Converting categorised user-defined enumerations into hierarchical

Categorised user-defined enumerations are complex to set up, and have been superseded by hierarchical user-defined enumerations, which are much simpler to set up and use. If you want have set up some categorised user-defined enumerations and you want to start using hierarchical ones instead, you can convert your categorised user-defined enumerations into hierarchical user-defined enumerations.

When you convert a categorised user-defined enumeration into a hierarchical user-defined enumeration, the following changes are made:

The top level user-defined enumeration in the hierarchy is converted into a hierarchical user-defined enumeration with the same name, containing a hierarchy made up from the values of the categorised user-defined enumerations beneath the top level.
The values that have been entered into the user-defined field corresponding to the top-level user-defined enumeration are changed, so that the field now displays whichever value was selected in the field corresponding to the lowest level of the hierarchy.
All categorised user-defined enumerations beneath the top level are deleted.
All user-defined fields corresponding to the deleted categorised user-defined enumerations are deleted.

For example, if you have a series of 'Country', 'County' and 'Town' user-defined enumerations, with 'County' and 'Town' as categorised enumerations, set up in such a way that your 'Country' selection determines the 'County' values that are available, and your 'County' selection determines the 'Town' values that are available, you could convert the top-level 'Country' enumeration into a hierarchical enumeration. This would result in the following changes:

The top level 'Country' user-defined enumeration is converted into a hierarchical user-defined enumeration called 'Country', containing a hierarchy made up from the values of the 'Country' and 'Town' categorised user-defined enumerations.
The values that have been entered into the user-defined field corresponding to the 'Country' user-defined enumeration are changed, so that field now displays whichever value was selected in the 'Town' field.
The 'County' and 'Town' categorised user-defined enumerations are deleted.
The user-defined fields corresponding to the 'County' and 'Town' user-defined enumerations are deleted.

Once you have converted a categorised user-defined enumeration into a hierarchical enumeration, you may find that the name of the corresponding user-defined field is inappropriate. This is the case in the example above, where a field called 'Country' now displays the name of a town. If this is the case, you can rename the user-defined field to give it a more appropriate name. You might want to rename the user-defined enumeration as well, to give that a more appropriate name.

To convert a categorised user-defined enumeration into a hierarchical enumeration:

From the Asta Vision Home page, click Admin then click Enumerations. The User Defined Enumerations page appears.
Click Convert Categorised UDE. The Convert Categorised UDE to Hierarchy UDE page appears.
In the Convert UDE field, select the top level user-defined enumeration of the categorised enumeration you want to convert. For example, if you have a series of 'Country', 'County' and 'Town' user-defined enumerations, with 'County' and 'Town' as categorised enumerations, you would select 'Country' in this field.
Click Convert. The selected user-defined enumeration is converted into a hierarchical enumeration and you return to the User Defined Enumerations page.
Edit the resulting hierarchical user-defined enumeration if required, to ensure that its name is still appropriate.
Edit the corresponding user-defined field if required, to ensure that its name is still appropriate.