Setting Up Trees for Installed Products

To set up trees for installed products, use the Installed Product Tree Setup (RF_IPRD_TREE_DEFN) component.

Page Name

Definition Name

Usage

General Options Page

RF_IPRD_TREE_DEFN

Define the tree configuration (images to display in the tree, image size, page size, and date filter).

Define Nodes Page

RF_IPRD_TREE_NODE

Define the parent and child relationship of the tree nodes.

Test Tree Page

RF_IPRD_TREE_TEST

Test the 360-Degree View tree to ensure that you configured it correctly.

Use the General Options page (RF_IPRD_TREE_DEFN) to define the tree configuration (images to display in the tree, image size, page size, and date filter).

Navigation:

Set Up CRM > Common Definitions > Installed Product > Installed Product Setup Tree > General Options

This example illustrates the fields and controls on the General Options page.

 General Options page

Field or Control

Description

Tree Name

Displays the name for the tree for the installed product that you entered on the Add page.

Description

Enter a description of the tree you are adding.

Market

Select the market that will use the tree.

Default

Select to set this tree as the default tree that appears for this market on the Installed Product Hierarchy page if multiple trees exist.

General Tree Options

Use the fields in this group box to configure how the tree will look on the Installed Product Hierarchy page.

Field or Control

Description

Expanded Image, Collapsed Image, End Node Image, and Leaf Image Name

Enter the images that you want the system to display on the tree. A representation of the image appears to the right of the field. The defaults are:

  • Expanded Image: PT_TREE_EXPANDED

  • Collapsed Image: PT_TREE_COLLAPSED

  • End Node Image: PT_TREE_END_NODE

  • Leaf Image Name: PT_TREE_LEAF

Image Height and Image Width

Enter the size of the image that you want to appear on the tree. The default size is 12 by 15.

Page Size

Enter the page size for the tree. This is the size of the HTML area where the tree is displayed on the Installed Product Hierarchy page. To show the entire tree, enter zero (0).

Display Levels

Enter the maximum number of levels to display on the tree at any given time. To show all levels, enter zero (0).

Indent Pixels

Enter the number of pixels to indent each node. The recommended value is 20.

Runtime Search Options

When a user accesses the Installed Product Hierarchy page, the system displays the Product Name and Installed Product ID fields. To add additional search options to the page, select one or more of the check boxes that appear in this group box.

If you do not select any of the status check boxes, then the system hides the All and Single Status options and status drop-down list boxes. If you select one or more status check boxes, the system combines the statuses when it prompts the user for a value.

Note: The system does not display the Show Department Criteria and Show Asset Statuses check boxes unless you have PeopleSoft HelpDesk installed.

Use the Define Nodes page (RF_IPRD_TREE_NODE) to define the parent and child relationship of the tree nodes.

Navigation:

Set Up CRM > Common Definitions > Installed Product > Installed Product Setup Tree > Define Nodes

This example illustrates the fields and controls on the Define Nodes page.

 Define Nodes page

This page enables you to establish nodes for customer, site, contact, department, employee, and installed product and children.

Node Setup

Field or Control

Description

Tree Node

Select the type of node that you want to add to the tree. The system displays a list of fields associated with the node type in the Node Parameters - Fields to Display group box.

  • Customer: The system displays the Customer Name (default), Customer ID, and SetID fields.

  • Department: The system displays the Description (default), Department ID, and SetID fields.

  • Employee: The system displays the Employee Name (default) and Employee ID fields.

  • Site: The system displays the Site Name (default), Site ID, and Address fields.

  • Installed Product and Children: The system displays the Installed Product ID (default), Product Description (default), Status, Serial ID, and Asset Tag fields. This node is a required node. When adding a new tree definition, the system automatically adds this node.

    Note: If a single installed product has multiple statuses, then the system displays Multiple on the tree.

Note: If PeopleSoft HelpDesk is not installed, then the system does not display the Department and Employee nodes in the Tree Node drop-down list. Also, if you establish nodes for Customer or Site, then the system does not permit you to establish nodes for either the Department or Employee nodes and vice versa.

Status

Select the tree node status; either Active or Inactive. For the node to appear on the tree, the status must be Active.

Node Parameters - Fields to Display

Use the fields in this group box to indicate how you want the fields to display for the node you selected.

Field or Control

Description

Sequence

Enter a number to indicate the order in which you want the fields to appear on the tree.

Display

Select this check box for all the fields that you want the system to display for the node.

Display Length

The system displays the number of characters that it can display for the field. The system can connect in a series one or more fields on any of the Display Field As options. Each option, however, has a maximum concatenated display length. For Node Name, the maximum is 30 characters. For Node Description, the maximum is 40 characters. For Mouseover Text, the maximum is 100 characters.

Display Field As

Select an option to indicate how you want the system to display the field name. You can choose either Node Name, Node Description, or Mouseover Text. If you select Mouseover Text, the system displays the name of the field when a user moves their mouse over the node image whether it is a collapsed, expanded, or leaf image.

Note: Nodes always display text as < Node Name> – <Node Description>. Thus, all Node Name fields should be sequenced before entering node descriptions. The system forces you to enter it in this sequence if you make a mistake.

Order By and Order Sequence

Select this check box if you want the system to order the nodes in the tree in either ascending or descending order. If you select the Order By check box for a field, then you must select either Ascending or Descending from the Order Sequence drop-down list box. The sequence number determines the order in which the system orders the fields if you select the Order By check box for multiple fields.

Maximum Number of Rows To

Field or Control

Description

Display and Fetch

Enter the maximum number of rows to display under the expanded node in the Installed Product Hierarchy. Then enter the maximum number of rows to fetch, or retrieve, from the database when the user clicks View All on the tree node.

Note: If you leave this field blank, the system retrieves 1000 rows. For the Installed Product and Children node, this value applies to the number of installed product records matching the search criteria, not the total installed product records in the entire family.

Expand

Select this check box if you want the system to automatically expand the node when a user accesses the tree. For all nodes other than the Installed Product and Children node, the system loads all parents and children despite the setting of this flag.

The system either collapses or expands each node as necessary based on the setting of this flag before display. For the Installed product and child nodes, however, the system loads the children upon demand if you do not select this check box for the node.

Use the Test Tree page (RF_IPRD_TREE_TEST) to test the 360-Degree View tree to ensure that you configured it correctly.

Navigation:

Set Up CRM > Common Definitions > Installed Product > Installed Product Setup Tree > Test Tree

This example illustrates the fields and controls on the Test Tree page.

 Test Tree page

  1. Enter data into at least two of the fields in the Test Filters group box (at a minimum, one field must be SetID).

  2. Click the Test Tree button.

The system verifies the tree configuration and displays that particular tree based on the criteria you entered. This is how the tree will appear on the Installed Product Hierarchy page.