How to make Temporary Changes before Apply Hierarchy

The Exclude Hierarchy Nodes function allows to make temporary changes in your future Jira issues right before applying hierarchies without making changes to the actual hierarchy.

When Temporary Hierarchy is applied, the issues will contain your temporary changes, while the Hierarchy itself will not be changed.

How to Exclude Hierarchy Nodes

Exclude Hierarchy Nodes is a convenient tool that is useful in case you need to make changes to a Hierarchy on the go without spending too much time on it. For instance, there is a Hierarchy for a daily meeting, and one of the team members cannot be present. Instead of editing the entire Hierarchy you can exclude that one particular Node which you created for the user who cannot participate in the meeting and proceed with the meeting.

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To exclude one or more members from the “Daily Standup” Hierarchy, you simply have to select nodes you want to exclude in the very last column of the table by clicking on the appropriate checkbox. Notice that as soon as you click on the checkbox of your choice the notification near the Hierarchy name in the upper left corner of the window will pop up. It will contain a “Hierarchy has temporary changes” message so that you will know for sure that there are changes to be applied.

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You will see the message from the picture above every time you bring changes to the Hierarchy.

Now, when you have selected the Nodes or Hierarchies you want to exclude, you can Apply the ‘Daily Standup' Hierarchy as usuall.

There is one more thing you have to bear in mind. You cannot leave “Sub-task” nodes without their parent nodes in the Hierarchy. In case if you try to do so, all of the Sub-task child nodes will be excluded along with their parent nodes. Here is a step-by-step explanation of what would happen.