Organization Hierarchy Actions

Each node and its child nodes in an organization hierarchy tree can be moved, copied, or deleted using the Actions dropdown menu that appears when you select a node, or by opening a node's details page and going to the General tab > Actions. 

To add an organization hierarchy node:

1. Open the Entities menu, then click Group Definitions.

2. Click a node in the Organization Hierarchy tree. Any child nodes that are available appear in the child hierarchies section.

3. Optional: To move all the child nodes of a node, open the organizational hierarchy tree. Click Actions, then click Cut.  Select the node you want to move the nodes to, then click Paste from the Actions dropdown. 

4. Optional: To move a child node, select the node. Click Actions, then click Move To, and then click Go. Select a hierarchy and click OK.

To delete an organization hierarchy node:

1. Open the Entities menu, then click Group Definitions.
2. Click a node in the Organization Hierarchy tree.
3. Perform one of the following actions: 
   • To delete a root node, select a node in the organization hierarchy tree. Click Actions, then click Delete. 
   • To delete a child node,  select a node. Click Actions, then click Delete. Click Go a This provides the ability to retain specific child nodes if you don't want to delete the complete node from the organization hierarchy tree.

To copy and paste an organization hierarchy node:

1. Click Group Definitions on the Entities or Vendors menu.
2. Click a node in the Organization Hierarchy tree. Any child nodes that are available appear in the child hierarchies section.
3. Perform one of the following actions:
   • To copy all the child nodes of a particular node, open the organizational hierarchy tree. Click Actions, then click Copy. Select a desired node to which you want to copy move the node. Click Actions, then click Paste.  
   • To copy a child node, select the node. Click Actions, then click Copy To, and then click Go. Select a hierarchy, then click OK. 

To move an organization hierarchy node:

1. Click Group Definitions on the Entities or Vendors menu.
2. Select a node in the Organization Hierarchy tree. Any child nodes that are available will appear in the child hierarchies section.
3. Perform one of the following actions:
   • To move all the child nodes of a node,  click Actions, then click Cut. Select a node to which you want to move the node. Click Actions, then click Paste.  
   • To move a child node, select the node to open its details. Click Actions, then click Move To, and then click Go. Select a hierarchy and click OK.