Creating object instances
Whether and how you can create object instances depends upon how your system is configured and the permissions that have been granted by your administrator.
- From a Grid View.
Click Primary menu
> [object
type]. A Grid View for that object type is displayed. Click 
. - From a tab panel that is configured to add new objects.
Click
. The dashboard is displayed. Look on the tabs
for a panel that allows you to create objects. The panel will have a button with a label such as New
Control or New Risk. If you do not have such a panel, you might be able to create one, depending on your permissions. For more information, see Adding a custom panel.
- From a Task View that allows you to create child objects.
Depending on the object type, a Task View might display buttons where you can create child objects. Access a Task View by working on a task that is assigned to you or opening an object from a Grid View. In this case, the primary parent is set to the object of the task you were working on.
- From a Task View that allows you to copy child objects.
Access a Task View by working on a task that is assigned to you or opening an object from a Grid View. Depending on the object type, a Task View might display a Copy button. You can make a copy of a child object and then edit the new object to meet your requirements.
For more information, see Copying objects.
The following example shows the screen, called a Creation View, that is displayed by clicking
Primary menu
> Assessments > Controls and
then clicking .
- The
button and New [object type] label might be named differently, depending on
your configuration.
- If the auto-naming setting is enabled for an object type by your administrator, a name is automatically assigned to the new object instance.
- When you create a child object, depending on the access point, you might have to select the
parent object or it might be set for you.
Look for Set Primary Parent and Add buttons in the Parent section of the Admin tab for the object.
- When you create a parent object, you might be able to select child objects to link to the new
object instance.
Look for the New or Add buttons on the Admin tab for the object.
- The New, Set Primary Parent, and Add buttons might be named differently, depending on your configuration.
- You might be able to add file attachments.
Look for the Add and New/Update buttons.
- A new object instance cannot be saved until all required fields are complete.
- If the text Adding a description improves IBM Watson® Suggestions is displayed below a field, IBM Watson cognitive technology has been implemented. It can support you by providing taxonomy suggestions and/or object association suggestions. For more information, see Natural language processing services.
- Use the supporting information in inline guidance to help you understand what you need to do.
- Use the information text and progress bar in user guidance
to view a task's status:
Table 1. Colors in the progress bar Color Status Includes Red Not ready - Required fields that are empty.
- Required fields that have invalid values.
- Optional fields that have invalid values.
Green Ready Required and optional fields that are finished and have valid values. Gray Ready Optional fields that are empty. Black Not ready Fields that need to be revalidated. Click Save. Provide a valid value for fields that display as red in the progress bar. Review all optional fields and, if possible, provide values for fields that display as gray.
Use the key items that are listed in user guidance as your navigation point to important fields. Filter the list of key items by all key items, key items that need attention, or key items that are incomplete. Key items that need attention are included in red in the progress bar.
- Use the supporting information in inline guidance to help you understand what you need to do.