Manage hierarchies

On this page

• Clone a hierarchy
• Export a hierarchy
• Delete a hierarchy

In this article, you will learn how to manage hierarchies in order to keep them well-organized.

Clone a hierarchy

If you want to reuse the configuration of an existing hierarchy project, you can clone it.

To clone a hierarchy

1. On the navigation pane, go to Management > Hierarchy Builder.

2. Find the hierarchy that you want to clone. In the right corner of the row, open the three-dot menu, and then select Clone.

3. Enter the name of the new hierarchy project.

4. Select Clone.

   

   Now, you can edit the cloned hierarchy project.

Export a hierarchy

If you want to validate leaf nodes, you can export the hierarchy to a comma-separated values (CSV) file. The file will contain the following columns:

• Id – node ID.

• Name – node name.

• ParentId – ID of the parent node.

• Level – node level in the hierarchy.

• IsLeaf – false if the node has child nodes; true if the node does not have child nodes.

To export a hierarchy

1. On the navigation pane, go to Management > Hierarchy Builder.

2. Find the hierarchy that you want to export. In the right corner of the row, open the three-dot menu, and then select Export.

   

   The hierarchy in the CSV format is downloaded to your computer.

Delete a hierarchy

If you no longer need a hierarchy, you can delete it. The hierarchy is also deleted from the golden record page.

To delete a hierarchy

1. On the navigation pane, go to Management > Hierarchy Builder.

2. Find the hierarchy that you want to delete, and then do one of the following:

   • In the right corner of the row, open the three-dot menu, and then select Delete.

   • Select the checkbox next to the hierarchy, and then select Delete.

     

3. Confirm that you want to delete the hierarchy.

   Alternatively, you can open the hierarchy project, and then select Delete.