor.
  5. Set Source to Detail Editor.
  6. Click Next to open the Detail editor.
  7. The Detail editor will appear. It displays the codes for one level of the code set at a time.
    • To change the level of codes displayed, use the Level Up and Level Down buttons.
    • To add a code, click Add. To edit a code, select it and click Edit. The Code editor will appear:
      • Code Detail Id: This value is automatically generated and cannot be edited.
      • Code: Typically an internal system code. All levels of the node path will be displayed. You can only edit the code for the level you are on.
      • Description: Typically a description that is easy for people to read.
      • Active Indicator:
        • Active: The code is available to be used.
        • Inactive: The code is not selectable by users. Attributes containing this value will be flagged as invalid.
        • Pending: The code is not selectable by users. Attributes containing this value will be flagged as invalid.
      • Parent Code: The code's ancestor codes.
      • Allow Assignment to Node: Whether records can be assigned to the node.
      When you are finished editing the code, click Save.
    • To delete a code, select it and click Delete.
    • To split a code into two codes, select the code and click Split. The Split Code editor will appear. First you will create the new codes, then you will assign the original code's descendents to them.
      1. Create the new codes in the Split the Above Code to the Following New Codes list:
        • To add a code, click Add, then configure the code.
        • To edit a code, click Edit, then configure the code.
        • To delete a code, select it, then click Remove.
      2. Click Next.
      3. The Split Next Level Code editor will appear. It contains:
        • Selected Detail Code: The code that is being split.
        • Next Level Codes: The codes in the original code.
        • New Codes (Split): A dropdown menu that allows you to select one of the new codes.
        • Next Level Codes (Split): The codes that will be moved to the selected new code.
      4. Assign the Next Level Codes to the new codes. Use the New Codes (Split) list to select a new code, then use the arrow buttons to move codes from the Next Level Codes list to the Next Level Codes (Split) list. You can switch between the new codes without saving your changes. All the codes in the Next Level Codes list must be assigned to a new code before you can save your changes.
      5. When you are finished assigning codes, click Save.
    • To merge two or more codes into one, select the codes, then click Merge.
      • The Merge Codes editor will appear. Click Edit and configure the new code. When you are finished, click Save to return to the Merge Codes editor.
      • Click Save.
    • To reorder the codes in a level, select the codes and use the Up and Down buttons to move them to new location. When you are finished moving the codes, click Save Order.
    • When you are finished editing the codes, click Finish to save your changes.