Сreate Hierarchy

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Create Hierarchy from the Manage Hierarchies page

To Create a Hierarchy from the “Manage Hierarchies' page:

1. Go to Apps → Manage Templates → Hierarchies in the navigation bar

2. Click the ‘Add Hierarchy’ button

3. Fill in the required field Hierarchy name and optionally add a Description and Tags.

4. Click the ‘Add Node’ button to create your first Root Node.

5. For the newly created Root Node, you need to choose the Project in which it will be created, and the appropriate Issue Type.

Only then you can fill out the Summary and any other required field for its Issue Type of the future issue. To open the Dialog - just click on the Node.

6. Leave the Reporter field empty to set the Reporter field to be equal to any user that’s applying the Hierarchy.  Or you can select the user in the Reporter field to select a fixed user as a reporter when applying the Hierarchy

7. When the issue is ready, click the Add button to save its state and continue working on creating a Hierarchy.

8. Click Add Child on the created Root Node to create the nested Child Node. Repeat the steps to populate the Root Node and populate the Issue for the nested Node.

9. Create Nodes for all the issues you need, related to this Hierarchy. You can mix different projects and issue types within a single Hierarchy. and finally click the ‘Save Hierarchy’ button to Create Hierarchy

Generate nodes with AI

Steps:

1. Click the Generate Nodes with AI button

2. The AI will create relevant nodes

3. Review the generated nodes and modify any details if necessary before saving.

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Hierarchy Variables

To Create Hierarchy Variables:

1. Click the ‘Variables' button

2. Once the Variables Dialog opens up, click on Add Variable button

3. Select the type of the Variable (TEXT of USER type)

4. Enter the variable name and add value for the Variable

5. Click the ‘Save’ button

You can insert these Variables in the Text fields of your Hierarchy and when you Apply it the Variable name will be replaced by the text value.

No need to remember all existing variables when you create or update Hierarchies - you can use variables hint. To get all lists of variables print ‘$var’ in the text field and the dropdown will be shown. Click on the variable name you want to add and it will appear in the text field.

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Move Nodes

The Node's order can be easily changed with the Move Out and Move Up/Down actions

Move Out Hierarchy Nodes

With the Move Out function, you can add the Hierarchy Node to a new parent. It`s simple to use because you can move the Hierarchy Node as a child to the new available Hierarchy Node that can be as a parent.

To Move Out Hierarchy Nodes:

1. Open the Create/Edit Hierarchy page

2. The Hierarchy Nodes were previously created

3. Click on the ‘Move out’ button

4. Select the New Parent for the current Hierarchy Node

5. Click the ‘Move out’ button

Now the Hierarchy Node was moved out to the new parent and the structure of the Hierarchy was changed.

Move Up/Down Hierarchy Nodes

With the Move Up/Down function, you can easily Move your Hierarchy Nodes and change the order of the Hierarchy Nodes.

To Move Up/Down Hierarchy Nodes:

1. Open the Create/Edit Hierarchy page

2. Use arrows to move the Node Up or Down

Now the Hierarchy Nodes were moved and the order of the Hierarchy Nodes was changed

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Duplicate Nodes

To duplicate the existing Node use the Duplicate action

1. Open the Create/Edit Hierarchy page

2. Click the ‘Duplicate’ button in the Actions column for the Node that you want to copy

The Hierarchy Node was duplicated

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Create the Hierarchy Node from the Template

To create the Hierarchy Node from one of the Templates.

1. Click the ‘More’ menu in the ‘Create/Edit Hierarchy’ screen

2. Click the ‘Add Node from Template’ button

3. Enter the Template name in the Search field

4. Now the Template was added as a Hierarchy Node

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Save Node from existing Jira Issue

Hierarchy also can be created using the existing Jira Issues. It is possible to add Jira Issue to a new Hierarchy or to existing ones.

1. Open the Issue which you want to save

2. Click the Save Node button

3. Select the Hierarchy you want to add this issue as a Node or leave the selector empty to create a new Hierarchy

4. Click the Confirm button

5. Enter the Hierarchy name (if you chose to create a new Hierarchy)

6. Edit your Hierarchy if it is needed and click the Update Hierarchy button

After it, the notification will be shown and Hierarchy will be available on the Manage Hierarchies page.

7. Click the Actions button in the Save Node section below and select the Remove action to close the Save Node menu.

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Preinstalled Hierarchies

This feature can simplify workflow by utilizing ready-made Hierarchies, tailored for various departments. Multiple Preinstalled Hierarchies can be created at once.

How to Access Preinstalled Hierarchies:

1. Open the ‘Manage Hierarchies’ page.

2. Click the ‘Set Preinstalled’ button.

3. Click on the ‘Departments’ field.

4. Select any available Hierarchies that need to be created.

5. Click the ‘Create’ button.

6. Now, the Preinstalled Hierarchies was created.

 After creating the preinstalled Hierarchies you receive a ready Hierarchy:

First-Time User Note:

For users leveraging the Preinstalled Hierarchies for the first time:

• A project named 'SITC template project' will be automatically created in your Jira instance.

• A unique scope labeled 'SITCScope' will be generated.

• As templates are created, different departments will be categorized as tags, ensuring a structured and organized view.

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