12.1.8.1 Tree selector (Tree Editing) – Create objects

To create new content, everything can be done through right-clicking.

Instructions to create content

*These steps only have to be followed in order for the first time content is created. Once there is existing content, the right-clicking can be done from any object.

1. Access the Details page of an object you want to edit (for this example, we are starting from a process) and select “Edit”.

2. Navigate to the tree selector of the section in which you want to create new content (in this example we will create new content for the Organization module).

3. Right-click on the header and click on the “New Set” option.
   

4. Enter the name of the “New Set” and click on the Add button.
   

5. To create an object within the new set created, right-click on the set and click on “New Org Unit” option or click on the button.
   

6. The same way you did for the set, you can enter the following information about the “New Org Unit” and click on the Add & Close button:

• The name of the Org Unit
• The Parent of the Org Unit, that will become the parent of the input/output
• The option to select another available parent

7. Right-click on the new Org Unit and click select one of the “New” displayed options. For the example, we will create a “New Role”.
   

8. You can view and change different options in the page that opens:

• The name of the Role
• Display of the selected Org Unit, that will become the parent of the input/output
• The option to select another available parent

9. Once the role is created, it will be found in the list, under the selected parent.
   

*Once a set is created, the sub-leveled objects you can create are the same than the ones you can create directly from the module. For some modules (document for example) you can create folders, for others (organization or performance) you can create objects under sets. The tree selectors follow the logic of each module.