PlaidCloud offers the ability to organize and manage hierarchies, including labels. Hierarchies are available to all workflows within a project.
PlaidCloud uses a path-based system to organize hierarchies, like you would use to navigate a series of folders, allowing for a more flexible and logical organization (control hierarchy) of the hierarchies. Using this system, hierarchies can be moved within a control hierarchy, or multiple references to one hierarchy, from different locations in the control hierarchy (alternate hierarchies) can be created. The ability to manage hierarchies using this method allows the structure to reflect operational needs, reporting, and control.
To search for hierarchies:
To move a hierarchy within the control hierarchy:
To rename a hierarchy:
You can clear a single hierarchy or multiple hierarchies.
To clear a hierarchy:
You can delete a single hierarchy or multiple hierarchies.
To delete a hierarchy:
The delete operation will check to see if the hierarchy is in use by workflow steps, tables, or views. If so, you will be asked to remove those associations.
Note: You can also force delete the hierarchy(s). Force deletion of the hierarchy(s) will leave references broken, so this should be used sparingly.
To create a new folder:
To add a folder to an existing folder:
To view hierarchies by roles:
To view hierarchies that need to be updated:
To add a memo to a hierarchy:
To view and edit additional hierarchy attributes:
To duplicate a hierarchy: