Defining Basic Attributes

Use the Tree Definition and Properties page (PSTREEDEFN) to specify general attributes for a tree.

Navigation:

Select Tree Manager, and then Tree Manager.
Search for an existing tree or create a new one.
Click the Tree Definition link on the Tree Manager page.

This example illustrates the fields and controls on the Tree Definition and Properties page. Definitions for the fields and controls appear following the example.

Field or Control	Description
Tree Name	If you create a new tree, enter a tree name. Note: SmartNavigation passes the values of several tree-specific fields to the application via URL. Certain characters are inappropriate for use in an URL and should be avoided. When you set up trees, some characters in the tree name, setID, set control value, and tree branch fields should not be used. See Understanding Steps to Create Trees.
Structure ID	Select a tree structure ID. Define structures using the Tree Structure Properties page.
Status	Select a status of Active or Inactive. If you mark a tree as inactive, no other users have access to your tree from other PeopleSoft applications or tools.
Category	Select or add a category. Categorizing is a user-defined way of organizing trees so that they are easier to find when using the tree search pages. Note: Previously, the category determined how trees were arranged at the highest level and was an important visual clue in organizing trees. Category is now used only as a search value.
Use of Levels	Select a method for enforcing levels. Use Strictly Enforced or Loosely Enforced levels unless you have a compelling reason not to. Some features, such as creating summary trees, require levels. Note: For an existing tree, you can change the Use of Levels field. For example, you can change Strictly Enforced levels to Loosely Enforced levels, but you cannot change from not using levels to using them. Strictly Enforced: All the nodes at a particular level represent the same kind of information. In an organization tree, for example, all nodes at one level represent companies, all nodes at the next level represent divisions, and so on. With Strictly Enforced levels, each node has a level assigned to it based on its position in the tree. Nodes can skip levels, and the PeopleSoft Tree Manager will visually display any levels that are skipped. Loosely Enforced: The nodes at the same visual level of indentation do not all represent the same kind of information, or nodes representing the same kind of information appear at multiple levels. With Loosely Enforced levels, you assign a level to each node individually; the level is not tied to a particular visual position, although the nodes still have hierarchical parent/child relationships. Note: Changing a tree from Loosely Enforced levels to Strictly Enforced levels is not recommended. Not Used: The nodes in the tree have no real hierarchy or reporting structure, but do form a logical summarization structure. With this option, nodes do not have levels associated with them.
All Detail Values in this Tree	Select to check if all values in the detail value table should be included in the tree. For example, if you want to verify that all of the department IDs in the DEPT_TBL for a given setID are contained in the DEPT_SECURITY tree for that setID, select this box, and PeopleSoft Tree Manager will check for any department IDs that are not found in the tree. If you select this option and click the Performance Methods link, you can select an option in the Auditing All Detail Values group box on the Performance Options page. Note: This option is not available for use with winter trees. See Page Used to Select Performance Options.
Allow Duplicate Detail Values	Select to skip the audit that checks for duplicate detail values in the tree. When selected, you can have the same detail value appear under different parent nodes. Note: This option is not available for use with winter trees.
Perform Audits	Click to run the selected audit option from this page. PeopleSoft Tree Manager also performs audits whenever you save a tree. However, no audits are performed if you save the tree using the Save Draft option.
Item Counts	Displays the number of nodes, leaves, levels, and branches in the currently opened tree or branch. It does not count nested branches (branches with a parent branch that is different than a currently opened branch).
Define Tree Levels	Click to access the Tree Levels page and add, update, or delete tree levels. See Defining Tree Levels.
Performance Options	Click to access the Performance Options page and set access method, tree selector, or selector options. You can also set the Auditing All Detail Values option as well as Tree Change Service Operation options. Note: The Access Method, Tree Selectors, and Selector options are used mainly for optimizing tree usage with PeopleSoft nVision and Query when using the In Tree criteria option. See Setting Tree Performance Options.