Adding hierarchy items to a category

Article:HOWTO62313  |  Created: 2011-12-13  |  Updated: 2014-05-19  |  Article URL
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Adding hierarchy items to a category

In Process Manager, on the Admin tab, you can add items in the data hierarchy. Hierarchy items refer to the data items that exist in a hierarchy category.

See About data hierarchies.

See Admin tab.

To add hierarchy items to a category

  1. In the Process Manager portal, on the Admin tab, click Data > Hierarchy Data Service.

  2. Under Hierarchy Tree, click on the category to which you want to add an item.

  3. At the far right of the Hierarchy title bar, click the Actions symbol (the orange lightning symbol), and then click Add Hierarchy Items.

  4. In the Add Hierarchy Items dialog box, in Add New Hierarchy Item, type one or more hierarchy items.

    To add multiple items, press the Enter key after each item.

  5. When you finish adding hierarchy items, click Add Items.

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