Adding, modifying and deleting data records from the hierarchy view
Once a hierarchy is created, you can add, modify and delete data records from the
hierarchy view.
Before you begin
Information noteNote:
Make sure that you have selected:
- the data container that holds the master data you want to manage,
- the data model against which the master data will be validated.
About this task
Procedure
-
Right-click an existing record or folder at the level at which you want to
create a new record, and then click Create >
Create Sibling to create a record as a
sibling of the existing record, or click Create
> Create Child to create a record as a child of
the existing record.
If you create a record as a child of the existing record, the relevant foreign key is automatically created.If Create Child is grayed out, this means you cannot create a child of the existing record.
Example
-
In the blank record that opens, complete the relevant fields, and then click
Save to save your record and continue
editing, or click Save and close.
Each mandatory field is marked with an asterisk.In this example, a new record Philosophy is created as a sibling of the existing record Critics, and the newly created record is listed under the root tag.
What to do next
To edit a record from the hierarchy view, double-click the record you want to edit, then modify the record according to your needs, and finally click Save to validate your changes.
To delete a record from the hierarchy view, right-click the record you want to delete, and then click Delete > Send to Trash to send the record to the Recycle Bin, or click Delete > Delete to permanently delete the record.
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