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The tree structure allows you to manage nested hierarchical structures of items, such as the portal header menu and cards. This functionality is intended to reduce work efforts spent on the portal structure configuration. The nested portal items can be managed through a special tree-like structure, making this process easier and more effective.
Use the tree structure to create a node hierarchy with any predefined nesting level that allows implementing you to implement the navigation structure on a portal.
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It is recommended to recreate portal elements (headers and cards) using the tree structure if you are using the customized ones. Otherwise, the errors may occur in the portal header or cards functioningfunctionality. |
A scheme below illustrates the functionality work principles:
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Configure a tree structure
To configure a tree structure from scratch, follow the steps below:
- Configure a node type.
- Configure a tree structure.
- Create a node itself and configure its attributes.
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To create a node type, complete the steps below:
- Navigate to Tree Structures → Node Types.
- Click New and fill in the fields.
- Click Save or Save and Exitexit to apply the changes.
Node Type form fields
Field | Mandatory | Description |
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Name | Y | Specify a node type name (for example, "Portal Card"). |
RE Modelmodel | N | Specify a record extension extented model responsible for the final object view and behavior. |
Need URL | N | Select this checkbox to define that all objects using this node type will require the URL specification. |
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To create a new tree, complete the steps below:
- Navigate to Tree Structures → Trees.
- Click New and fill in the fields.
- Click Save or Save and Exitexit to apply the changes.
Tree form fields
Field | Mandatory | Description |
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Name | Y | Specify a descriptive tree name. |
Available |
node types | Y | Select node types to use within this structure |
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You can select more than one item. |
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nesting level | Y | Specify an integer number responsible for the hierarchy maximum level. |
Active | N | Select this checkbox to activate a tree record. |
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To create a node, complete the steps below:
- Navigate to Tree Structures → Trees.
- Open a tree record for which you need to create a node.
- Scroll down to In the Related Lists area, select the Simple Node related list tab.
- Click New and fill in the fields.
- Click Save or Save and Exitexit to apply the changes.
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To create a node from scratch, complete the steps below:
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Node form fields
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When a node is created, you can create child nodes to for it. You can do this right from its record form by completing the To do so, complete the following steps:
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