Key Points:

  • Only one card-hierarchy can be active at the same time. Only active hierarchy is taken into account when evaluating Spend Control rules.
  • Whenever you create a card-hierarchy, a root group (type: ROOT) is created with the same name and id.
  • You cannot create a detached group, so whenever you create a group, you should specify a parentId.
  • Cards (and only cards, not other subgroups) can be attached only to a group with type: CARD. If you want to create a group that will be split further into subgroups, use type: INTERMEDIATE
  • You can move a card or a group from one group to another
  • You can delete a group, but only if it does not contain any cards or subgroups. If you want to delete a group with cards or subgroups, you should specify a query parameter recursive=true
  • If you want to migrate to a completely different hierarchy, you should create a new inactive hierarchy, add all cards to it, and then activate it.

Disclaimer

This feature is sold separately. Please contact our sales department for more information.

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