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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 items can be managed through a special tree-like structure, making this process easier and more effective.

Using tree structures, you can create a node hierarchy Use the tree structure to create a node hierarchy with any predefined nesting level that allows easily implementing you to implement 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 or card structure functioningheader or cards functionality.

A scheme below illustrates the functionality work principles:

Image Removed

Tree structures in brief

Image Added

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 Exitexit to apply the changes.

Node type Type form fields

FieldMandatoryDescription
NameYA Specify a node type name (for example, "Portal Card").
RE ModelmodelNSpecify a record extension extented 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 Exitexit to apply the changes.

Tree form fields

FieldMandatoryDescription
NameY
Descriptive
Specify a descriptive tree name.
Available
Node Types
node typesYSelect node types to use within this structure
from the Node Types dictionary
.
You
 You can select more than one item.
Maximum
Nesting Level
nesting levelYSpecify an integer number responsible for the hierarchy maximum level.
ActiveN
By selecting
Select this checkbox
, you can make
to activate a tree
active or inactive
record.

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 In the Related Lists area, select the Simple Node related list tab.
  4. Click New and fill in the fields.
  5. Click Save or Save and Exitexit 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 Exitexit to apply the changes.


Excerpt

Node form fields

FieldMandatoryDescription
TitleY
Node
Specify the node title. This field can be populated in any language supported by the platform.
TreeY

Select a previously created tree containing information about the structure.

Tip

You can use the "out-of-the-box" tree. It is called Portal Header Menu and is stored in the Tree (simple_tree) table 


ActiveN
By selecting
Select this checkbox
, you can
to make
a
the node active or inactive.
Tree
OrderY
Select a previously created tree containing information about the structure
Enter a number to define the node order. The nodes are sorted in ascending order.
General tab
fields
Access
Criteria
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 do not protect them.
Node
Type
typeNSpecify a node type by choosing from the previously created ones.
Nesting
Level
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

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 When a node that allows creating child nodesis created, 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:create child nodes for it. To do so, complete the following steps:

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


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absoluteUrltrue
classfixedPosition
printablefalse