Cannot create a Hierarchical Table

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Hi All,

I am trying to create a hierarchical in Customer Service.  I have created the parent table.  Then I create the child table which includes an Extra Table Relation to the parent table.  However when I try to set the Parent Field in the table properties, the drop down list is blank.  I cannot choose a parent field.

I am sure I am missing something obvious.  But at this point I cannot work out what I am missing.  Any help would be appreciated.

Thanks,

Trevor

2 Sep 2015 | 12:00 AM

All Replies (2)

Hi Trevor,

Hope you are doing fine!

Hierarchical tables are not using two tables, but rather one. What you need is to create one single table, which must contain both a "name" field and a "fullname" field (text, short) and a "ekstra table relation" field pointing back to the same table. After creating these fields, you need to specify them in the "edit table" screen. This will allow you to create entries in the table which are children of other entries. Our category table is a good example of how this works.

Finally, you can then add a "extra table relation" field somewhere else (e.g. the ticket table) pointing to the hierarchical extra table. You will then get a hierarchy chooser as UI control. 

Sverre

2 Sep 2015 | 12:00 AM

Hi Sverre,

I am doing well thank you.  Hope to see you at Expander World next month.

Thanks for this.  Just managed to create a Hierarchical Table using a single table, following your instructions.

Thanks again,

Trevor

2 Sep 2015 | 12:00 AM

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