Tree Editor performs advance editing, filtering and exporting operations on tree structures. Main elements of the Tree Editor are:

1.    Content header displays the tree name,

2.    Toolbar displays tree action buttons:

a.    Refresh: refreshes the tree display to last saved state discarding any form selection, filter applied on tree editor, etc

b.    Export to CSV: export to CSV the selected forms

c.    Save New Order: disabled, if forms order was not changed. It saves the new order of the forms

d.    Filter: filters only the tree forms

e.    Backups: display the options for backing up a tree and restore the tree from a saved backup

f.     Baseline: display the options for baselining the tree forms

3.    Columns button: allows changing the fields displayed for each form.

4.    Header and footer showing Select All check box, Form ID and the fields names selected for display

5.    a set of actions applicable for each form, displayed on each row of the table

Figure 5‑6 Tree Editor Overview

Columns

The default set of columns displayed by Tree Editor uses the Default format existing in TRACE. To change the fields displayed by Tree Editor in columns, click on Columns button. Columns window dialog has:

·         Selected Columns section displaying the selected fields currently displayed by Tree Editor. The fields order is established by the user.

·         Un-selected Columns section displaying the custom fields from the system fields and custom tree form types, in alphabetical order.

o    Use drag and drop to add/remove fields from a section to another section and to establish the order of the displayed columns.

o    When done with the changing the columns, click Apply button from the top of columns window dialog for the tree editor to display

·         Load and Save formats options are displayed when click on the Gear icon at the top of columns window dialog

o    Load format: loads in the Selected Columns section the fields from a saved format

o    Save in a format the current selection and position of fields by clicking on Save icon next to Selected Columns label. Fill a relevant name for the format, choose a scope and click Save.

Figure 5‑7 Tree Editor Columns Window Dialog

Export to CSV

Tree Editor allows export of section of data from the tree structure. The export file will contain:

• in rows: the selected forms including their descendants. When a form is selected, by default all its descendants are exported.
• in columns: the selected fields displayed by Tree Editor also.

Note: Some of the fields will not be exported even are displayed in Tree Editor. The rules from Export from CSV apply..

 

1.    Click on Select All checkbox to select all forms

2.    Click on Export to CSV button from toolbar (see Figure 5‑8)

The export generates a .csv file containing all selected forms (including their descendants, even are not shown) in the same order as they are displayed in TRACE.

Each file record starts with the control fields: Form ID and then continues with the fields displayed by Tree Editor.

Figure 5‑8 Tree Editor - Export to CSV

 

1.    Click on Export to CSV this branch button from the Form Actions (see Figure 5‑9)

The export generates a .csv file containing the form (including its descendants, even are not shown) in the same order as they are displayed in TRACE.

Each file record starts with the control fields: Form ID and then continues with the fields displayed by Tree Editor.

Figure 5‑9 Tree Editor - Export to CSV a single branch

Save New Order

Tree Editor allows reordering the forms in tree by drag and drop into the new position. When the form positions change, the Save New Order button is activated. Clicking the Save New Order button saves the new potions of forms. Most often, the saving produces an automatically renumbering of the forms, it depends on the form-type “Change on reorder” option.

The reordering can happen:

·         on the same level by changing only the position keeping the same depth level

·         different levels by changing the position and the depth level

Filtering

Tree Editor allows filtering among the forms in tree. Running a filter on tree forms brings forms that meet the criteria including their ancestors just for display reasons. Forms that are part of the filter results are highlighted with blue background. The number of results is displayed between parentheses and counts only the filter results.

1.    Click Filter button from Tree Editor toolbar to activate the Filter panel

2.    Select the set of criteria from to filter for

3.    Click Run to apply the filter

4.    Notice the filter results

Figure 5‑10 Tree Editor - Filtering

 

Form filtering combined with export to CSV provides a powerful feature allowing export only of the filter results.

Form Actions

Tree Editor displays a set of actions for each form.

1.    Expand/Collapse groups

2.    Drag and drop for rearrange the forms in tree

3.    Copy Branch button creates a new form on the same level including copies of the children forms

4.    Export Branch to CSV button exports only this branch along with its descendants. The export header will contain the selected fields displayed in the Tree Editor view. Status and Resolution fields are exported only if form type has a workflow attached.

See Export for more details.

5.    Edit form button opens the form edit window. When click of Save changes

6.    Delete form button deletes the form along with all its descendants. The sequent forms from same level will be renumbered

7.    Backup this branch button saves the form positions and the field values of this branch and its descendants for future restores.

8.    Create new forms button: creates descendant form for the current form.

9.    Create a new root branch button creates a new form on the ultimate level of the tree structure.

Figure 5‑11 Tree Editor - Form Actions

Edit In-line

Tree Editor allows changing of fields directly in its interface without opening the edit form window. Double click the form row for changing to edit in-line mode.

Tree Editor supports edit inline for following field types: Choice, Date, Flag, Number, User, Status and Resolution, Internal, Display Id (if the form type has [User Defined] numbering).

Note: If the user is restricted by role or record access control to edit the fields, the field values will be displayed in view mode.

Figure 5‑12 Tree Editor - Edit In-line

 

Also Tree Editor has feature for backing up the tree for future restores (see Backup and Restore) and baseline for future references (see Baselines).