Infinity Tree for Dynamics 365 Documentation

Usage

The following steps should be taken each time a new tree-view control needs to be added to a form.

  1. Create a N:N relationship between the primary table and the tree view table. Make a note of the ‘Name’ as this is required for the control properties.

  2. Create a ‘Single Line of Text’ field on the primary table where the infinity tree control will be displayed. Make sure the max-length is large enough to store the selected values you’re expecting.

    Note: Setting the Field Requirement to be Business Required will make the tree view control required on the form, ensuring one or more values are selected, both on create and update of a record.

  3. Add the new Text field to the form of the primary table.

  4. Select the field, and expand Components.

  5. Select + Component to add a new component.

  6. Search for and select Infinity Tree, or select Get more components if it’s not visible right away.

  7. Fill out the Infinity Tree component properties:

    • Table column: The field bound to the control. Stores a comma separated list of names.

    • Relationship Name: Schema name of the N:N relationship.

    • Hierarchy Field Name: (Optional). The lookup schema name on the related table that defines the hierarchy for the tree view.

    • Tag Field Name: (Optional). Schema name of the field used to display the selected values. If unspecified, this defaults to the primary name field for the related table.

    • Tree Field Name: (Optional). Schema name of the field displayed in the tree view list. If unspecified, this defaults to the tag field name.

    • Results Filters: (Optional). The FetchXML <filter> to apply to the tree view results. If unspecified, this defaults to Status = Active. Dynamic values from the form can be included in the XML using {{fieldname}}.

    • Selectable Filters: (Optional). The FetchXML <fetch> query to determine which nodes can be selected. If unspecified, all nodes can be selected.

    • Promote Orphaned Nodes: (Optional). Specify whether child nodes without a parent node in the result set should be promoted to top level nodes.

  8. Make sure to set the Infinity Tree control to show the component on Web, Phone, and Tablet.

  9. Click Done to close the Component Properties, then Save and Publish the form.

  10. Open a record from the primary table to see the new control.