Working with Pipeline Records : Adding a Folder in the Hierarchy

Adding a Folder in the Hierarchy
The hierarchy is an organizational structure of one or more folders. Folders are organized in a tree structure based on the number of hierarchy levels set up in the system. The top level of the hierarchy is the root level that identifies your company’s name. All hierarchy folders are added below the root level. The lowest level of the hierarchy includes a folder with pipelines added in the system (Figure 4-1).
To add a folder in the hierarchy, follow these steps:
1
Click File > Select ROWs to open the Select ROWs window (Figure 4-1).
2
Figure 4-1. Select ROWs
3
Click Add to open the Add New Node dialog box (Figure 4-2).
Note: You can also open the Add New Node dialog box by right-clicking a selection in the hierarchy tree and selecting Add in the shortcut menu that opens.
4
5
Click the option Expand After Adding if you want to expand the selection tree after clicking Apply.
6
Click Apply. Repeat steps 2 through 5 as needed to add additional folders in the hierarchy tree.
Figure 4-2. Add New Node