Versions Compared

Old Version 5

changes.mady.by.user Dina Baksheeva

Saved on

compared with

New Version Current

changes.mady.by.user Dina Baksheeva

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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. 

Note

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:

Image RemovedImage 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, 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 form fields

FieldMandatoryDescription
NameYSpecify a node type name (for example, "Portal Card").
RE ModelmodelNSpecify a record extension extented model responsible for the final object view and behavior.  
Need URLNSelect this checkbox 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, 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
NameYSpecify 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.
ActiveNSelect this checkbox to activate a tree record.

Anchor
Node
Node
Create a node

To create a node, complete the steps below:

  1. Navigate to Tree Structures → Trees.
  2. Open a tree record 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, 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
TitleYSpecify 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.

InfoFirstly, fill in
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 

this field, so the General tab with the tree attributes appeared.


ActiveNSelect this checkbox to make the node active or inactive.
OrderYEnter a number
that will
to define the node order.
Nodes
The nodes are sorted in ascending order.
General tab
fields
Access
Criteria
criteriaNSpecify 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.

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 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

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:

  1. Scroll down to In 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.


Table of Contents
absoluteUrltrue
classfixedPosition
printablefalse