Working with Pipeline Records

This section explains how to work with folders and pipelines in the system hierarchy tree. The information is intended for users with SysAdmin user permissions unless noted otherwise.

Topics in section include those in the following list:

• Adding a Folder in the Hierarchy

• Adding a Pipeline in the Hierarchy

• Moving and Renaming a Pipeline

• Deleting a Pipeline

• Understanding Default Location Formats

• Selecting a Default Location Format

• Adding a Pipeline Information Record

• Adding a Pipeline Maintenance Record

• Attaching a Document to a Pipeline Record

• Working with Themes and Filter Groups

• Filtering Data in a Grid

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