Tree View
  • 10 May 2024
  • 5 Minutes to read
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Tree View

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Article summary

The Tree View control in Form Designer module provides a visual representation of data in a hierarchical structure, resembling a tree with parent and child nodes. 

This control is specifically useful for displaying data that has a nested or hierarchical relationship, such as product categories or classification. It allows users to easily navigate through levels of data, expand or collapse nodes to view or hide details, and interact with the data in an intuitive way.

Figure: Tree View Example

Figure: Tree View Control

Let's explore the following use case to understand the use of Tree View control.

Use Case

User Persona: Application Designer

Solution
NovaTechaims to enhance its Service Catalog by providing users with a structured view of service categories and subcategories, facilitating easy navigation through the catalog's offerings.

To meet this requirement, Sam can make use of the Tree View control. This control displays the parent category along with its associated subcategories in a hierarchical format, offering users a clear and organized view of the available services. 

By implementing the Tree View control, NovaTech ensures a seamless and intuitive browsing experience for its users within the Service Catalog.


Configure Tree View Control

Here's a sneak peek into how you can configure the Tree View Control.

1. Navigate to General tab of Form Designer. Enter all mandatory details required for the Form. 

2. In Design Form tab, from the left pane select Controls > Form Controls > Tree View Control.

3. Drag and drop this control inside a panel to create a Tree View field.

4. Click (Settings icon for this field) Tree View to view Properties pop-up.

UI Control Properties for Tree 

You can view the following tabs on the settings for this field:

Properties

This section allows the user to configure the Tree control properties.

Figure: Tree Properties

Field

Description

General

Title

Type in a unique name for the tree.

Example: Category

Sub Title

The subtitle text is useful to give the user an idea of what kind of information they need to fill in.

Subtitle text appears directly beneath the control container. Use it to explain why a piece of information is being requested, address security and privacy concerns, or suggest ways of providing answers.

Render As

Select from the drop-down to determine the behavior of the control.

Selection Tree - Enables users to choose items from a hierarchical structure. Selection tree is mostly used by end-users to make selections.

Tree Builder - Field with a form that allows users to construct and configure hierarchical structures, such as organizational charts or category trees. Tree Builder is mostly utilized by Administrators to create and customize hierarchical data structures within the application.

Render Style

Select from the drop-down to choose how you want the Tree View control to appear.

Inline - The Tree View control will appear inline within the drop-down. 

Pop-up - The Tree View control will appear as a pop-up on choosing this option. 

Selection TypeSelect from the drop-down to determine the behavior of the control.
 
Single Value - Choose this option to allow the selection of a single value at a time.
Multiple Value - Choose this option to allow the selection of multiple values at a time. 

Advance

This section allows user to enhance the advanced features in Tree View. See Field Description given below. 

Figure: Advance

Field

Description

General

Include as Filter


If enabled, then the respective control is available as a filter option on the Form Designer list page of the application.

Include as a column in grid view


If enabled, then the respective control is available in Grid view on the Form Designer list page of the application.

Is Clickable


If enabled, a pop-up window with text is displayed.

For example: The pop-up window with Text, URL, Email address, Password or Telephone will be displayed.

Allow Selection of Parent Node

If enabled, this allows the Parent Node to be a selectable field in the Tree View control. 

Include in TemplateIf enabled, then the Tree View field can be included in the export template for the form.

 

Validations

This section contains the list of validation setups using which Application Designer can configure the respective value based on status and any condition. To know more about the fields that are available under the Validations section, see Field Description given below. 

The Application Designer can add ‘pre-built validations’ to save time and effort by ensuring data accuracy and completeness without the need for custom rules. These validations offer a standardized method of data validation across forms, reducing errors and improving data reliability.

Figure: Tree Validations

 To know more about the fields that are available under the Validations section, see Field Description given below: 

Field

Description

Mandatory

Choose Mandatory from the drop-down to make the control a mandatory control. It ensures that this field must be filled out before submitting the form.

Disabled

Select Disabled from the drop-down to make the control a disabled control. It makes the control read-only and prevents any changes or inputs.

Hidden

Select Hidden from the drop-down to hide the control. It ensures that this field must be hidden if it contains any personal information.

Editable

Select Editable from the drop-down to make the control as an editable control.

Appearance

Customize controls appearance by aligning brand colors through appearance properties, enhancing user experience, and reinforcing brand identity.

Figure: Tree Appearance

Field

Description

Text

Font Type


Choose the desired font type from the drop-down menu to customize the appearance of the Tree View


Font Color

Select a font color from the color palette to enhance the visibility and aesthetics of the Tree View.

Font Size

Adjust the font size to your preference for better readability and presentation of the Tree View.
Font StyleApply font styles such as Bold, Underline, or Italic to emphasize specific text within the Tree View.

Security

This section contains the list of validation setups using which the Application Designer can configure the respective control as mandatory, based on condition, and so on. To know more about the fields that are available under the Security section, see Field Description given below.

Field

Description

Restrict field access

Enable this option to ensure that designated roles possess exclusive viewing or editing privileges for the content within the Tree View control, thereby restricting access to authorized users only.

For example: In a financial management system, only designated financial analysts or managers should have access to view or edit sensitive financial data entered in the Tree View control. 

Encrypted

Enable this option to ensure sensitive information remains secure and confidential by making it unreadable without the appropriate decryption key. 

For example: In a financial management system, sensitive information such as bank account details can be encrypted and only personnel with a decryption key can access the information.


Data Source

This section contains the list of validation setups using which the Application Designer can configure the respective control as mandatory, based on condition, and so on. To know more about the fields that are available under the Data Source section, see Field Description given below.

Figure: Tree Data Source

The following screenshot is displayed if the Data Source is selected as API.

Figure: Data Source - API

The following screenshot is displayed if the Data Source is selected as Manual.

Figure: Data Source - Manual


Field

Description

Data Source

Using this option, you can define from where the data should populate for the Autocomplete control. The available options are:

  • Table
  • API
  • Manual

Parent 

This is the parent for the parent-child relation necessary for the tree view

Is Parent Encrypted? 


Table

Select the required table from the Table drop-down list.

Label Column

Select the required source column from the Label Column drop-down list.

Tree Parent Column

Select the required parent for the tree from the Tree Parent Column drop-down list.

Tree Child Column

Select the required child for the tree from the Tree Child Column drop-down list.




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