Hierarchy Details Panel

The hierarchy details panel displays details of the hierarchy selected currently in the hierarchies list.  Its contents are displayed in one of two modes:

      Hierarchy mode: this is the default mode.

Display of the hierarchy details panel in hierarchy mode is only available when the number of leaf nodes shown is less than or equal to 8.  If the number of leaf nodes exceeds this limit, an informational message is shown, and you are advised to switch to treeview mode.

Each hierarchy node is shown as a block.  Child nodes are shown below their parent.  A selected node is shown as follows:

When you hover over a selected node, a toolbar is displayed:

Add Sibling Node: this option is not available at the top node in the hierarchy.  Invocation creates a node to the right hand side of the selected node at the current hierarchy level.  The new node is named 'Node'.  If 'Node' already exists anywhere within the organization, it is named 'Node 2'.  Note that this numerical value can be incremented if required.

Add Child Node: creates a new child node at the right hand side of the hierarchy level below the selected node.  The new node is named 'Node'. If 'Node' already exists anywhere within the organization, the new node is named 'Node 2'.  Note that this numerical value can be incremented if required.

Remove Current Node: this option is not available at the top node in the hierarchy.  Invocation is protected by an 'Are you sure?' dialog and removes the selected node and all its children.  If an interaction is linked to the removed node, a new link is created between the interaction and the removed node's parent.

      Treeview mode: this mode displays nodes as 'metallic' blocks in an otherwise traditional treeview style.

Within the tree, parent nodes contain child nodes.  All parent nodes are shown as expanded by default.  You can roll up an expanded node if required (you can also expand a rolled up node). 

When you hover over a node, a toolbar is displayed to its right:

Add Sibling Node: this option is not available at the top node in the hierarchy.  Invocation creates a node at the same level of the hierarchy as, and immediately below, the current node.  The new node is named 'Node'.  If 'Node' already exists anywhere within the organization, the new node is named 'Node 2'.  Note that this numerical value can be incremented if required.

Add Child Node: creates a new child node at the hierarchy level below the selected node, after all existing child nodes.  The new node is named 'Node'.  If 'Node' already exists anywhere within the organization, the new node is named 'Node 2'.  Note that this numerical value can be incremented if required.

Remove Current Node: not available at the top node in the hierarchy.  Invocation of this option is protected by an 'Are you sure?' dialog and removes the selected node and all of its children.  If an interaction is linked to the removed node, a link is created between the interaction and the removed node's parent.  If you remove a leaf node such that number of leaf nodes displayed is less than or equal to 8, you are then able to switch display of the hierarchy details panel to hierarchy mode.