Forum Discussion

MikeL's avatar
MikeL
Ideator I
5 years ago

Exporting a custom tree view tab of the standard Document item type

Hi,

I created a Query Definition whose results are displayed in a custom TreeView-backed tab of the standard Document item type. I set this up through the 'Set Tree Grid View Usage' action in the Tree View editor.

Now I want to export this setup to a package and apply it to other Innovator instances. I tried exporting the relationship type that was created by the 'Set Tree Grid View Usage' action but the custom tab does not appear when importing in other instances.

Any ideas what I'm missing or how else to accomplish this?

Thanks!

6 Replies

  • Charles56's avatar
    Charles56
    Ideator I
    4 years ago

    Apart from the hierarchical structure of its nodes and leaves, a tree is quite The standard tree item consists of: The custom tree item allows you to use any combination of controls Navigation is an item type and therefore cannot be used together For the export, use the export to spreadsheet function.

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    • MikeL's avatar
      MikeL
      Ideator I
      4 years ago

      Thanks for the suggestion!

      However, I'm not trying to export the data that is displayed in the TreeView but the relationship of the TreeView to the Document tab where it is displayed.

      The main goal is to add a custom tab to the Document item type that displays the results of a Query Definition in a TreeView. Both of these I was able to do by:

      - Creating a Query Definition that queries the data to be displayed in the custom tab.

      - Creating a TreeView that shows the result of the query.

      - Using the 'Set Tree Grid View Usage' action of the created TreeView to add the TreeView as relationship tab to the Document item type.

      This creates a relationship item type for the TreeView usage.

      Now I want package this setup into a PackageDefinition and export it so that it can be imported and used in other Innovator instances. I am able to export the relationship itself, however importing it does not tie it to the Document item type and the tab that exists in the exporting Innovator instance does not appear in the importing instance.

      • ken's avatar
        ken
        Creator I
        4 years ago

        Hi MikeL,

        Were you able to get a tree grid view successfully added to a package definition to import to another Aras instance?

        We are trying to do the same thing for a new tree grid view in Part and are getting an error on the import. 
        It seems we need to import the following:

        • Query Definition
        • Tree Grid View
        • Form (auto created)
        • Relationship type (auto created, includes Relationship Item Type)

        The import fails on the Relationship Type though with a dependency I can't decipher. Were there other things we should be including in the export or package definition?