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<p>Low-code designer > <a href="interface_settings.html">Set up interfaces</a> > Widget types > CRM widgets / Hierarchy</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Hierarchy</span></h1>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The widget displays linked items of one app in the form of a hierarchical chart. The connection is established in the following way: on the page of one item the related items from the same app are selected.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">For example, for the <span style="color: #0000ff;"><a href="360012584980.html" class="topiclink">Company</a></span> app, you can create a chart of the company's hierarchy by specifying the parent company and its subsidiaries in the page.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The hierarchy can be displayed as a tree or a table on the item page. In this case, in the widget settings you can select the fields that will be shown for hierarchy items in the table and tree.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">It is recommended to display the hierarchy in a separate tab of the form. You can place the widget both on the form of the app for which the hierarchy is customized and on the page of another app. Depending on this, the widget settings differ.</p>
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<h2 class="p_Heading2"><a id="context-settings" class="hmanchor"></a><span class="f_Heading2">Customize the hierarchy in the app</span></h2>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">To display the structure, the app context is first customized. To do this, a field of the <span style="font-weight: bold;">App</span> type is added to it for binding. It will refer to itself. In this field on the form of the item the user will be able to specify another item from the same app.</p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;">Then the <span style="font-weight: bold;">Hierarchy</span> widget is added to the app form and customized.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">Let’s consider two ways of customizing the hierarchy using examples. In the <span style="font-weight: bold;">Contracts</span> app, different tabs will display:</p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">The structure of all contracts and additional agreements. The items are stored in the app for which the hierarchy is being customized.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">The hierarchy of contractors from these contracts. The items are stored in another app, <span style="font-weight: bold;">Company</span>.</li></ol>
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<h3 class="p_Heading3"><a id="create-field" class="hmanchor"></a><span class="f_Heading3">Customize the context for the hierarchy from scratch</span></h3>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">To display the structure of contracts, a field must be added to the <span style="font-weight: bold;">Contracts</span> app to link its items to each other:</p>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click the gear icon next to the <span style="font-weight: bold;">Companies</span> app name and select <span style="font-weight: bold;">Form Settings</span>.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Create a property of <span style="font-weight: bold;">App</span> type, enable the <span style="font-weight: bold;">One</span> option, and select the app whose form you are customizing. Save the property.</li></ol>
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<p class="p_Normal" style="text-indent: 1px; margin: 0 0 0 36px;"><img alt="hier01" width="530" height="467" style="margin:0;width:530px;height:467px;border:none" src="hier01.png"/></p>
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<ol style="list-style-type:upper-roman">
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<li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Enable <span style="color: #0000ff;"><a href="360028941032.html" class="topiclink">advanced mode</a> </span>for form settings, add the created property to all forms in the app, and save the settings.</li></ol>
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<h3 class="p_Heading3"><a id="companies-fields" class="hmanchor"></a><span class="f_Heading3">Customize the context for the hierarchy in the Company app</span></h3>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">In our example, the contractor in the contract is pulled from the <a href="360012584980.html" class="topiclink">Company</a> app. It is part of BRIX CRM. The following fields are created in it by default for linking items and customizing the hierarchy:</p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Parent Company</span>. A field with the <span style="font-weight: bold;">One</span> option enabled, to specify the main office of the organization.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Subsidiaries</span>. A field with the <span style="font-weight: bold;">Many</span> option enabled to select all branches of the company.</li></ul>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">To allow users to link companies to each other, display these properties on the app forms: </p>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click the gear icon next to the <span style="font-weight: bold;">Contracts</span> app name and select <span style="font-weight: bold;">Form Settings</span>.</li><li value="2" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Since <span style="color: #0000ff;"><a href="360028941032.html" class="topiclink">Advanced Mode</a></span> of the form settings is enabled for the app, add the <span style="font-weight: bold;">Parent Company</span> and <span style="font-weight: bold;">Subsidiaries</span> properties to the <span style="font-weight: bold;">Create</span>, <span style="font-weight: bold;">View</span>, and <span style="font-weight: bold;">Edit</span> tabs.</li><li value="3" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Disable the <span style="font-weight: bold;">Read only</span> option for the properties so that on the forms users can not only create new companies, but also select them from existing records.</li><li value="4" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the settings.</li></ol>
