Adding an object instance with the Add New wizard

With the Add New wizard, you can add a new object instance from many places within IBM OpenPages® with Watson™.

About this task

The tabs that are available to you in the Add New wizard depend on the object type of the instance you are creating, and the permissions that the administrator assigned to your profile. Tab labels are displayed on the wizard with a circle for each tab label. When all required fields for a page are complete and all field values pass validation, a green circle is shown for that tab.

This video demonstrate how to use a Natural Language Classifier to make object association suggestions:

This video demonstrates how to use a Natural Language Classifier to make taxonomy suggestions:

Procedure

  1. From the menu bar or other launch point, click Add New.
    For a list of launch points, see New object instances.
  2. Select an object type from the list.
  3. On the Create tab, click either Create from scratch or, to use an existing object instance as a template, click Create from existing. Depending on the object type or the permissions that are assigned to you from your administrator, the Create tab might not appear.
  4. If you want to use an existing object instance, you can select the object by using one of the following methods:
    • Select an object from the Recently Used tab.
    • Find an object by using one of the following options on the Search tab:
      • Type a term in the Search field to find an exact match to the object name or description.
      • Run a saved filter from the Filter list.

        The list of filters available is the same as the saved filters you see on the Filtered List View. When you run a saved filter from here, the results might differ because you see only objects that can be associated with the current object. When you run a saved filter from the Filtered List View, you see all objects for which you have read access. You can refine the list of existing objects that are shown in the search results by using the Narrow by options. For example, to show only objects in a specific folder, type the folder name in the Folder field.

  5. Click Next.
  6. Select an object type from the list.
  7. To identify the parent object to associate with the new object instance, on the Parent tab, select an object from the Recently Used tab or find an object on the Search tab. If cognitive technology is enabled to add a parent object to the object instance you are creating, you can use it to help you find the correct parent object. Leave the Parent tab empty for now and use the View Suggestions button on a later tab. If you are creating from a parent object, it might not be necessary to select a parent.
  8. Type or review a name for the object. An object name cannot contain two or more consecutive spaces. If it does, the Activity Views and Detail Views display the following error message: You do not have access to an object type used in this Activity View.

    If auto-naming is not enabled and you are creating a new object, you must enter a name. If you are copying an existing object, the name defaults to the name of the source object and you must change it.

    If auto-naming is enabled, a name is automatically entered for you and might be read-only, depending on the configuration. If you are copying an existing object, the name is unrelated to the source object's name.

  9. Move through each of the object-specific tabs in the wizard by clicking the tab labels or by using Next and Previous, and complete all of the required fields. Required fields are marked with an asterisk (*). A white circle next to a tab label indicates that all the required fields for that tab are not complete or failed validation. Required and optional fields vary depending on the object type.
  10. If there are associated children tabs in the wizard, you have the option to select objects to associate with the new object instance on each tab. For example, if you are creating a control, you can associate it to the issue that indicated that the control was missing.

    Select a child object from the Recently Used tab or find an object on the Search tab. If cognitive technology is enabled to add a child object to the object instance you are creating, you can use it to help you find the correct child object. Use the View Suggestions button.

    If you associate a large number of child objects, for example, more than 250, the system saves the object and then completes the associations in a background process instead of while you wait. You receive an email when the associations are finished. The email contains links to a process report and to the object's Detail View. You can also review the status of long-running processes in My OpenPages > Background Processes > My Background Processes. The associations are created if all the associations in the group are error-free. The default for long-running processes is 250 child objects associations but the administrator can change it.

  11. If the View Suggestions button is displayed, IBM Watson cognitive technology has been implemented to support taxonomy suggestions and/or object association suggestions. Click View Suggestions to display a list of suggestions together with corresponding confidence scores.

    The suggestions are based on the text that you entered in the classifier input field, for example, the Description field. The field that is used as the classifier input field and the field labels depend on how your administrator configured your system.

    • If cognitive technology has been configured to make taxonomy suggestions, a list of suggested classifications is displayed in the suggestions panel. After you choose a suggestion, the system populates up to three classifier target fields, for example, the Risk Category, Risk Sub-Category and Risk Example fields. You can manually populate the classifier target fields if they are included in the view. Doing so clears any selections that you made in the classifier field.

      You might be able to choose multiple suggestions, depending on the configuration.

    • If cognitive technology has been configured to make object association suggestions, a list of suggested objects is displayed in the suggestions panel. After you choose a suggestion, the system updates the object's parent or child associations. The system synchronizes object association changes that you make using a classifier field with those you make on the Parent tab and the children tab.

      You might be able to choose multiple suggestions, depending on the data model.

    To generate a new list of suggestions, change the text in the classifier input field , for example, the Description field. Click View Suggestions and then click Re-suggest in the suggestions window.

    If you do not want to use any of the suggestions, select None of the suggestions listed above and click Done in the suggestions window.

    To change the classifications or object associations after you create the new object, open the object's Detail View. For more information, see Editing objects in Detail View. For more information about Natural Language Classifier, see Natural language processing services.

  12. Click Save.

    You cannot save until all required fields are completed with valid values. If Save as Draft is enabled by your administrator, you can save a draft of the new object instance without completing all the required fields in the wizard.