TreeView Configuration

Info Area Settings

The general definition of a tree node (i.e. sub-info area) consists of the following settings:

• Info Area: Select the info area you want to define as a tree node. For further details, see TreeView Configuration.

  With the tree view you can also navigate up and down hierarchies. For further details, see walkUpToRootRecord. Hierarchy trees are implemented for the info areas A1, OJ, KM, IB, and MA. Select "Special: Parent" as child info area to navigate up the hierarchy, and "Special: Children" to navigate down. The configured table caption and menu settings for this node are ignored for the "Special" settings, they are taken from the parent instead.

• Link ID: Enable the Link ID check box and enter the link ID, if you want to use another than the default link. For further details, see Link IDs.
• Relation Name: If you have defined a custom link between two info areas, you can enter the name of this virtual relation, which is then displayed in the tree.
• CRM Processes: Assign one or more CRM processes to the tree node. For further details, see Roles & CRM Processes.
• Info Area Label: You can specify a label for the node (default: the plural of info area's name).

  

  Table captions for the records listed in the tree are defined in the Record Settings area. For further details, see Record Settings.

• Record Filter: Select a filter to filter the records displayed under this node.
• Info Area Filter: Select a filter to hide tree nodes based on field values from the parent record. Example: Define and select a filter to only show the Activity (MA) node if the parent company meets the condition (RepID='$curRep' OR Rep2ID='$curRep') AND ABC='A'.
  All filters defined for the parent info area are listed.

  Note: Filters with more than one info area and parameterized filters (i.e. filters requiring user input) are not supported. If such a filter is used, it is ignored and a message is written to the client log.

  Note: If the value of a criteria field is changed by the user, he has to manually refresh the page in order to see the refreshed tree.

• Sorting: Defines the sort order for the records in the node. Use the following syntax:
  • Sort ascending: <field name or number> example - Date for the Starts on field of an activity (MA)
  • Sort descending: !<field name or number> example - !Date for the Starts on field of an activity (MA)
  • Comma-separate multiple sort fields: example - !Date,Contact
• Record Count: Defines the number of records displayed for the node, i.e. how many records are displayed when initially expanding an info area node. If more records exist, an additional node "…" is shown below. Clicking on "…" displays the next <Record Count> records.
• Node Menu: Defines the info area node's context menu. The following menus and menu actions are available:
  • M_TreeChildren: Contains all three menu actions, A_ShowALL, A_TreeList and A_TreeNew.
  • M_TreeChildrenNoNew: Contains A_ShowAll and A_TreeList.
  • M_TreeChildrenNewOrEdit: Contains A_TreeNewOrEdit. This is used for 1:1 children analogous to an Expand view with mode = NewOrShow. For further details, see mode. Example in UPDATE_DEFAULT: AD node in TreeView AK.
  • A_ShowAll: Expands the info area node, thus displaying all child records.
  • A_TreeList: Leaves the tree view to display the node's child records on a Search&List page.
  • A_TreeNew: Allows users to add new records as children of that node linked to the parent record without leaving the tree view. The SearchResults header contains a NewCommand button doing the same. For further details, see NewCommand.
• Search&List: Defines the Search&List configuration to be used when clicking on the info area node. For further details, see Search&List Configuration.By default, the search area is collapsed, only the actual results are visible. Clicking a list item displays the corresponding sub-list.
• Widget Options: Use this field to pass additional parameters to the displayed widget (SearchView or the form specified under Form).

  All properties for the selected widget as available in the Form Designer can be used. Define the widget with all desired properties in the Form Designer and copy the properties from the source view to this field.

  Examples:

  {"viewOptions": {"list": {"grid": { "showMenu": true, "showMiniDetails": false }}}}
  {"form": { "useAutoSearch": false }, "showSearchForm": true} 

• Form: Allows you to provide the name of a custom widget or form to be displayed when clicking on the node (with $Record representing the current record).

Node Settings

This setting is for appearance and behavior of a tree node.

Use the following settings to configure the appearance and behavior of a tree node:

• Check Children: The symbol for expanding a node is only displayed if the branch actually contains records. (To gather this information, the tree view tries to load the first record of the branch).
• Company-related: Only company-related records are displayed for this node. For example, use this flag to show only activities linked directly to the company instead of appointments linked to persons of that company.
• Disable Tweaks: This flag is only relevant when listing activities (MA) for a company or person: If checked, only MA records linked directly to the parent record are displayed but activities linked via the Activity Participants info area (MB) are ignored.
• Expand: When the tree is loaded, all branches with this flag are automatically expanded (i.e. <Record Count> records are read and displayed).
• Expand Records: When the tree is loaded, all branches with this flag plus the records within are automatically expanded (i.e. their sub-info areas are displayed).
• Hide Group Node: The group node is hidden, and records contained in this node are displayed directly under the parent node.
• Hide Records: The records of this node are not displayed.
• No Records: Allows you to define group nodes that contain group nodes themselves it is recommended to assign no menu if this flag is set.
• Readonly: Defines whether the details mask of a tree's record is editable or not. For further details, see viewMode.
• Show Count: Displays the number of records for that node. If more than <Record Count> records are found, the user is only informed that there are more than <Record Count> records.
• Hide GroupNode Without Children: Hides this group node in the tree view, if the group node does not have any child record to display. For example, a Ticket, Sales Group, or Activity node is hidden if it does not have any records to display.

Examples

Flag	Result	Flag	Result
Expand for persons		Expand Records for persons
Show Count for persons		Check Children example - for orders
Hide Groupnode for persons		No Records for persons
Hide Records and Hide Groupnode Use this combination to show documents linked to a record via D3 as if they were directly associated with the record. Example in UPDATE_DEFAULT: Treeview FI D3: Parent: FI | Link-ID: 127 | Flags: Hide Records D1: Parent: D3 | Flags: Hide Groupnode You can define an InfoArea Label Text for the D3 node renaming Document Link example - to "Documents".

Record Settings

Use the following settings to configure the appearance and behavior of the records listed under the selected node:

• Context Menu: Defines the menu displayed for each record of this info area. You can use the same menu as specified in the Expand configuration for that info area. Alternatively, you can use M_DefaultTree or define a special menu e.g. to avoid leaving the tree view. If undefined, the user can only view or edit a record depending on the node settings. For further details, see Node Settings.
• Expand: Defines which Expand configuration is used for displaying a record. If undefined, the default Expand configuration <infoAreaId> is used.
• Table Caption: Select the table caption to be used for all records of this info area and this branch (Default = <InfoAreaID>).

  You can use any table caption defined for the info area – this allows you to use another than the default table caption, e.g. if the default table caption is too long or contains redundant information already visible in the tree like the name of the company in a KP table caption.

• Widget Options: Use this field to pass additional parameters to the displayed widget, ExpandView or the form specified under Form.

  All properties for the selected widget as available in the Form Designer can be used. (Hint: Define the widget with all desired properties in the Form Designer and copy the properties from the source view to this field.)

  Example: { "viewMode": "Edit" }

• Form: Allows you to provide the name of a custom widget or form to be displayed when clicking on the node (with $Record representing the current record). The Form parameter allows to configure the tree view e.g. to open an external website in the area next to the tree.