Adding Detail Values

To add detail values:

  1. Select Tree Manager, and then Tree Manager.

  2. Search for an existing tree or create a new one.

  3. On the Tree Manager page, highlight the node that you want the detail values to report to, or you can highlight one of the node’s other detail values.

    To complete a detail value tree, you need to define detail values for each terminal node in the tree, which means each node that has no child nodes.

  4. Click the Insert Detail icon.

    If you are creating a dynamic detail tree, select the Dynamic Flag option.

    The Detail Value Range page appears. It shows the tree node to which the new values report. If you select the Dynamic Flag option other fields on a page become locked. When you click the Add button, PeopleSoft Tree Manager displays brackets [ ] in place of the detail value for the selected node. When you use the tree, the system automatically selects the appropriate detail values for the node.

    Note:

    Do not add dynamic details in a tree that already has details using ranges. Trees should be either all dynamic details or all ranges. Mixing detail types can cause unpredictable results in other applications, such as PeopleSoft Query and PeopleSoft nVision.

  5. Use the search images to enter a range of detail values from the database field on which this tree is based.

    To enter a single value, enter the same value in the From and To fields.

    Note:

    When you specify a range of values, you cannot specify another detail value that appears within the range. For example, if you specify a range from 0271 to 0278, you cannot subsequently assign 0275 to another detail value – unless you selected the Allow Duplicate Detail Values option.

  6. Click the Add button.

    If you entered values that have already been defined in a database (User Detail Record), PeopleSoft Tree Manager adds the values to the tree when you click the Add button.

    If you enter new values, PeopleSoft Tree Manager informs you that you have entered an undefined value. Depending on your security access, PeopleSoft Tree Manager may enable you to add the new value.

  7. If you’re adding a new value to the database, click the Yes button.

    PeopleSoft Tree Manager displays the page for adding new values for the field.