Tree structures allow managing nested hierarchical structures of items, such as portal header menu and card structure, more effective and easier. This functionality is intended to reduce work efforts spent on portal structure configuration. The point is that nested portal items can now be managed through a special tree-like structure, making this process easier and more effective.

Using tree structures, you can create a node hierarchy with any predefined nesting level that allows easily implementing navigation structure on a portal.

It is recommended to recreate portal elements (headers and cards) using tree structures if you are using customized ones. Otherwise, you may face faults in portal headers or card structure functioning.

A scheme below illustrates functionality work principles:

Tree structures in brief

To configure a tree structure from scratch, follow the steps below:

  1. Configure a node type.
  2. Configure a tree structure.
  3. Create a node itself and configure its attributes.

Create a node type

To create a node type, please complete the steps below:

  1. Navigate to Tree Structures → Node Types.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exit to apply changes.

Node type fields

FieldMandatoryDescription
NameYA node type name (for example, "Portal Card").
RE ModelNSpecify a record extension model responsible for the final object view and behavior.  
Need URLNBy selecting this checkbox, you can define that all objects using this node type will require URL specification.

Create a new tree

To create a new tree, please complete the steps below:

  1. Navigate to Tree Structures → Trees.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exit to apply changes.

Tree form

FieldMandatoryDescription
NameYDescriptive tree name.
Available Node TypesYSelect node types to use within this structure from the Node Types dictionary. You can select more than one item.
Maximum Nesting LevelYSpecify an integer number responsible for the hierarchy maximum level.
ActiveNBy selecting this checkbox, you can make a tree active or inactive.

Create a node

To create a node, please complete the steps below:

  1. Navigate to Tree Structures → Trees.
  2. Open a tree record in which you need to create a node.
  3. Scroll down to the Simple Node related list.
  4. Click New and fill in the fields.
  5. Click Save or Save and Exit to apply changes.

To create a node from scratch, please complete the steps below:

  1. Navigate to Tree Structures → Nodes.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exit to apply changes.

Node fields

FieldMandatoryDescription
TitleYNode title. This field can be populated in any language supported by the platform.
ActiveNBy selecting this checkbox, you can make a node active or inactive.
TreeYSelect a previously created tree containing information about the structure.
General tab fields
Access CriteriaNSpecify the User Criteria defining user access to this node (card or header element). If no criteria selected, then all users are allowed to use this element and its sub-elements as long as they are not protected by separate criteria.
Node TypeNSpecify a node type by choosing from the previously created.
Nesting LevelY

Node nesting level. This field is populated automatically.

This parameter shows on which nesting level this item is located at.

ParentN

Specify a parent item if you are implementing a structure with some nesting levels, like this:

Structure
* Parent item 1

** Child item 1

** Child item 2

** Child item 3

* Parent item 2

** Child item 4

** Child item 5

Extra attributes tab

This tab appears if the used node type has the RE model specified, and the Need URL attribute of the node type is enabled.
URLY

Specify an URL for an item. In this field, you can specify either absolute or relative URL (relative to the current portal referring to the tree to which the current node is assigned):

Absolute URL: https://instance.example.com/portal/profile

Relative URL: /profile

After creating a node that allows creating child nodes, you can do this right from its record form. For this, please complete the steps below when you are done and have saved the form:

  1. Scroll down to the Child nodes related list.
  2. Click New and fill in the fields as described above.
  3. Click Save or Save and Exit to apply changes.

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