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<h2 class="p_Heading2"><a id="widget-settings" class="hmanchor"></a><span class="f_Heading2">Customize the Hierarchy widget</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">The next step is to customize the app form where you want to display the structure.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p class="p_Normal">It is recommended to place the <span style="font-weight: bold;">Hierarchy</span> widget in a separate tab of the form.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">In our example, the hierarchies of contracts and contractors are being customized, so two tabs are created on the <span style="font-weight: bold;">Contracts</span> app form. A widget is added to each of them and customized differently:</p>
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<ol style="list-style-type:upper-roman">
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Go to the <a href="interface_designer.html" class="topiclink">interface designer</a> of the app view form.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Add the <a href="tabs.html" class="topiclink">Tabs</a> widget to the modeling field and set a name for it.<br />
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For our example, the following tabs are created in the contract page: <span style="font-weight: bold;">Contract Hierarchy</span> and <span style="font-weight: bold;">Company Hierarchy</span>.</li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Go to the created tab, click <span style="font-weight: bold;">+ Widget</span> and select the <span style="font-weight: bold;">Hierarchy</span> widget.</li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Further settings of the widget will differ depending on which app structure you want to display on the customized form. Two hierarchy options are available: <span style="font-weight: bold;">By item</span> and <span style="font-weight: bold;">By item property</span>.</p>
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<h3 class="p_Heading3"><a id="app-hierarchy" class="hmanchor"></a><span class="f_Heading3">Hierarchy by item</span></h3>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Hierarchy by item is selected if you want to display the structure of the app whose form is currently being customized.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">In our example, in the <span style="font-weight: bold;">Contracts</span> app, the structure of the contract and its additional agreements will be displayed on the <span style="font-weight: bold;">Contract Hierarchy</span> tab. You need to specify the parameters in the settings of the widget placed on this tab:</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="hierarchy-brix-01" width="988" height="651" style="margin:0;width:988px;height:651px;border:none" src="hierarchy-brix-01.png"/></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Build hierarchy</span>. The <span style="font-weight: bold;">By item </span>option is selected.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Field for linking</span><span style="font-weight: bold; color: #ff0000;">*</span>. Select the <span style="font-weight: bold;">App</span> type property, where users specify the linked item from the same app. For contracts this is the <span style="font-weight: bold;">Main Contract</span> field created earlier at the step of <a href="hierarchy.html#create-field" class="topiclink">context customization</a>.</li></ul>
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<p class="p_Normal">After that, configure the <a href="hierarchy.html#view-hierarchy" class="topiclink">hierarchy display settings</a> in the widget.</p>
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<h3 class="p_Heading3"><a id="app-field-hierarchy" class="hmanchor"></a><span class="f_Heading3">Hierarchy by item property </span></h3>
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<p style="line-height: 1.20; margin: 0 0 11px 0;">Hierarchy by item<span style="font-weight: bold;"> </span>property is selected if you want to display the structure of another app related to it on the form of one app.</p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;">In our example, in the contract page, in the <span style="font-weight: bold;">Contractor</span> field contains an item from the <span style="font-weight: bold;">Company</span> app. Since the contract and the company are linked, you can display the structure of the company selected in the field on the <span style="font-weight: bold;">Contracts</span> app form.</p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;">In the settings of the widget located on the <span style="font-weight: bold;">Company Hierarchy</span> tab, the parameters are specified:</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="hierarchy-brix-02" width="990" height="613" style="margin:0;width:990px;height:613px;border:none" src="hierarchy-brix-02.png"/></p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Build hierarchy</span>. Select the <span style="font-weight: bold;">By item</span> <span style="font-weight: bold;">property</span> option.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Item</span> <span style="font-weight: bold;">property</span><span style="font-weight: bold; color: #ff0000;">*</span>. From the context of the current app select the field of the <span style="font-weight: bold;">App</span> type that refers to the linked item. In the <span style="font-weight: bold;">Contracts</span> app, this is the <span style="font-weight: bold;">Contractor</span> field that references the company. The hierarchy of the linked company-contractor will be displayed on the contract form.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Field for linking</span><span style="font-weight: bold; color: #ff0000;">*</span>. From the context of the app linked to the current one and selected in the previous field, a property of App type with the One option enabled is selected. For our example from the <span style="font-weight: bold;">Companies</span> app the default created <span style="font-weight: bold;">Parent company</span> field is specified.</li></ul>
