Difference between revisions of "Location in Hierarchy Bundle"

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sphinx2022 (needs rewrite)

Latest revision as of 17:39, 19 April 2022

This guide covers the Location in Hierarchy Bundle which appears within the Editor Screen for a number of Hierarchical records (such as Collections, Objects, Places, List Items, Entities, etc). This bundle is different from the Hierarchy Viewer which appears when searching for Places or when Managing Lists (though they function similarly at times).

The initial view of the Location In Hierarchy Bundle displays the record's hierarchical path in a laundry-list format, as below. If the path exceeds the width of the page, use the arrow buttons to navigate the full record path.

Location in hierarchy.png

To view the full Bundle click the "Show Hierarchy" button. Here you can browse the full hierarchy at will in three different modes. For your convenience, the laundry-list style hierarchy path is still displayed at the top of the bundle. See below for this bundle's three main functions.

Location in hierarchy expanded.png
The Explore function allows you to view the entire hierarchical structure of your collection - even the paths that do not lead directly to your current record. You can locate a specific record by entering a term into the "Find" field. Clicking on the gray arrow icons will open any of the records in the hierarchy bundle. This will navigate away from the current page, so please save any changes before selecting another record.
The Move function allows you to choose a new location for your record within the hierarchy. The "Find" field appears here as well to help you locate specific records. To select a new parent record (your current record will be moved below it in the hierarchy) click on the record title. You will see it become bold and the message "Will be moved under [chosen record] after next save" will appear in the hierarchy bundle, where [chosen record] is the name of the record you selected. When you save the page, your record will be moved to this new location.
The Add function is a shortcut that allows you to create a new child or sibling record relative to the current record. The hierarchy path is highlighted for your reference, but you will not otherwise be able to navigate the hierarchy in this view. To add a new record, select the record type and whether the new record will be a child (below the current record in the hierarchy) or sibling (next to the current record in the hierarchy) in the menu. Click the +plus to create the new record. Please note that this will navigate you away from the current page, so be sure to save any changes before creating a new record.

sphinx2022 (needs rewrite)


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