You can move records within a hierarchy or to another hierarchy. The records that you move might have child records. You can move the record along with its child records or remove the child record associations from the record before the move.
Moving a record within a hierarchy
To move a record within the same hierarchy, drag the record from one location to the other. When you move a record from one location to another, the child records of the record also move along with the record. Hierarchy attribute values are retained when you move a record within the same hierarchy. If the relationship type is not valid, you can't move the record. You can't move a record if the target record has no compatible relationship type with the record that you move.
1Click Hierarchies.
The Hierarchies page appears.
2Expand the hierarchy model to which the hierarchy is associated.
The hierarchies associated with the hierarchy model appear.
3Select the hierarchy from which you want to move a record, and click Open.
For example, open the Email hierarchy.
The hierarchy appears in a tab.
The following image shows the Email hierarchy:
4To move a record, drag the record to the desired location within the hierarchy.
The hierarchy record is updated.
5Click Submit.
If a workflow is configured, the change is sent for approval.
Moving records between hierarchies
You can move a record from one hierarchy to another by removing the record from the hierarchy and adding the record to the location you prefer within another hierarchy.
To move a record from one hierarchy to another, perform the following tasks:
To move a record from one hierarchy to another, remove the record from the hierarchy and add the record to the location you prefer within another hierarchy.
In this scenario you have two Campaign hierarchies Email and Phone. You want to move the Holly Corbett record from the Email hierarchy to the Phone hierarchy. The Holly Corbett record has child records Agata Arya and James John. You can move the record with or without its child records. The following image shows the Email and Phone hierarchies and highlights the Holly Corbett record that you want to move:
The following table describes the move actions for Holly Corbett and their outcomes:
Move Action
Steps to Move a Record
Outcome
Move the Holly Corbett record with its child records
1Remove the record from the Email hierarchy. Ensure that you select Remove record only.
2Add the record to the Phone hierarchy.
The Holly Corbett record is removed from the Email hierarchy, but the child record associations aren't removed from the record. After the move, Holly Corbett and its child records appear in the Phone hierarchy.
The following image shows the Campaign hierarchies after the Holly Corbett record is moved:
Move the Holly Corbett record without its child records
1Remove the record from the Email hierarchy. Ensure that you select Remove record and all its child records and relationships.
2Add the record to the Phone hierarchy.
The Holly Corbett record is removed from the Email hierarchy. Also, the child record associations are removed from the Holly Corbett record. After the move, Holly Corbett appears in the Phone hierarchy without its child records.
The following image shows the Campaign hierarchies after the Holly Corbett record is moved:
You can encounter the following scenarios while moving a record between hierarchies:
•Moving a record that has no child records
•Moving a record with its child records
•Moving a record without its child records
Example: Moving a record that has no child records between hierarchies
To move a hierarchy record that has no child records, remove the record from the hierarchy. Then, add the removed record to the location you prefer in another hierarchy.
1Click Hierarchies.
The Hierarchies page appears.
2Expand the hierarchy model to which the hierarchy is associated.
The hierarchies associated with the hierarchy model appear.
3Select the hierarchy from which you want to move a record, and click Open.
For example, open the Email hierarchy.
The hierarchy appears in a tab.
The following image shows the Email hierarchy:
4Hover over the record that you want to move, and click Remove.
For example, remove the Stuti Dutt record.
The Remove Records dialog box appears.
The following image shows the Remove Records dialog box:
5Click Remove.
The record is removed from the hierarchy.
6Select the hierarchy to which you want to move the record, and click Open.
For example, open the Phone hierarchy.
The hierarchy appears in a tab.
The following image shows the Phone hierarchy:
7Hover over the record to which you want to move the removed record, and click Add.
The Add Child Record wizard appears.
8Select the record type that you want to add, and click Next.
For example, select Person.
9Select the relationship type that you want to add, and click Next.
For example, select Campaign to Lead.
10Find and select the record that you want to move, and then click Next.
The following image shows the Add Child Record wizard with the record to move selected:
11Enter relationship attributes if any.
