Category Tree: Adding Items

You can use one of the following methods to add new items (such as SmartObjects, views, forms, workflows, and style profiles) to the category tree:

  • Right-click a node in the category tree
  • Click New on the category grid
  • Create items using the Designer home page and link the item to a category

You can also rename, delete, and move folders and subfolders in the category tree, and refresh the node.


Once you have added items to a folder or subfolder, the items display in the category tree. You can use the icons to identify the type of item created:

SmartObject
View
Form
Workflow
Style Profile
Checked out Form
Checked out View

SmartObjects, views, and forms have both a display name and a system name. The display name is what you see in the category tree, and, when you hover over it, the tooltip shows the following for SmartObjects, views, and forms:
System name: Item System Name
Description: Item Description

For workflows you see:
Fully Qualified Name: Item FQN
Description: Item Description

The description displays in the tooltip only if it contains a value. If there is no description, the tooltip displays only the system name (or fully qualified name).
The display name must be unique, so if there is an object that already has the name that you are trying to use for the new name, you cannot rename it unless you type a unique name.

There may be restrictions in the characters you can use and the length of the name that you can specify. For more, see KB002544- Item Naming: Known Restrictions and Limitations
  • If you don't see any of the options or if it is grayed out, you don't have the required rights. For more information on the different rights, see the Authorization topic.