Configuring a Recursive Tree Applet
A recursive tree applet is a type of tree applet where all levels in the hierarchy are of the same object type. For example, the Account Explorer Applet includes a tree applet where the only node is for the Account business component. Siebel CRM displays subaccounts beneath accounts. A recursive tree can contain almost any number of levels of subrecords. Predefined recursive trees exist in Siebel CRM for the following objects:
Accounts
Activities
Campaigns
Opportunities
Positions
Various other business components where records contain subrecords
A recursive tree applet is defined with a tree object where only one tree node is attached. The business component in a recursive tree must reference the record of the same type at the next level up in the hierarchy. In the accounts tree example, the Account business component includes a Parent Account Id field that references the parent account. A link object must exist that references this field in the Destination Field property of the link. In the accounts example, this link is Account/Account.
To configure a recursive tree applet
Set properties for the tree node using values from the following table.
Property | Description |
---|---|
Recursive |
Set to TRUE to indicate that this is a recursive tree. |
Recursive Link |
Specify the link that references the one-to-many relationship that exists between the parent business component and the child business component. For example, Account/Account. The Account business component is the parent business component and the child business component defines the recursion. |
Root Search Spec |
Create a search specification that configures Siebel CRM how to get the list of top level records. The top level records typically contain nothing in the parent Id field, so you can use the following format:
where:
For example:
For more information, see Options to Filter Data That Siebel CRM Displays in an Applet. |