Edit Hierarchy

The Edit Hierarchy page can be opened from the Manage Hierarchies page of both Detailed and List Views.

To enter the Edit Hierarchy page from the Detailed View you have to click the Edit button below the specific Hierarchy name.

To open the Edit Hierarchy page from the List View you have to click the pencile image in the specific hierarchy row.

The ability to Edit Hierarchy is to be granted to the user on the Smart Issue Templates Permissions page.

The Edit Hierarchy page is the same as the Create Hierarchy page. All the fields are editable. Make the needed changes and to save them click the Update Hierarchy button at the footer of the Edit Hierarchy page.

The Edit Hierarchy page consists of 3 sections:

Hierarchy Details
Variables
Nodes

Edit Hierarchy Details

Field Name	Description
Hierarchy Name	Mandatory Hierarchy Name, up to 64 characters long
Description	Optional description or notes about this Hierarchy for the other users.
Owners	Manadatory field that displays the Reporter name by default. Can contain multiple usernames.
Tags
Alternative Projects

Variables section

Nodes section

Column name	Description
Node	A unique Node identifier (generated by the add-on)
Summary	Summary of your future issue
Project	The project in which the issue will be created
Issue Type	Issue type of future issue
Assignee	An assignee of the future issue
Dynamic Reporter	A checkbox that controls the Reporter field in a future issue. Checked - Reporter is always set to a current user Unchecked - Reporter is specified in the Node or a current user (in a case when the current user has no Modify Reporter permission in the Node’s project)
Validation	Current Validation Status
	Control Buttons
	Error Messages Area

Validation Statuses

Validation status	Description
NEW	Newly created Node
EMPTY	No field values have been specified for the Node
FILLED	All the required issue fields have been set
UNCHECKED	The Node has been updated but hasn’t been validated yet
VALID	The Node has successfully passed the validation and is ready to be used by the current user
INVALID	The Node is causing structural problems or is missing required fields.

Control Buttons

Buttons	Description
Hierarchy
Add Node	Creates a Root Node for the new set of related issues
Validation	Validates each Node in the Hierarchy and the Hierarchy overall
Save Hierarchy	Saves a Hierarchy that has been already validated
Nodes
New Node
Ready	Save current Node configuration
Delete	Delete Node from the Hierarchy
Node (view mode)
Edit Fields	Open a dialog that allows one to populate issue fields and save them.
Add Child	Add a Node under the current Node. If current Node is of type Epic, the Child Node becomes either included in the Epic (for Nodes with standard issue types) or becomes a Sub-task (for Nodes with sub-task issue types)
Actions	A set of actions for the Node
Actions → Edit	Edit Node details: Project, Issue Type or Summary
Actions → Copy	Create a deep copy of the current Node (including Child Nodes) under the same Parent Node (if any) or Root Node (if there’s no Parent Node)
Actions → Move	Open up a dialog that allows moving the Node within the Hierarchy.
Actions → Delete	Delete Node from the Hierarchy
Node (edit mode)
Ready	Save current Node settings
Cancel	Revert any changes done to the Node since the last save

Actions button for nodes

The Actions button allows to make specific actions with the hierarch Nodes on the Create Hierarchy and Edit Hierarchy pages. Read more about it here.

For any questions or feature requests contact us via the Customer Portal

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