Using Save and Configuration Options

From the Tree Manager page, you can perform actions on the selected tree using the links that are displayed above the navigation bar.

Note:

Not all of the options appear on the screen initially. For example, the Save Draft link does not appear until the tree is modified, and the Navigation Options link appears only if the multi-navigation option has been set for the tree structure.

Field or Control	Description
Save Draft	Saves the tree or branch, but does not perform detail audits. Trees are marked as Draft until the audits are performed by saving the tree using the Save command, or by manually performing the detail value audits from either the Tree Definition page or the Tree Maintenance page.
Save	Saves the tree or branch and performs audits on detail values.
Save As	Saves the current tree or branch with a new name, new effective date, or modified properties.
Close	Closes the tree or branch and displays the Search page. When you are through editing a tree, it is important to save any changes you have made and use the Close link to let the system know that you are finished editing the tree.
Tree Definition	Displays the Tree Definition and Properties page where you can access the Performance Options page, change audits and edit levels, edit category of the tree, and edit description.
Display Options	Changes the way trees appear on the page. Also changes the way the drag-and-drop functionality behaves in the current session.
Navigation Options	Changes the navigation path for a selected node or detail to any of the components on the menu bar that are specified on the tree structure.
Print Format	Formats all or part of the tree so that it can be printed by using your browser’s print function. Also prints the open branch of branched trees.
Export to PDF	Click to access the Export to PDF page, where you can select the optional tree attributes to be exported to PDF files.

Saving a Tree in Draft Mode

Draft mode prevents detail audits from being performed when a tree is saved. Thus, it's possible to save draft trees that are invalid. The system considers all draft trees invalid and they cannot be used in other PeopleSoft applications – such as PeopleSoft Query or PeopleSoft nVision – until they are saved or until a tree audit is performed from either a regular Save, the Tree Definition page, Tree Maintenance page, or using Tree Auditor.

To view all invalid values in a tree, you can run the audits from the Repair Tree program and use the View Results option to see a list of audit problems. After an audit is performed with no errors, the status of the tree changes from draft tree to valid tree.

You can see if your tree is a valid tree or draft tree by viewing the Last Audit value at the top of the Tree Manager page. You can also check the status of a tree from the Tree Maintenance page.