Note: If you select multiple related records, the attribute values apply to all the selected records.
12Click Add.
The record is moved as a child record of the selected record in the hierarchy.
The following image shows the Phone hierarchy with the moved record Stuti Dutt:
Example: Moving a record with its child records between hierarchies
To move a hierarchy record with its child records, remove the record from the hierarchy without removing the child record associations from the record. Then, add the removed record to the location you prefer in another hierarchy. The record moves along with the child records associated with it.
1Click Hierarchies.
The Hierarchies page appears.
2Expand the hierarchy model to which the hierarchy is associated.
The hierarchies associated with the hierarchy model appear.
3Select the hierarchy from which you want to move a record, and click Open.
For example, open the Email hierarchy.
The hierarchy appears in a tab.
The following image shows the Email hierarchy:
4Hover over the record that you want to move, and click Remove.
For example, remove the Holly Corbett record.
The Remove Records dialog box appears.
The following image shows the Remove Records dialog box:
5Select Remove the records only and then click Remove.
The record is removed from the hierarchy, but the child record associations aren't removed from the record.
For example, Holly Corbett is removed from the Email hierarchy, but the child record associations, Agata Arya and James John aren't removed from Holly Corbett.
6Select the hierarchy to which you want to move the record, and click Open.
For example, open the Phone hierarchy.
The hierarchy appears in a tab.
The following image shows the Phone hierarchy:
7Hover over the record to which you want to move the removed record, and click Add.
The Add Child Record wizard appears.
8Select the record type that you want to add, and click Next.
For example, select Person.
9Select the relationship type that you want to add, and click Next.
For example, select Campaign to Lead.
10Find and select the record that you want to move, and then click Next.
The following image shows the Add Child Record wizard with the record to move selected:
11Enter relationship attributes if any.
Note: If you select multiple related records, the attribute values apply to all the selected records.
12Click Add.
The record is moved as a child record of the selected record in the hierarchy.
The following image shows the Phone hierarchy with the moved record Holly Corbett along with its child records Agata Arya and James John:
Example: Moving a record without its child records between hierarchies
To move a hierarchy record without its child records, remove the record from the hierarchy. Ensure that you opt to remove the child record associations from the record. Then, add the removed record to the location you prefer in another hierarchy. The record moves without the child records that were associated with it.
1Click Hierarchies.
The Hierarchies page appears.
2Expand the hierarchy model to which the hierarchy is associated.
The hierarchies associated with the hierarchy model appear.
3Select the hierarchy from which you want to move a record, and click Open.
For example, open the Email hierarchy.
The hierarchy appears in a tab.
The following image shows the Email hierarchy:
4Hover over the record that you want to move, and click Remove.
For example, remove the Holly Corbett record.
The Remove Records dialog box appears.
The following image shows the Remove Records dialog box:
5Select Remove the records and all its child records and relationships and then click Remove.
The record is removed from the hierarchy. Also, each child record that's directly or indirectly associated with the record that you remove from the hierarchy is removed and becomes an independent record.
For example, Holly is removed from the Email hierarchy. Also, the child record associations Agata Arya and James John are removed from Holly Corbett.
6Select the hierarchy to which you want to move the record, and click Open.
For example, open the Phone hierarchy.
The hierarchy appears in a tab.
The following image shows the Phone hierarchy:
7Hover over the record to which you want to move the removed record, and click Add.
The Add Child Record wizard appears.
8Select the record type that you want to add, and click Next.
For example, select Person.
9Select the relationship type that you want to add, and click Next.
For example, select Campaign to Lead.
10Find and select the record that you want to move, and then click Next.
The following image shows the Add Child Record wizard with the record to move selected:
11Enter relationship attributes if any.
Note: If you select multiple related records, the attribute values apply to all the selected records.
12Click Add.
The record is moved as a child record of the selected record in the hierarchy.
The following image shows the Phone hierarchy with the moved record Holly Corbett, but without the child records Agata Arya and James John:
