| Table of Contents |
|---|
| Note |
|---|
Multi Level & Tree Field provides to create Multi Level and Tree custom field and edit the data it contains. |
Options Tree
You should create the topmost item from the Options
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.
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.
Level 1 options can be created by the Create Option button. Each option you
create with this button will be on the first level.
Any option may be restricted to a particular issue type or group.
You can also create multiple options.
Add multiple parent options or sub-options splitting with “;“
Also, for the sub-options, use the plus sign next to the relevant parent option that you are willing to create sub-options.
The Multi Level Custom Field Types
Multi Level (Cascading)
Option Path (Multi Select)
Option Path (Single Select)
Tree (Multi Select)
Tree (Single Select)
To make use of the Options Tree definitions there
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
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.
.
Multi Level
Create Multi Level type of fields as much as your levels.
Then edit options tree mapping,
For the first level of the hierarchy, select “Connect to top of options tree“ and select the option tree.
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.
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.
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.
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.
Option Path Customfield view:
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.
When mapping a Tree type of field, you will select the whole Options Tree as a package.
For the lower levels, select “Connect as cascading child field“ and select the parent custom field.
Congratulations! You can now use your Multi Level fields on screens.
Multi Level (Cascading)
One Multi Level Cascading field is enough for your all levels! Create Multi Level (Cascading) field.
Then edit options tree mapping,
Select your Options Tree
Now use your Multi Level (Cascading) field on screens.
Option Path (Multi Select or Single Select)
Create Option Path type of field as multi select or single select.
Then edit option tree mapping,
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.
Tree (Multi Select or Single Select)
Create Tree type of field as multi select or single select.
Then edit option tree mapping,
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.
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.
Ready to go!
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, placing them on the screens is important to achieve correct cascading behavior.
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.
Option Move
If you want to change the options hierarchy,
click on the specific option
, use the Move button, and select the new parent option. To move an option to the first level, please select None and move.
Import/Export
There is an export option in every Options Tree Configuration. You can export your options as XML.
Also, you can bulk import your options from the Options Tree Configuration home page
.
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
Enter your data source API information!
After giving a name, continue with choosing the http method to use.
Then, enter the URL. The default timeout duration is set to 10, but you have the option to change it.
In the Response section, fill the ID and values. Before create, test your connection!
Link Your Data Source with Options Tree
After creating a blank Options Tree, use the Link button under the Actions.
Choose your Data Source and synchronization time interval.
| 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!
