Snapshot hierarchy in a collection
- Robert Alexander Marshall
Overview
A space administrator can change the hierarchy of snapshots in a collection by moving a single snapshot or a family of snapshots to a different parent within a collection.
A space administrator can manage the snapshot in a space including setting the snapshot hierarchy when
moving the snapshot within a current collection
moving the snapshot to a new collection
linking a snapshot to an additional collection
Changing the hierarchy of documents in a collection allows the space administrator to organize the information shared with other users.
A snapshot created by a user using the snapshot popup on the page by default is added to the root of a collection.
Moving a snapshot in the collection hierarchy
A snapshot in a collection can be moved to a different location in the collection snapshot document hierarchy using the Move to option in the snapshot ellipsis in the space snapshot publishing dashboard.
In the snapshot document ellipsis menu options
choose Move to
In the Move to dialog box drop down menu options to move snapshot within the current collection
select the Target Collection to be the current collection
choose the new parent snapshot document as the Target Document
choose Move
The new hierarchical location of the snapshot document in the collection is updated in the snapshot publishing dashboard.
Moving a snapshot in the document hierarchy in a collection moves the selected snapshot and any descendant snapshot documents to the new location retaining the parent-descendant relationship.
For example, moving Digital Nomad - Remote Working Policy in the collection displayed above, also moves its descendant HR Health Benefits - Digital Nomad.
A snapshot cannot be moved underneath an existing descendant.
A warning message is displayed if the selected new parent for the move is currently a descendant.
The hierarchical location for a snapshot can also be set when
choosing a different Target Collection in the Move to dialog box
linking a snapshot to another collection using the Link to option in the snapshot ellipsis menu options
Removing a snapshot from collection
The descendants of a snapshot removed from a collection are not removed. These are moved to be descendants of the next parent level in the ancestors.
For example, removing Digital Nomad - Remote Working Policy from the collection displayed above, moves its descendant HR Health Benefits - Digital Nomad to the root of the collection.
If there is no other ancestor the snapshot is moved to the root level in the collection hierarchy.