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Parent-Child Hierarchy

  • Updated

Overview

Managers and Administrators can link agreements to one another in a parent-child hierarchy within LinkSquares Analyze. By linking related agreements together, it will provide organization and quick searches for agreements needed. 

To learn more about parent-child hierarchies, reference our articles on Parent-Child Hierarchy Best Practices

Process

A parent-child hierarchy consists of related agreements in a linked hierarchy. 

Main Agreements Page

Parent-child hierarchy iconmceclip1.pngwill be present next to agreements that have linked agreements on the Main Agreements page.

 

Parent-child hierarchies can exist between agreements within both the Pending and Processed pages.

By selecting the icon, a pop-up will appear, displaying the linked agreements.

Note:
Only three total levels of hierarchy are allowed, so linking a fourth level (great-grandchild) will return an error. 

Screenshot 2023-10-24 at 11.55.09 AM.png

  • The bolded agreement is the current agreement within the hierarchy. 
  • Choose the triangle icon next to the folder to expand or collapse the hierarchy.

Leverage the Agreement Order drop-down to sort the agreement order. Sort alphabetically, by effective date, and by upload date in ascending or descending order.

Individual Agreements

Users can also reference the applicable parent-child hierarchy within the Links tab of the individual agreement view. 

Screenshot_2023-03-06_at_10.47.08_AM.png

Note: Select an agreement from the main Agreements page to reach the individual agreement view. 

Creating Parent-Child Hierarchies

Parent-Child Hierarchies can be created from both the Main Agreement page and the individual Agreement View. 

Main Agreement page

  • Choose the ellipsis icon (three horizontal dots) next to the agreement that will be the parent agreement.
  • Edit from the drop-down.
  • A pop-up will appear. The agreement can be edited. 
    • Agreement Name
    • Agreement Type
    • Agreement Tags 
    • Parent and Child linking

To create a parent-child hierarchy, link a child agreement to the selected parent agreement by selecting the Link Child Agreement drop-down. 

  • Search through your agreements and select a child agreement. 

Click SAVE once complete.

Screenshot 2023-10-24 at 11.58.56 AM.png

Note: 

  • If the parent agreement is deleted, the hierarchy will be removed from related agreements.
  • If a child agreement is already linked, to remove it, choose the trash icon. 
  • Remove the Parent agreement, choose the 'X' to the right of its name.
  • There is no limit to the number of children or grandchildren agreements a parent agreement can have.

Individual Agreement Page

Edit Parent-Child Heirarchy on an Individual Agreement page.

  • Left Vertical Menu, choose Links
  • Under the Linked agreements to the right, choose the pencil icon
  • A pop-up appears, to edit, choose the drop-down menu in the parent or child agreement name field
  • Save once edits are completed

Parent-Child Hierarchy Visibility

Depending on how custom roles are configured, users with custom roles may be unable to view full parent-child hierarchies, given their tag-based or type-based restrictions.

If a parent agreement is restricted, the restricted parent agreement will be inaccessible within the parent-child hierarchy from both the main Agreements page and the individual agreement view.

The parent agreement is restricted from the users custom role, so it is listed as 'Inaccessible' 

If a child agreement is restricted, the restricted child agreement will be inaccessible within the parent-child hierarchy from both the main Agreements page and the individual agreement view.

The child agreement is restricted from the users custom role, so it is listed as 'Inaccessible' 

To learn more about custom roles, reference our article on Custom Roles.

 

Feature Focus

 

To learn additional visual information about Parent-Child Hierarchies, check out this article: HERE

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