Tree Pane

The majority of list views are categorized, where a left-hand pane contains a tree which groups the data by a predefined category. A caption describes how the view is categorized. An alternative hierarchical pattern is used to group the data within parent entities, such as folders containing Library documents.

The tree pane indicates the number of records within each category or folder, with a top-level count of all records. As records may appear within more than one category or folder, the cumulative parent-level and top-level counts may be greater than the actual number of records being presented.

Note:

The hierarchy list view types used for Processes & Activities will not show counts; the Document Library and Report Output views will.

Navigate the tree by expanding and collapsing the nested levels. The levels are sorted alphabetically.

Selecting a level filters the grid to just show the records for that category or folder (or all records if the All level is selected). Selection within the tree filters the grid to a subset of records; the grid’s All filter tile shows a count of the actual number of records within the selected level; any subsequent filtering of the grid using filter tiles or searches applies to the subset, and has no effect on the tree.