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<h3 class="p_Heading3"><span class="f_Heading3">Customize the display of items in the hierarchy</span></h3>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">The next step for both ways of hierarchy building is to set the appearance of items<span style="font-weight: bold;"> </span>from the structure on the form:</p>
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<ol style="list-style-type:decimal">
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<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Specify which app properties will be displayed in <span style="color: #0000ff;"><a href="hierarchy.html#tree" class="topiclink">tree</a></span> and <span style="color: #0000ff;"><a href="hierarchy.html#table" class="topiclink">table</a></span> views. To do that, drag the fields from the <span style="font-weight: bold;">Context</span> column.</li><li value="2" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Select the properties to he shown in collapsed tree pages. To do that, enable the <span style="font-weight: bold;">Short</span> <span style="font-weight: bold;">list</span> option for the added fields.</li></ol>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">To delete a property added from the context, click on the trash bin icon next to it.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">To finalize the widget settings, save the specified parameters.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 0 0 11px 0;">To make the form available to users, click <span style="font-weight: bold;">Save</span> and <span style="font-weight: bold;">Publish</span> on the top panel of the interface designer<span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></p>
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<h2 class="p_Heading2"><a id="view-hierarchy" class="hmanchor"></a><span class="f_Heading2">Display hierarchy on the form </span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">A widget can display up to 100 linked items. On the form, the hierarchy can be viewed as a tree and a table. The icons <img alt="clip0192" width="57" height="33" style="margin:0;width:57px;height:33px;border:none" src="clip0192.png"/><span class="f_ImageCaption"> </span>are used to switch the way data is displayed in the widget.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Hierarchy items are highlighted in different colors. Blue color is used for the head item. The record whose card is open or linked to the current item is highlighted in green. The other components of the structure are indicated in gray.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">You can interact with the fields in the pages of the hierarchy items. For example, click on a field of the <span style="font-weight: bold;">Email</span> type to go to writing a letter or click on a link in a field of the <span style="font-style: italic;">App</span> type to open the page of the specified record.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">When building a <a href="360012584980.html" class="topiclink">company</a> hierarchy, the <a href="360012584960.html" class="topiclink">contact's</a> name, title, phone number, and work email are automatically displayed in the selected field. If several contacts are specified, all related records are displayed.</p>
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<h3 class="p_Heading3"><a id="tree" class="hmanchor"></a><span class="f_Heading3">Tree</span></h3>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">When displayed as a tree, the widget shows blocks of related items with a short list of fields. </p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="hier04" width="1127" height="685" style="margin:0;width:1127px;height:685px;border:none" src="hier04.png"/></p>
|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;">To view the page and the full list of fields specified in the widget settings, click on the arrow icon in the block.</p>
|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="hier05" width="154" height="151" style="margin:0;width:154px;height:151px;border:none" src="hier05.png"/></p>
|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;">In items with dependent records, the icon <img alt="clip0191" width="21" height="21" style="margin:0;width:21px;height:21px;border:none" src="clip0191.png"/> is displayed. Click it to expand or collapse the corresponding tree branch.</p>
|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;">The tree control panel is located in the lower right corner of the widget. You can use it to scale the tree, minimize and maximize its structure.</p>
|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;">You can move around the tree on the form by dragging and dropping cards of items using the drag-and-drop method. In this way you can view records if the tree displays a large hierarchy.</p>
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|
||
<p style="line-height: 1.28; margin: 0 0 11px 0;">The hierarchy table consists of a complete list of fields selected in the widget settings. You can collapse and expand the displayed structure. To do this, click the button in the first column of the table.</p>
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||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="hier06" width="1124" height="668" style="margin:0;width:1124px;height:668px;border:none" src="hier06.png"/></p>
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