Working with Hierarchies

 

You can increase or decrease the Indent Level of list items with the arrow buttons in the command bar or the Move Right and Move Left picks in the Items menu. As with moving list items up and down, you can move items right or left only when no temporary sort has been applied.

 

Increasing the Indent Level of an item gives it a parent/child relationship with the item above it.

 

If an item has indented items below it, it’s name will be preceded by a minus (-) if the items are showing or a plus (+) if they are not showing. You can click on the plus or minus to expand or collapse the hierarchy, showing or hiding all indented items below the clicked item. Note that the + and - signs appear only in the Item column.

 

All subitems that are indented below an item will automatically follow that item wherever it goes. When you move, delete, cut, copy or paste an item, all the subitems that are indented below the item will be moved with it. This is true regardless of whether the item’s hierarchy is collapsed or not, and regardless of whether all the subitems are showing or not. To separate the indented child items from their parent item, move the child items out of the hierarchy rather than moving the parent.

 

To select an item and all items indented below it, click on the minus sign in front of the item name and hold the mouse button down. This will show you explicitly all the items that are affected when the parent item is moved.

 

When you sort a list, an item’s subitems will follow their parent item to its new position in the list. Within each hierarchy, subitems at a given level with a common parent will be sorted as well.

 

When you filter a list, a parent item will be displayed if any of its subitems match the filter, even if the parent itself does not match. In this case, the parent item will be displayed in gray to indicate that it does not match the filter.