Adding a Node to a List

You can add a new node or an existing node from another viewpoint to a list. To add a node from another viewpoint, the viewpoints need to be in the same view and use a node type converter. You can drag and drop the node from a viewpoint or a request item.

Note:

You can add a node to a viewpoint if Add is an allowed action for the node type.

You can also copy a node to create a new node. Properties are copied to the new node and can be changed if needed.

Adding a New Node

To add a new node to a list:

  1. Open the view that you want to make changes to and then either open a draft request or create a new request.

  2. From a list viewpoint, do one of the following: .
    • Click add node in list button and then select Add New.

    • To copy an existing node, click node select to the right of the node name to launch the context menu, and then select Copy.

    • To model after an existing node, click node select to the right of the node name to launch the context menu, and then select Model After.

      Note:

      You must have configured at least one related viewpoint in order to use model after in a list viewpoint. See Configuring Related Viewpoints.

    Note:

    A new node is added to the top of the list with a default name, for example Copy of 101. The default sort order for list viewpoints is by node creation date with the newest nodes at the top of the list.

  3. Modify the name for the new node and update node properties in the property pane.

    Note:

    The node name may be automatically calculated if the node has been set up to calculate the name value. See Calculating and Storing the Name of a Node.
  4. Continue to make changes, or click Done to close the request.

Adding a Node from Another Viewpoint

You can add a node from another viewpoint by using the menu action or by dragging and dropping the node. You'll use side by side layout to display the viewpoints on the screen.

To add a node from another viewpoint:

  1. Open the view that you want to make changes to and then either open a draft request or create a new request.

  2. From a list viewpoint, perform an action:
    • Click add node in list button and then select Add From.

      1. Select a viewpoint (only viewpoints that have mapped node types are available).

      2. Browse or search for a node and select it.

    • Drag and drop from another viewpoint: Click side by side layout button (or side by side layout button, depending on your theme) to open viewpoints in side by side layout and drag and drop the node to the target list viewpoint.

    • Drag and drop from a request item: Open the request that has the request item to copy and drag and drop the request item to the target list viewpoint.

    Note:

    To be able to drag and drop the node to the target viewpoint, a node type converter must be set up.

  3. If the node selected or dragged is a parent in a hierarchy viewpoint, select an option and then click OK:

    • Node only: Add only the selected or dragged node.

    • Node and Children: Add the node and its children.

    • Node and Descendants: Add the node and its descendants.

    • Bottom Nodes: Add only the bottom nodes of the selected or dragged node.

    Note:

    If multiple node types are available, you're prompted to select one.