Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents



Note

Multi Level & Tree Field provides to create Multi Level and Tree custom field and edit the data it contains. 
It allows branches of unlimited depth under the newly created options tree. The data that is required to appear in each opened tree is created by following the relevant screens below.
Each option created represents a tree structure in itself.

Options Tree

You should create the topmost item from the Options

Tree Configuration

Trees to define tree levels. There can be more than one Options Tree. The example below shows the addition of an Options Tree. Children's options can be managed by clicking on the edit button on the right side of each Options Tree.

Image Removed
Screenshot 2024-02-25 at 19.04.36.pngImage Added

Manage Apps > Options Trees

Managing Sub-Options

There can be many levels of sub-options bound to an Options Tree. It is best to describe the definition of sub-options by example.

Image Removed
Screenshot 2024-02-26 at 16.46.39.pngImage Added

Level 1 options can be created by the Create Option button. Each option you

will

create with this button will be on the first level. 

Image Removed

Screenshot 2024-02-26 at 16.48.36.pngImage Added

Any option may be restricted to a particular issue type or group. 

Image Removed

For

Screenshot 2024-02-26 at 16.49.19.pngImage Added

You can also create multiple options.

Screenshot 2024-02-26 at 16.49.40.pngImage Added

Add multiple parent options or sub-options splitting with “;“

Screenshot 2024-02-27 at 20.32.09.pngImage Added


Also, for the sub-options, use the plus sign next to the relevant parent option that you are willing to create sub-options.

Image Removed


Screenshot 2024-02-27 at 20.33.55.pngImage Added




The Multi Level Custom Field Types

To make use of the Options Tree definitions there

is a Custom Field type named

are six types of Multi Level customfield provided by the plugin that can be used to create Custom Fields and add them to respective screens and workflows.

Multi Level

Create Multi Level type of fields as much as your levels.

Image Removed

Mapping Options to a Custom Field

To map an Options Level to the newly created custom field you need to click on "Edit Options Tree Mapping" on the custom field configuration screen.

Image Removed

Screenshot 2024-02-28 at 10.12.26 copy.pngImage Added

Then edit options tree mapping,

Screenshot 2024-02-28 at 10.13.41.pngImage Added

For the first level of the hierarchy, select “Connect to top of options tree“ and select the option tree.

Screenshot 2024-02-28 at 11.03.09.pngImage Added

When mapping the level 1 custom field, the "Connect to top of options tree" option should be selected and, as a Custom Field, you will select your highest level custom field that you created before.

For the child levels, you should select the "Connect as cascading child field" option and then select the Custom Field in which your child options will appear. 

The defined custom fields can now be added to issue create/edit screens for use.

Image Removed

Adding Custom Fields to Screens

After the custom field configuration is complete, the fields can be added to screens. As there is a separate custom field for each category level, it is important to place them on the screens in order to achieve correct cascading behavior.

Image Removed

The Tree Custom Field

To make use of the Options Tree definitions there is a Custom Field type named Tree provided by the plugin that can be used to create Custom Fields and add them to respective screens and workflows. 

Tree type of custom field can be created as Multi Select or Single Select as your choice.

Image Removed

The Option Path Custom Field

To make use of the Options Tree definitions there is a Custom Field type named Option Path provided by the plugin that can be used to create Custom Fields and add them to respective screens and workflows. 

The Option Path type of custom field can be created as Multi Select or Single Select as your choice.

Image Removed

Option Path Customfield view:

Image Removed

Mapping Options to a Custom Field

To map an Options Level to the newly created custom field you need to click on "Edit Options Tree Mapping" on the custom field configuration screen.

Image Removed

When mapping a Tree type of field, you will select the whole Options Tree as a package. 

Image Removed

For the lower levels, select “Connect as cascading child field“ and select the parent custom field.

Screenshot 2024-02-28 at 11.05.38.pngImage Added

Congratulations! You can now use your Multi Level fields on screens.

