Move or copy hierarchy nodes

Learn how to move or copy hierarchy nodes so that you can reorganize an existing hierarchy or reuse a branch in another hierarchy.

Prerequisites:

You must have the ROLE_API or MDM.Data.Hr permission (for custom roles) assigned to you
You must enable hierarchy in the tenant configuration. For more information, see Configure tenant business settings for hierarchy.
You must enable hierarchy in the UI configuration. For more information, see Configure UI settings for the Hierarchy tab.
You must create a hierarchy structure for a profile. For more information, see Add a hierarchy in the Profile view.

Note: This feature is currently available only in AWS environments. Support for GCP and Azure will be available in a future release.

Relocate a node from one place in the hierarchy to another or reuse the same node in more than one place in the hierarchy. In this workflow, selecting a node also includes all of its descendant nodes.

To copy or move hierarchy nodes

In the Hub, select the profile you want to view.
In the Profile view, select the Hierarchy tab.
In the Hierarchy type list, select the hierarchy you want to update.
1. In the hierarchy tree, find the node that you want to move.
2. Hover over the node to view additional options and select the Move or Copy option.
3. Select the node that you want to move or copy.
4. Select Move to move the node to another location in the hierarchy. Select Copy to copy the node and paste it in another location.
5. Select the new location for the node. When a valid target is available, the hierarchy shows a placement option such as PASTE AS CHILD.
6. Select PASTE AS CHILD to move/copy the node to the location.

Result

If you move a branch, the selected node is removed from its current location and added to the new location.

Unify and manage your data

Move or copy hierarchy nodes

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