Hierarchy Diagram Features & Settings

The previous article on the Hierarchy Diagram provides users with an introductory explanation of the constructs and their functionality on the canvas. 

This article covers the editing options available in the Hierarchy Diagram toolbar. These options change depending on what is selected on the canvas (single construct, line, or multiple constructs). It also explains the global diagram settings.

Editing a Single Construct

Construct Editing- Hierarchy Diagram Picture

When you select a single construct (such as an entity or box) on the canvas, the toolbar shows options to customize its appearance:

• Bold– Makes the construct name bold.
• Italicize – Makes the construct name italic.
• Text Fill Color– Opens a color picker to change the text color (choose a shade or enter Hex/RGB values).
• Fill Color – Opens a color picker to change the background color of the construct.
• Stroke/Line Color– Opens a color picker to change the border color.
• Reset Colors – Returns the construct to default colors (gray fill, black text and border).

Note: When the top parent entity is selected, a Rollup option also appears (see the Rollup section below).

Line Construct Editing Options

Line Construct Editing- Hierarchy Diagram Picture

When you select a connector line, the toolbar offers the following editing options:

• Stroke/Line Color– Opens a color picker to change the line color (choose a shade or enter Hex/RGB values).
• Reset Color– Returns the line to its default black color.

Multiple Constructs Editing Options

Multiple Entities Selected- Hierarchy Diagram Video

To select multiple constructs, click and drag on the canvas to draw a selection box around them.

Once multiple constructs are selected, you may drag and drop the box for resizing. Also, the toolbar provides these group editing options:

• Bold– Applies bold formatting to all selected construct names.
• Italicize – Applies italic formatting to all selected construct names.
• Text Fill Color– Changes the text color for all selected constructs.
• Fill Color – Changes the background color for all selected constructs.
• Stroke/Line Color– Changes the border color for all selected constructs.
• Reset Colors– Restores default colors for all selected constructs.
• Align Vertically– Aligns constructs vertically using the green-highlighted construct as the anchor point.
• Align Horizontally– Aligns constructs horizontally using the green-highlighted construct as the anchor point.
• Clone Shape– Resizes all selected constructs to match the size of the green-highlighted construct.
• Automatic Resize– Adjusts selected constructs to a consistent size when differences are detected.

Hierarchy Diagram Indicators, Search & Settings

Hierarchy Diagram- Indicators, Search & Settings Menu

Indicators

• Compression– Indicates the layout compression level on the canvas. The current setting is indicated in red next to the wrench icon.
• Number of Levels– Indicates the levels shown on the canvas (up to 10 levels). The current level is indicated in blue next to the wrench icon.

Search

The Search field allow users to search the Name, Number and Description fields of the entities displayed on the diagram canvas.

Settings

Click the wrench icon in the top-right corner of the toolbar to open the diagram settings menu. These settings are always available, regardless of selection.

• Number of Levels– Sets the maximum depth shown (up to 10 levels). The current level is indicated in blue next to the wrench icon.
• Compression– Compresses (horizontal) or decompresses (vertical) the layout below the selected level. The current setting is indicated in red next to the wrench icon.
• Show/Hide Attributes– Opens a modal to choose which attributes appear on constructs.
• Labels– Toggles labels on/off. Labels appear below any visible attributes.
• Show/Hide Cross-Project Indicators– Toggles indicators for constructs imported from other projects.
• Auto Number– Opens a modal to automatically number constructs, starting from the top parent entity of the diagram canvas.
• Disable External Auto Layout– Prevents automatic layout changes triggered by external entity updates, preserving your manual layout.
• Layout– Reapplies the automatic diagram layout after manual adjustments.
• Reset Diagram– Restores the diagram to its original state.
• Help– Opens to the introductory Hierarchy Diagram Help Center article.

Rollup Feature

The Rollup feature aggregates attribute values from child entities up to a parent entity. No matter what level, if it is a parent entity the Rollup option will appear in the toolbar of the Hierarchy Diagram.

How to Use Rollup

Rollup Tool: Hierarchy Diagram Video

1. In the Hierarchy Diagram, select a parent entity.
2. Click 'Rollup' in the toolbar.

Selecting and Configuring a Rollup Attribute

1. 1. Toggle on/off 'Roll Up Only Visible Entities'
   2. Click the dropdown to choose the attribute to roll up.
   3. For Number or Duration attributes, select or type in the number of decimal places (up to 15) for rounding.
   4. Once Attribute is selected, calculation will appear.

Applying the Rolled up Value

1. 1. Click 'Apply Value to Attributes'.
   2. Behavior by data attribute type:
      • Number: The summed value, rounded to the selected decimal places, is applied.
      • Duration: The summed value, rounded to the selected decimal places and using the highest time unit in the hierarchy, is applied.
      • Enumeration or Multiselect: The most frequently occurring value is applied.
   3. Verify the updated attribute on the left sidebar.
   4. 'Save' the Diagram.

To continue learning about General Diagrams, Click Here.

(Next Article: Interface Control Diagram)