Editing Nodes

Each node in a hierarchy can be edited independently of the other nodes, and has its own Edit menu to facilitate this - .

Figure 1 - The Edit menu for a node

• View and Edit details - here you can view the node id and the label, and edit the label as required.
• Delete - delete the node and any child nodes it may contain.
• Add child node - add a child node to the current node.
• Cut/paste - move child nodes from one higher-level node to another.

Viewing and Editing Node Details

Each node has its own Details overlay showing the node ID and label, and allowing you to edit the label - . To open this overlay, click on the edit icon for the node and select View and Edit details.

Figure 2 - Example of a Node Details overlay

Note: If the end user has been allocated the possibility to edit node attributes (refer to the separate Hierarchy Management documentation for further details), then this overlay will contain additional editable fields. The number and details of the additional fields will depend on the hierarchy setup.

Deleting a Node

1. Click on the Edit icon for the node to open the Edit menu, and select Delete.

An overlay opens asking you to confirm the deletion - .



Figure 3 - The confirmation overlay

If the node you are deleting has child nodes then a warning is displayed to ensure you are aware of this.

Note: If contacts are assigned to the node or any of its child nodes, you will not be allowed to delete the node. You must first move (go to Moving Contacts Between Nodes for more information) or delete (go to Deleting Contacts for more information) all contacts assigned to the node or any of its child nodes.

2. To confirm the deletion click Delete node.

Adding a Child Node

You can add child nodes to existing nodes in any location within the hierarchy. Note that you cannot add a node such that it becomes another “top-level” node.

1. Find the node into which you wish to add a child node.
2. Click on the Edit icon for the node to open the Edit menu, and select Add child node.

The Add child node overlay opens - .



Figure 4 - The Add child node overlay

3. The Node ID must be unique for the hierarchy. Type in an ID, or leave the field empty if you want the system to generate an ID automatically.
4. Type in the label you wish to use for the node.
5. Click Save.

The child node is created and added to the hierarchy

Cutting and Pasting Nodes

Once the hierarchy is created, you can move nodes around using the cut-and-paste functionality. Note that you can only paste nodes into other nodes; you cannot move a node such that it becomes another “top-level” node. Also, you cannot re-order the child nodes within a parent node.

1. Click on the Edit icon for the node to open the Edit menu, and select Cut.

The node (including any child nodes it may contain) is grayed out.

2. Click on the parent node into which you wish to paste the node.
3. Click Paste.

The node (and any child nodes it may contain) is pasted into the selected node. Note that the incoming node will be pasted below any other child nodes that are already in the selected parent node.

All contacts in the node and any child node it may contain will automatically be moved along with the node(s). The Total and Direct count values will be updated on completion of the move.