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View - Org


The Org view, which presents records with 1-to-many relationships as a hierarchical tree. It can be

  • Association between records in current worksheet
  • Association between records in multiple worksheets

Association between records in current worksheet

The two records represent the same business object, but have a parent-child or reporting relationship.

  • In the worksheet Employee, each record represents an employee, an employee's supervisor and subordinate, that is the associated objects, are still the records in current worksheet.

  • In a worksheet that manages region information (province-city-county), each record represents a place. A province is a record and a city is a record, but the city is subordinate to the province and does not exist independently. So there is a parent-child relationship between the province and the city, and the association between the province-city-county is also an association between the records in the current worksheet.

Association between records in multiple worksheets

The two records represent different business objects, but there is a hierarchical relationship in terms of business.

  • In the application OKR, an O contains multiple KRs, and a KR contains multiple tasks. O, KR, and task represent different business objects, but there is a hierarchical relationship.

  • In the worksheet Project Management, a project may contain multiple tasks, and a task may have multiple project lists. They are different business objects from each other, but there is a hierarchical relationship in terms of business between them.

I. Create org view with [Association between records in current worksheet]

Example: Create a view with a province-city-county structure

Provinces, cities and counties are all objects that represent regions and are therefore the same kind of object. They can be managed and stored in the same worksheet.

For a simple demonstration, you just need to add a [Region] field (text field) to the worksheet and add a few records.

1. Precondition

There needs to be a structure in the worksheet to associate the records in the current worksheet.

1.1. Add a [Associating Records] control

1.2. Configure the [Associated Records] control and select current form

1.3. Two fields will be created automatically, parent (single) and child (multiple). You can modify the names of the fields according to business requirements and save the settings. Remember to set the display of [Region] field in [Display fields] when setting the child field.

For the record of Zhengzhou City, its parent record is Henan Province, and its child records are the multiple districts and counties under its jurisdiction.

To this point, the structure of the association between records in current worksheet has been built. Start to create the org view.

2. Associate regions

For example, to associate Henan Province, Zhengzhou City and Erqi District.

3. Configure the org view

3.1. Create a new org view

3.2. For [Associated field of this form], select the two fields [Parent-Child] just created and click [Confirm]

3.3. Configure the record card in the org view

A: Set the name of the view

B: The [parent-child] association structure on which this view is based

C: A long text field displayed in the card, usually used to show the description.

D: In addition to the title field, more fields can be displayed in the card. You can set whether the field name is displayed in the card or only the field content is displayed.

E: You can set the right area of the card to display an attachment from the record.

4. Set the name of each level

For example, set it to Province, City, and County. Click to modify the name.

5. Operations of records in the view

5.1. Add a record

You can add multiple records in bulk.

When creating a new record, paste the text with line feeds into the input box, creating one record per line.

Tips

  • The added content is written to the title field.
  • The added content is not limited by the required fields.

5.2. Edit records

You can edit the content of the title field of the record directly by clicking the upper right corner of the card.

5.3. Search records

You can precisely locate the target record by searching (It is not available in the org view with association between records in multiple worksheets).

5.4. Export the view as image

Click the button in the lower left corner and select the level to export as an image.

II. Create org view with [Association between records in multiple worksheets]

Take the relationship between O, KR and Task in OKR as an example.

First make sure that the records in the Objective worksheet are associated with the KR worksheet, 1-to-many. Similarly, the KR worksheet is associated with the Task worksheet, is 1-to-many.

Thus, the relationship of O:KR:Task is 1:n:m.

1. Create an org view

2. Select [multi forms] for [Hierarchy by]

3. Configure the worksheets to be displayed for each level

We configure the view on the page of the Objective worksheet, so level 1 is naturally the Objective worksheet, level 2 is the KR worksheet (selected from the worksheet associated with Objective), and level 3 is the Task worksheet (selected from the worksheets associated with KR).

Save it and you can see the view.

4. Further configure the view

A: set the name of the view

B: Set to display fields with too long text

C: Set the fields to be displayed in the card

D: Set whether to show the field name in the card or only the field content

E: You can set the right area of the card to display an attachment from the record.

TIPS.

  • Data is pulled layer by layer, the maximum number of data pulled is 1000.
  • If you delete a level, this level and the levels after it will be deleted (worksheets, data and relationships will not be deleted).

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