Navigating and managing hierarchies efficiently is crucial for an intuitive experience in Catalyst. In this quick guide, we'll walk you through the simple steps to sort hierarchies, ensuring you can effortlessly arrange them according to your preferences.
How can I sort hierarchies in Catalyst?
Sorting hierarchies in Catalyst is a straightforward process. Follow the steps below:
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Navigate to Administration:
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Access the Administration section in Catalyst.
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Access Hierarchies:
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Within the Administration section, locate and select the "Hierarchy" option. This will take you to the manage hierarchies screen.
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Edit Hierarchy:
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Identify the hierarchy you wish to sort and click on the "Edit" option under the "Actions" ellipses menu.
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Toggle to Tree View:
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Once inside the hierarchy settings, navigate to the "Tree View" tab.
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Expand Sort Order Menu:
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In the Tree View tab, you'll find a list of levels (also called "nodes") within the hierarchy on the left. Select any hierarchy level from the list to expand the sort order menu located on the right side. You can also rename these nodes here.
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Drag and Drop:
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To adjust the order, simply drag and drop the hierarchy levels into your desired sequence.
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Save Changes:
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After arranging the hierarchy levels, click the "Save" button to apply the new sort order.
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Pro Tip: Easily reorder hierarchy sub-levels by expanding the tree view. The sort order section updates as you select different levels, showing the list of nodes or leaves. Follow the steps above to drag and drop for quick customization.
Note: Ensure that you have the necessary permissions to edit hierarchies in Catalyst. If you encounter any issues, reach out to your Catalyst administrator for assistance.
By following these steps, you can efficiently organize and customize the order of hierarchies and hierarchy levels in Catalyst to meet your specific needs.
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