How to duplicate Hierarchy

For better overall app flexibility and our user’s convenience, we provide a duplicating feature that will copy a hierarchy.

Note that Schedulers and the Checklists of the specific hierarchy will not be copied by clicking the ‘Duplicate’ button.

To duplicate the Hierarchy, you simply have to select the Hierarchy you are willing to make a copy of and click the ‘Duplicate’ button that is located below the hierarchy name on the ‘Manage Hierarchies’ page.

You are able to rename it, select another owner for this duplicated hierarchy on the ‘Confirmation’ dialog. Then click the ‘Confirm’ button.

As soon as you’ll see the notification in the upper right page corner you’ll see the duplicated hierarchy opened.

How to duplicate the needed hierarchy nodes using the ‘Duplicate’ button

Firstly, you have to check nodes you don’t want to be included into the new Hierarchy. They will not be included into the hierarchy copy.

You will see the ‘Hierarchy has temporary changes’ notification displayed below the hierarchy name.

Now click the ‘Duplicate’ button placed below the hierarchy name. The ‘Confirmation' dialog will pop up. The ‘Hierarchy name’ and the ‘Owners’ fields are editable. By default, the name of the new Hierarchy will consist of the original hierarchy name and a 'COPY’ word.

Click the ‘Confirm' button which is located in the lower right corner of the ‘Confirmation’ dialog and you will receive a new Hierarchy in the Hierarchies list on the 'Manage Hierarchies’ page.

As you can see in the screenshot above, the newly duplicated Hierarchy is the exact copy of the original Hierarchy we wanted to copy, however, without the nodes we decided to exclude.

Note that Schedulers and the Checklists of the specific hierarchy will not be copied by clicking the ‘Duplicate’ button.

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

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