Virtual Lists

Virtual classification codes are designed to help keep your classification hierarchy manageable, easily updateable and more structured.

Virtual Lists are groupings of issue codes that can be administered separately from the main issue viewer tree.  These groups can then be added to any end-level issue in the main hierarchy.  Whenever a list item, or a group is updated, deleted, or created, the main hierarchy will be updated to reflect the change.

Virtual Issues appear in italicized blue.  This is only evident to HelpMaster administrators that have permission to create/edit Virtual Issues. See Application Security Roles

The Virtual Lists feature can be accessed via the Issue Viewer, by clicking the “Virtual Issues” button at the bottom of the screen.

The following notes apply to the use of Virtual Lists:

  • Any number of Virtual Groups can be made
  • Groups can only be added to an existing node in the main hierarchy that has no sub-nodes, or children
  • Groups cannot be added to an existing node if that node is the 5th level deep
  • Groups cannot be added to existing virutal groups/lists in the main hierarhcy - they can only be added to regular nodes of the hierarchy
  • Only 1 virtual list can be added to a node at a time.  If you find that you need more than one, consider making another group and including all of the items in that group, and then add that group to the hierarchy.
  • Once a virtual group has been added to the hierarchy, it can be converted to regular items.  Right-click and select from the menu.

Working with existing Classification Hierarchies

If your current classification hierarchy has many repeating, duplicate nodes, you can easily convert these to virtual lists.  This will make updating them much easier in the future.  This will also allow you to add and remove items from the group, which will update the entire hierarchy easily.

  In the configuration above, you can see duplicate, repeating nodes.

 

Create a Virtual List group with an appropriate name. 

Add all of the items that are repeated in the main hierarchy. 

Drag the group onto the parent node.  All the matching items will be converted into Virtual items.

 

 

Once the hierarchy contains vitual items, if the group to which they belong is updated (new items, deleted items, updated items), the entire hierarchy is updated whereever that virtual list appears.

 

 

See Also

Creating, updating, deleting classification codes