Prerequisite : this functionality is only allowed for users with a Functional Administrator role

Connect to io-base, and access the Referentials / Functional Tree menu.

In the drop-down list, select the tree structure you wish to edit.

Functional trees behave like trees in a file explorer. To add an item, click on the + button at the level where you want to add an item.

A window appears, allowing you to choose the type of item to be added.

For further details on types, and how to add them, please refer to the dedicated article.

Once the type is selected, a property window appears on the right. It allows you to choose whether you want a default generated identifier, or to define your own identifier. This can be useful, especially if you are handling Json exports.

Once the name and ID have been entered, click on Save to validate.

The item appears in the tree structure.

Once the metric type is selected, a property window appears on the right. It allows you to choose whether you want a default generated identifier, or to define your own identifier.

The Label field allows you to choose which property of the metric will be displayed in the tree view.

Then use the Metric Search button to select the desired metric.

Note : Only one metric can be selected at a time.

Click on Save to validate.

Note : Metrics can be located at any level of the tree structure, and even at different levels.

To delete an item from a tree, click on the bin on the right of the item's name.

A confirmation message appears. To validate the deletion, enter delete and validate.

Note : to modify a tree structure, you can also use an import/export. Please refer to the dedicated article for further details.