Hierarchy Control

This PowerApps Component Framework (PCF) control is designed to replace the deprecated hierarchy control in Dynamics 365. It offers enhanced functionality and flexibility, allowing users to visualize and interact with hierarchical data in a more dynamic and user-friendly way.

• Universal Compatibility: Works with any entity that has an active hierarchy-type relationship.
• Customizable Display: Displays all columns from the selected card form, enabling users to choose which fields to display.
• Lookup Support: Supports lookup fields, enabling users to click and navigate to related records.
• Dynamic Node Cards: Displays multiple columns on node cards, with expand/collapse functionality to show or hide child nodes.
• Side Panel with Tree View: Includes a collapsible side panel with a tree component for easy navigation. Clicking a node in the tree centers it in the main view.
• Interactive Hierarchy Chart: The hierarchy chart can be fully expanded, collapsed, and moved around for better visibility.
• Zoom Controls: Includes zoom functionality (scroll or dedicated controls) for easier navigation of large hierarchies.

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📌 Features

Dynamic Node Cards

• Node cards are dynamically generated based on the selected columns from the form.
• Users can expand or collapse nodes to show or hide child nodes, making it easier to navigate complex hierarchies.

Figure 1: Cards can display multiple columns, providing a comprehensive overview of each node

Side Panel with Tree View

• The side panel provides a tree view of the hierarchy, allowing users to quickly navigate and locate specific nodes.
• Clicking a node in the tree centers it in the main view, ensuring it is visible and focused.
• The side panel can be collapsed to maximize the space for the hierarchy chart.

Interactive Hierarchy Chart

• The hierarchy chart is fully interactive, allowing users to expand, collapse, and move nodes around for better visibility.
• Zoom controls (or scroll) enable users to focus on specific sections of the hierarchy, making it easier to navigate large datasets.

Lookup Support

• Lookup fields are fully supported, allowing users to click and navigate to related records directly from the hierarchy view.
• This feature enhances usability by providing quick access to related data.

Additional Notes

• Compatibility: This control is compatible with any entity that has an active hierarchy-type relationship.
• Performance: The control is optimized for performance, ensuring smooth navigation even with large hierarchies.
• Customization: The control is highly customizable, allowing users to choose which fields to display and how the hierarchy is visualized.

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Hierarchy Indicator Control (Optional)

Figure 2: Hierarchy Indicator control displaying hierarchy indicator for all account records.

If you want to maintain the legacy feature of checking if a record has a hierarchy and opening it within the view, providing a seamless transition for users, you can add this bundled control to the entity views.

• Hierarchy Indicator: Displays an icon embedded at the start of the primary column value in the view to indicate the presence of a hierarchy.
• Seamless Integration: Clicking this icon opens the main Hierarchy PCF control, ensuring a smooth user experience.

How to Add Control to Entity View?

1. Open the desired view in Dynamics 365.
2. Add a component by selecting PowerApps Grid Control.
3. Choose the Customizer Control and select nl_novalogica.PAHierarchyGrid.

Figure 3: Hierarchy indicator control configuration

Is the Hierarchy Indicator Control mandatory?

No, this control is completely optional. If you only need the main hierarchy control, you can open it directly using a pageType=Control URL, similar to how the deprecated Microsoft control functioned.

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🚀 Configuration

Step-by-Step Setup

1. Download the Solution: Download the bundled solution file containing both the Hierarchy and Hierarchy Indicator PCF controls.
2. Import the Solution: Import the solution into your Dynamics 365 environment.
3. Add the Hierarchy Indicator Control (Optional): Add the PowerApps Component customizer to the view to enable the hierarchy indicator feature.
4. Open Hierarchy Control from a Ribbon Button (Optional): Use the following JavaScript code to open the Hierarchy control from a ribbon button:

    const paneInput = {
        pageType: "control",
        controlName: "nl_novalogica.HierarchyPCFControl",
        data: { etn: entityName, id: entityId }
    };

    const navigationOptions = {
        target: 2,
        position: 1
    };

    Xrm.Navigation.navigateTo(paneInput, navigationOptions);

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Contributions

Contributions to improve or enhance this control are welcome. If you encounter issues or have feature requests, please create an issue or submit a pull request in the repository.

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License

This control is licensed under the MIT License. See the LICENSE file for details.