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Tree structures allow managing The tree structure allows you to manage nested hierarchical structures of items, such as the portal header menu and card structure, more effective and easiercards. This functionality is intended to reduce work efforts spent on the 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 the tree structuresstructure, you can create a node hierarchy a node hierarchy with any predefined nesting level that allows easily implementing the navigation structure on a portal.

Note

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

A scheme below illustrates functionality work principles:

Tree structures in brief

Configure a tree structure


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.

Anchor
Node type
Node type
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 the changes.

Node type form 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 Select this checkbox , you can to define that all objects using this node type will require the URL specification.

Anchor
Tree
Tree
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 the changes.

Tree form fields

FieldMandatoryDescription
NameYDescriptive Specify a descriptive 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 Select this checkbox , you can to make a tree active or inactive.

Anchor
Node
Node
Create a node

To create a node, please complete the steps below:

  1. Navigate to Tree Structures → Trees.
  2. Open a tree record in for 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 the changes.
Info

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 the changes.

Node form fields

FieldMandatoryDescription
TitleYNode Specify the node title. This field can be populated in any language supported by the platform.
ActiveNBy selecting Select this checkbox , you can to make a the node active or inactive.
TreeYSelect a previously created tree containing information about the structure.
General tab fields
Access CriteriaNSpecify the User Criteria defining the user criteria defining user access to this node (a card or a 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 the separate criteria.
Node TypeNSpecify a node type by choosing from the previously created ones.
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:

Code Block
languagetext
themeEclipse
titleStructure
* 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 a 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):

Info

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

Relative URL: /profile



Tip

After creating a node that allows creating you to create child nodes, you can do this right from its record form. For To do 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 the changes.


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