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The Manage Hierarchies Page is used to manage and configure Hierarchies in a centralized way.
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The following actions, depending on your permissions, can be available:
Create a Hierarchy
Apply a Hierarchy
Delete a Hierarchy
Duplicate (copy) a Hierarchy
View available Schedulers
View a Hierarchy Apply History
Select a Hierarchy to view a list of issues
Create a Hierarchy folder
Edit a Hierarchy folder
Delete a Hierarchy folder
Add a Hierarchy to a Folder
Remove a Hierarchy from a Folder
Select a Hierarchy to view a list of issues
The Hierarchy View page has detailed information about a selected Hierarchy: its name, description, schedulers, action buttons and a set of issues to be created upon Hierarchy usage. Also, the errors, if any, would be displayed in this area. In case there are any errors, the Hierarchy wouldn’t be available for usage (the Apply button would be disabled)
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Apply a Hierarchy
Click the ‘Apply’ button in the ‘Actions’ column of the Hierarchy row.
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The Hierarchy View page will be opened with the ‘Confirmation’ dialog:
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View available Schedulers
Hover the mouse over the clock icon to see the list of available Hierarchy Schedulers for the Hierarchy:
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Duplicate (Copy) Hierarchy
Click the “Duplicate” button. Confirm the action in the dialog that will appear
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Click the Duplicate button. Confirm the action in the dialog that will appear
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Wait till you see this message at the footer of the screen.
A copy of the Hierarchy is created and can be found in the table.
Deleting Hierarchy
Navigate to the Manage Hierarchies page
Select a Hierarchy you’d like to delete
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Click Delete on the right side of the screen
All deleted hierarchies will be sent to the ‘Trash’ folder for the next 30 days
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To see the Trash folder content click the bin icon at the top of the ‘Manage Hierarchies’ page:
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Deleted Hierarchies will be stored here for 30 days. After time pass they will be permanently deleted. |
Here the Hierarchies list with the Nodes details for each is shown. The red badge near the Hierarchy Name shows the time remains to permanently delete.
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Click the Restore button to move Hierarchy back to the ‘All’ folder and be able to use it again:
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Click the bin icon to delete the selected Hierarchy from the Jira Instance permanently:
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Copy Hierarchy link
If you wish to share created Hierarchy, use the ‘Copy link' button:
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After it, the link to the Hierarchy Details page will be copied to the clipboard and may be shared with teammates.
Hierarchy Folders
A new way to organize the Hierarchies is to place them into Hierarchy Folders.
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Use the available themed Hierarchy folders - Productivity, Development, Organization or create your own.
All available Hierarchies still can be found in the ‘ALL’ system folder.
Create Folder
Click the Add a Folder button
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Select the Folder Name and Icon and click the ‘Create’ button
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Add Hierarchy to the Folder
To add a Hierarchy to one or a few folders click the Actions button in the Hierarchy row and select the Folders you want to add this Hierarchy to in the list.
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Remove Hierarchy from the Folder
To remove a Hierarchy from one or a few folders click the Actions button in the Hierarchy row and deselect the Folders you don’t want to contain the current Hierarchy.
Edit Folder
Click the ‘Edit’ button in the Hierarchy Folder you want to edit
Change the Folder name or Logo in the ‘Edit Hierarchy folder’ dialog
Click the ‘Update’ button to save changes
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Delete Folder
Click the ‘Edit’ button in the Hierarchy Folde section
Select the Folder you want to delete
Click the ‘Delete folder’ button to save changes
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Deleting the Hierarchy folder does not delete the Hierarchies placed in it - they still can be found in the ‘All’ Hierarchy folder |
Hierarchy Apply History
View the history of the Applied with Hierarchy Jira Issues and its progress on the Apply History tab:
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Click the ‘View applied’ button in the Hierarchy Row to see the list of Jira Issues created with the Hierarchy Nodes:
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The same page may be opened from the Hierarchy View page directly.
To go to the Hierarchy History select the Hierarchy and click the ‘View Applied History’ button:
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The History record will be added once the page is refreshed after applying |
On the History tab will be shown each Hierarchy Apply Record with the date, time, Node details, Issue progress, Last Activity time, and Issue Key:
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After clicking the Issue Key link you will be redirected to the Jira Issue. The Progress and Status records will be changed once the status of the Original Jira issue is changed.
There is an ability to search records by date. Select the range in the ‘Date’ picker to view the Apply History records only for the selected time range.
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The 'Manage Hierarchies' section serves as your hub for organizing and administering the hierarchies you've created. Accessible through the 'Apps' menu, this section offers a comprehensive suite of tools to modify, view, and manage hierarchies according to your permissions.
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Accessing Manage Hierarchies
To navigate to the "Manage Hierarchies" page:
Go to the 'Apps' section.
Select 'Manage Hierarchies'.
Click on the 'Hierarchies' button in the left navigation panel.
Here, you can perform actions like creating, applying, duplicating, and deleting hierarchies, among others.
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Key Actions
Creating and Applying Hierarchies
Create a Hierarchy: Initiate the creation of a new hierarchy by selecting the 'Create Hierarchy' option. Provide the necessary details and configurations for your hierarchy.
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Apply a Hierarchy: Utilize the 'Apply' button to initiate the selected hierarchy's application process, including a confirmation step.
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How to Create Hierarchy: Сreate Hierarchy |
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How to Apply Hierarchy: Apply Hierarchy |
Managing Hierarchy Schedulers
View Schedulers: Hover over the clock icon next to a hierarchy to see available schedulers.
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How to manage Scheduler: Apply Hierarchy by Schedule |
Duplicating and Deleting Hierarchies
Duplicate a Hierarchy: Use the 'Duplicate' button to create a copy of a hierarchy.
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Delete a Hierarchy: Remove a hierarchy by selecting it and clicking the 'Delete' option. Deleted hierarchies move to the 'Trash' folder for 30 days before permanent deletion.
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Sharing Hierarchies Permissions
Copy Hierarchy Link and Share Permissions for the selected Hierarchy: Share a hierarchy by copying its link to your clipboard and share permissions with either user for the Hierarchy.
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How to manage sharing Permissions for Hierarchy: Share Hierarchies Permission |
Organizing with Hierarchy Folders
Hierarchy Folders - a feature for better organization.
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Creating and Managing Folders
Create a Folder: Click 'Add a Folder', choose a name and icon, and create your folder.
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Edit or Delete a Folder: Modify folder details or remove a folder without affecting the hierarchies it contains.
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Folder Operations
Add/Remove a Hierarchy to/from a Folder: Adjust folder associations for your hierarchies as needed.
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History and Records
Hierarchy Apply History: Track the application of hierarchies and the progress of associated Jira issues through the 'Apply History' tab. This includes detailed records of each time when the Hierarchy was applied, searchable by date range.
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