Screenshot 2024-02-28 at 11.38.32.pngImage Added

Multi Level (Cascading)

One Multi Level Cascading field is enough for your all levels! Create Multi Level (Cascading) field.

Screenshot 2024-02-28 at 10.12.26.pngImage Added

Then edit options tree mapping,

Screenshot 2024-02-28 at 14.02.46.pngImage Added

Select your Options Tree

Screenshot 2024-02-28 at 14.04.42.pngImage Added

Now use your Multi Level (Cascading) field on screens.

Screenshot 2024-02-28 at 14.05.36.pngImage Added

Option Path (Multi Select or Single Select)

Create Option Path type of field as multi select or single select.

Screenshot 2024-02-28 at 14.07.37.pngImage Added

Then edit option tree mapping,

Screenshot 2024-02-28 at 14.09.37.pngImage Added

Select Option Tree

Only leaf options are selectable means that selection should be made at the lowest level. In the example below, it should be the third level. If you disable this option, all levels become selectable.

Screenshot 2024-02-28 at 14.09.45.pngImage Added

Tree (Multi Select or Single Select)

Create Tree type of field as multi select or single select.

Screenshot 2024-02-28 at 14.31.56.pngImage Added

Then edit option tree mapping,

Screenshot 2024-02-28 at 14.38.05.pngImage Added

Select Option Tree

Only leaf options are selectable means

that selection

that selection should be made at the lowest level. In the example below, it should be the third level. If you disable this option, all levels become selectable.

If you select Collapse options, at first, you will see your options collapsed.

Auto select children means that the selection of a parent will include all the children.

Auto select parents means that the selection of a child option will include the parent options.

Image Removed

Screenshot 2024-02-28 at 14.38.13.pngImage Added

Ready to go!

Screenshot 2024-02-28 at 14.50.07.pngImage Added

Adding Custom Fields

In the Custom Fields section, all

to Screens

After the custom field configuration is complete, the fields can be added to screens. As there is a separate custom field for each category level, placing them on the screens is important to achieve correct cascading behavior.

Image Added

Custom Fields

All the Multi-Level and Tree type fields are listed in the Custom Fields section. You can configure or clear custom field levels from this section easily.

Image Removed
Image Added

Option Move

If you want to change the options hierarchy,

you need to

click on the specific option

and nameMUltiLevelMove

, use the Move button, and select the new parent option. To move an option to the first level, please select None and move.

Multimediawidth1200

autostarttrueheight500

Import/Export

There is an export option in every Options Tree Configuration. You can export your options as XML.

Image Removed
Screenshot 2024-02-28 at 15.01.21.pngImage Added

Also, you can bulk import your options from the Options Tree Configuration home page.

Image Removed

Screenshot 2024-02-28 at 15.03.35.pngImage Added

Sync Data Source with Options Tree

You can sync your Options Tree with a data source using API!

Manage Apps > Multi Level & Tree Fields > Data Source > Create Data Source

Screenshot 2024-02-28 at 15.52.24.pngImage Added

Enter your data source API information!

After giving a name, continue with choosing the http method to use.

Screenshot 2024-02-28 at 16.01.16.pngImage Added

Then, enter the URL. The default timeout duration is set to 10, but you have the option to change it.

Screenshot 2024-02-28 at 16.01.31.pngImage Added

In the Response section, fill the ID and values. Before create, test your connection!

Screenshot 2024-02-28 at 16.02.04.pngImage Added

Link Your Data Source with Options Tree

After creating a blank Options Tree, use the Link button under the Actions.

Screenshot 2024-02-28 at 16.21.56.pngImage Added

Choose your Data Source and synchronization time interval.

Screenshot 2024-02-28 at 16.22.06.pngImage Added
Info

Please make sure to utilize the "Quartz Format Cron Expression" when scheduling with Cron Expressions.

E.g. use 00 10 05 ? * * * instead of 00 10 05 * * * 

You can use the Sync Options Now button to sync your options manually!

Screenshot 2024-02-28 at 16.22.14.pngImage Added