Hierarchy/Taxonomy Sidebar - Precisely_EnterWorks - EnterWorks - 11.0

The New UI's Hierarchy/Taxonomy sidebar is used for most tasks associated with maintaining taxonomies and hierarchies, including:

• Creating hierarchies.
• Editing and deleting hierarchies and taxonomies.
• Node management for hierarchies and taxonomies.
• Assigning category attributes and records to nodes.

To open the Hierarchy/Taxonomy sidebar, open the repository in a Repository View, and select Hierarchy on the Repository View's activity bar.

The Hierarchy/Taxonomy sidebar consists of:

• Hierarchy/Taxonomy dropdown: Use the dropdown menu to select the hierarchy or taxonomy you want to manage.
• Option: Whether you want to only display the records attached to the node or if the records attached to the children or parent nodes will also be displayed.
• The selected hierarchy's or taxonomy's node tree.

Selecting the desired taxonomy or hierarchy in the Hierarchy/Taxonomy dropdown menu causes the hierarchy/taxonomy's first level nodes to be displayed.

Selecting a hierarchy or taxonomy node will cause the Repository View to display only the records assigned to that node. If the selected node has no records assigned to it, no records will be displayed. If a taxonomy is being viewed, the taxonomy attribute field of the records shown indicate the selected node.

If a hierarchy or taxonomy node is selected, a filter box will be added to the Repository View's filter bar that indicates which nodes' records are currently being displayed. If you hover over the filter term, the node's taxonomy/hierarchy will be displayed. To remove the filter and return to viewing all records, close the filter box.