Removing a record from a 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 remove a record, and click Open.
The hierarchy appears in a tab.
4Hover over the record that you want to remove, and click Remove.
The Remove Records dialog box appears.
5If you selected a record that has no child records, confirm the action.
6If you selected a record that has child records, select an option, and then confirm the action.

Option	Description
Remove the records only	Removes the record from the hierarchy, but the child record associations aren't removed from the record.
Remove the records and all its child records and relationships	Removes the record 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.

7Submit your draft hierarchy.

Action	Description
Submit	Based on your configuration, if no approval is required, the submit action is available. When you submit the hierarchy is published.
Send for Approval	Based on your configuration, if an approval is required or optional, the send for approval action is available. When you send for approval, a hierarchy task is created and available for approvers to review.