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:
You can encounter the following scenarios while moving a record within and between hierarchies:
•Moving a record that has no child records
•Moving a record with its child records
•Moving a record without its child records
Moving a record that has no child records
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 within the hierarchy or 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.
The hierarchy appears in a tab.
4Hover over the record that you want to move, and click Remove.
The Remove Records dialog box appears.
5Click Remove.
The record is removed from the hierarchy.
6Select the hierarchy to which you want to move the record, and click Open.
The hierarchy appears in a tab.
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.
9Select the relationship type that you want to add, and click Next.
10Find and select the record that you want to move, and then click Next.
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.
Moving a record with its child records
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 within the hierarchy or 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.
4Hover over the record that you want to move, and click Remove.
The Remove Records dialog box appears.
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.
6Select the hierarchy to which you want to move the record, and click Open.
The hierarchy appears in a tab.
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.
9Select the relationship type that you want to add, and click Next.
10Find and select the record that you want to move, and then click Next.
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.
Moving a record without its child records
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 within the hierarchy or 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.
The hierarchy appears in a tab.
4Hover over the record that you want to move, and click Remove.
The Remove Records dialog box appears.
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.
6Select the hierarchy to which you want to move the record, and click Open.
The hierarchy appears in a tab.
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.
9Select the relationship type that you want to add, and click Next.
10Find and select the record that you want to move, and then click Next.
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.
