Forum Discussion

SimonEx's avatar
SimonEx
New Contributor
3 years ago

UD Restructure

Hi I am looking for a way to restructure a part of our UD1 hierarchy but there over 1,600 lines to move so I don't really want to copy and move them individually to their new locations. Is there ...
Metadata
Methodology
JackLacava's avatar
JackLacava
Honored Contributor
3 years ago

There are a few approaches:

  • Extract the metadata as XML, edit it with some scripting (Powershell, VB.net, C#, Python, etc), and upload it back
  • Use a one-off extender rule, triggered via a Data Management job. The API function to modify relationships is SaveRelationshipInfo, search across the forums for examples.
  • There are some Excel-based helpers for metadata management floating around in the wider community. I expect that sort of process might still be pretty painful over 1600 members...

Whatever you do, remember that data is stored against base members; so don't remove those, don't turn them into parents, and don't leave them orphan. Also keep an eye on constraints and channels, if you use them in combination with UDs.