Copying Trees

You can copy a tree using the Save As link from the navigation bar, or you can use the copy function from the Tree Maintenance page. The whole tree is copied, including its branches.

Note:

To reduce copy time, PeopleSoft recommends copying large trees using the Copy function instead of the Save As function.

You can copy a tree into another setID. However, you are only copying tree data, not the supporting application data.

If the TREE_NAME field exists in the User Node table, then the user node data (node descriptions, and so on) cannot be shared between trees with different names. For this reason, if you copy a tree using the Save As function in PeopleSoft Tree Manager or the Copy function in the Copy/Delete Tree utility, and user node table includes the TREE_NAME field like one of the key fields, you must manually insert the new tree's node descriptions.

To copy a tree using the Save As link:

1. Select Tree Manager, Tree Manager.

2. Open the tree that you want to copy.

3. Select the Save As link from the Tree Manager page.

   The Tree Definition and Properties page appears.

4. Update the information for the new tree.

   You must enter at least a new tree name and effective date. You can also change any of the other settings, although there are restrictions on your changes to the Use of Levels setting.

   Note:

   You can change the Use of Levels setting, but you cannot change a tree from not using levels to using them. Changing a tree from loosely enforced levels to strictly enforced levels is not recommended.

5. Click the Save As link or Save As Draft button.