What is a tree?
A tree displays information in a hierarchical structure, with the top level items having children, which themselves might have children, et cetera. This is useful for displaying items in a grouped manner – in the screenshot below, it is trivial to view the Features related to Epic 1, or the Stories related to Feature 1.1. Hiding unnecessary items is easy as well, just click the [–] button on the left side of the branch!
Creating a tree
See the tutorial [<– link] for instructions on how to create a new empty item view.
Now, open the new tree’s details view (if not sure how, see here [<– link]).
Click the hyphen next to “ITEMS” to open the formula editor.
To traverse from the portfolio to include other items, you need to continue with the expansion operator, ->>. After that, you can start writing a relation type’s name.
Typically relation types are structured in the format of “[Parent type] has [Child type]”. In the below example, you could write “portfolio has” (without the quotes), and the app will suggest matching relation types to choose.
Note: your account might not have the exact same name or identification number, so don’t worry if it’s not a 100% match.
With the above formula saved, we see that now there is a tree visible in the tree view, just like we wanted.
For more information about Nektion’s built-in functions, visit the Functions and Operators page.
Now, you can edit what kind of information is shown in the tree by adding fields in the details view [<– link].