Program Roll Up & Roll Down

Program Roll Up & Roll Down describes the effect of assigning or removing programs from Tier 1 and/or Tier 2 records respectively.

Updated over a week ago

Program Roll Up

When assigning a new program to Tier 2 records, Apricot will automatically assign the Tier 1 record to the same program, if the Tier 1 record was not already assigned to that program.

Program roll up exists due to how record navigation functions in Apricot. Navigating to a Tier 2 record requires that a user is also able to navigate and have access to a document folder as a whole, therefore if a Program is added to a Tier 2 record and that set of users should be able to access that information and navigate to it, the Program must also be added to its associated Tier 1 record in order for that to be possible.

The message "The Tier 1 record(s) will also be added to this program" will appear in the Assign Programs pop-up on the Tier 2 record if the Tier 1 record is not already assigned. In the example below, if you are going to assign the "Advocacy" program to a Tier 2 record, then it will also be added to the Tier 1 record if it is not already assigned to the record.

Program Roll Down

When removing assigned programs from a Tier 1 record, Apricot will automatically remove the programs from the Tier 2 records if they had the same program assigned as the Tier 1 record. Tier 2 records cannot be assigned to a program that is not already assigned to the Tier 1 record.

In the example below, let's say you have a Tier 1 record and Tier 2 record that are both assigned to the "Advocacy" and "College Prep" programs. If you remove the "Advocacy" and "College Prep" programs from the Tier 1 record, then it will also be removed from the Tier 2 record automatically.

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