Edit Hierarchy

The Edit Hierarchy page can be opened from the Manage Hierarchies page of both Detailed and List Views.

To enter the Edit Hierarchy page from the Detailed View you have to click the Edit button below the specific Hierarchy name.

To open the Edit Hierarchy page from the List View you have to click the pencile image in the specific hierarchy row.

The ability to Edit Hierarchy is to be granted to the user on the Smart Issue Templates Permissions page.

The Edit Hierarchy page is the same as the Create Hierarchy page. All the fields are editable. Make the needed changes and to save them click the Update Hierarchy button at the footer of the Edit Hierarchy page.

The Edit Hierarchy page consists of 3 sections:

  • Hierarchy Details

  • Variables

  • Nodes

Edit Hierarchy Details

Field Name

Description

Field Name

Description

Hierarchy Name

Mandatory Hierarchy Name, up to 64 characters long

Description

Optional description or notes about this Hierarchy for the other users.

Owners

Manadatory field that displays the Reporter name by default. Can contain multiple usernames.

Tags

 

Alternative Projects

 

Variables section

Nodes section

Column name

Description

Column name

Description

Node

A unique Node identifier (generated by the add-on)

Summary

Summary of your future issue

Project

The project in which the issue will be created

Issue Type

Issue type of future issue

Assignee

An assignee of the future issue

Dynamic Reporter

A checkbox that controls the Reporter field in a future issue.

Checked - Reporter is always set to a current user

Unchecked - Reporter is specified in the Node or a current user (in a case when the current user has no Modify Reporter permission in the Node’s project)

Validation

Current Validation Status

Control Buttons

 

Error Messages Area

Validation Statuses

Validation status

Description

Validation status

Description

NEW

Newly created Node

EMPTY

No field values have been specified for the Node

FILLED

All the required issue fields have been set

UNCHECKED

The Node has been updated but hasn’t been validated yet

VALID

The Node has successfully passed the validation and is ready to be used by the current user

INVALID

The Node is causing structural problems or is missing required fields.

Control Buttons

Buttons

Description

Buttons

Description

Hierarchy

Add Node

Creates a Root Node for the new set of related issues

Validation

Validates each Node in the Hierarchy and the Hierarchy overall

Save Hierarchy

Saves a Hierarchy that has been already validated

Nodes

New Node

Ready

Save current Node configuration

Delete

Delete Node from the Hierarchy

Node (view mode)

Edit Fields

Open a dialog that allows one to populate issue fields and save them.

Add Child

Add a Node under the current Node. If current Node is of type Epic, the Child Node becomes either included in the Epic (for Nodes with standard issue types) or becomes a Sub-task (for Nodes with sub-task issue types)

Actions

A set of actions for the Node

Actions → Edit

Edit Node details: Project, Issue Type or Summary

Actions → Copy

Create a deep copy of the current Node (including Child Nodes) under the same Parent Node (if any) or Root Node (if there’s no Parent Node)

Actions → Move

Open up a dialog that allows moving the Node within the Hierarchy.

Actions → Delete

Delete Node from the Hierarchy

Node (edit mode)

Ready

Save current Node settings

Cancel

Revert any changes done to the Node since the last save

Actions button for nodes

The Actions button allows to make specific actions with the hierarch Nodes on the Create Hierarchy and Edit Hierarchy pages. Read more about it here.