Defining Summary Tree Details

Use the Tree Details page (PSTREESTRCTDETL) to specify the record and field information used to summarize the tree.

To define tree details for the summary tree structure in PeopleSoft Application Designer:

1. Select Start, and then Programs, and then PeopleTools 8.x, and then Application Designer.

2. Through PeopleSoft Application Designer, create a view with a record type of SQL View.

   For example, if you create a summary tree based on a department detail tree that is keyed by setID, and the detail tree uses PS_TREE_NODE_TBL to store the node user data, then your SQL view might contain the following fields:

   • SETID

   • DEPTID

   • EFFDT

   • DESCR

3. Use the following SQL:

   Select A.SETID, A.TREE_NODE, A.EFFDT, B.DESCR
   from PSTREENODE A,PS_TREE_NODE_TBL B
   where A.SETID = ‘<your setid>’
   		and A.TREE_NAME = ‘<your tree name>’
   		and A.SETID = B.SETID
   		and A.TREE_NODE = B.TREE_NODE
   		and A.TREE_LEVEL_NUM = <your detail tree level number to be summarized>
   		and B.EFFDT =
   				(select MAX(EFFDT)
   				 from PS_TREE_NODE_TBL
   				 where SETID = B.SETID
   							and TREE_NODE = B.TREE_NODE and EFFDT <= A.EFFDT)

   Note:

   In this SQL statement, TREE_LEVEL_NUM must match the level number specified on the Tree Structure Property page.

4. Through browser, select Tree Manager, and then Tree Structure.

5. Search for an existing tree structure or create a new one.

6. Select the Details tab on the Tree Structure Properties page.

   The Tree Details page appears.

7. In the Record Name field, enter the SQL view that you created.

   Confirm that the setID, tree name, and level number in the view is the same as what you entered on the Tree Structure Properties page.

8. In the Field Name field, enter the field from the view that you are summarizing.

   For example, DEPT_ID.

9. Click the Save button to save your new summary tree structure.