Working with Entity Treeviews (ETV)
Entity Treeviews (ETV) allow you to organize and manage hierarchical structures for various business entities such as customers, vendors, items, sales/purchase personnel, and locations. This guide covers how to access, create, and modify treeviews.
Accessing Treeviews
You can access treeviews from the base lists or detail cards of the following entities:
| Entity | List Page | Card page |
|---|---|---|
| Customer | On the Customer List page select Treeview action in the Customer Menu | On the Customer Card page select Treeview action in the Customer Menu |
| Vendor | On the Customer List page select Treeview action in the Vendor Menu | On the Vendor Card page select Treeview action in the Vendor Menu |
| Item | On the Item List page select Treeview action in the Item Menu | On the Item Card page select Treeview action in the Item Menu |
| Salespeople/Purchasers | On the Salespeople/Purchasers List page select Treeview action in the Salesperson Menu | On the Salespeople/Purchasers Card page select Treeview action in the Salesperson Menu |
| Location | On the Location List page select Treeview action in the Location Menu | On the Location Card page select Treeview action in the Location Menu |
Creating a Treeview
Here is a Step-by-Step example (Customer Treeview):
1. Open the Treeview Page from the Customers List.
2. Start from the ROOT Node. Every treeview begins with a non-editable ROOT node
3. Add Nodes
- Add a virtual node (default code:
VIRTUAL) or a real node (from the customer list). - Rename virtual nodes before adding new ones.
4. Build the Structure
- Nodes can be nested under virtual or real nodes.
- Items at the same level are sorted alphanumerically.
đź’ˇ Tip: Use consistent code lengths for virtual nodes to simplify sorting and display.
Modifying a Treeview
Moving a Node
It is possible to move a node from a branch to another in the treeview structure. Moving a node will also move all the related children noders.
- Select the node to move.
- Go to Process menu and select the Move action.
- Choose the new parent node in the treeview.
- Click on the Refresh action to see the updated structure.
⚠️ Note: If the node has children, they will be moved as well.
Deleting a Node
- Select the node to delete.
- Click the Delete action.
⚠️ Warning: You cannot delete a node that has children. Move or delete the children first.
Navigating Large Treeviews
When working with large or deeply nested treeview structures, it can be challenging to visualize the full hierarchy from the root node down to the lowest-level nodes.
To help with this, the Treeview Structure factbox—located on the right side of the treeview page—displays the complete path from the root node to the currently selected node. This allows you to quickly understand the node’s position within the overall structure without needing to manually trace it through the tree.
đź’ˇ Tip: Use this feature to easily verify node placement and navigate back up the hierarchy when working with large datasets.