Dynamics Community Forum Thread Details

Hello SB-07041101-0,

You're on the right track with the steps to enable the Hierarchy Tree Control for a lookup table in Dynamics 365. The fact that it gets stuck on "Loading..." for hours suggests that something is preventing the control from initializing or rendering correctly.

Here's a breakdown of potential causes and troubleshooting steps to help you get the Hierarchy Tree Control working:

Potential Causes for "Loading..." Issue:

Missing Data for Hierarchy: The most common reason is that the data in your Lookup Table A doesn't actually have the necessary hierarchical relationships defined. The Hierarchy Tree Control relies on a self-referential relationship (a lookup field on the entity pointing back to itself) and the "Hierarchy Settings" to understand how to build the tree structure.
Incorrect Hierarchy Settings: Even if you enabled the hierarchical setting, the specific configuration within those settings might be incomplete or incorrect.
Large Dataset: If your Lookup Table A contains a very large number of records, the initial loading and rendering of the hierarchy tree could take a significant amount of time, although "hours" is excessive.
Client-Side Issues (Browser): Sometimes, browser-related issues can interfere with the rendering of controls.
Customizations or Conflicts: Other customizations (JavaScript, custom controls) on the same form or related entities might be interfering with the Hierarchy Tree Control.
Performance Issues: General performance problems with your Dynamics 365 environment could be contributing to the slow loading.
Caching Issues: Cached data might be preventing the new control configuration from loading correctly.

Troubleshooting Steps:

Verify Hierarchy Data:
- Self-Referential Lookup: Ensure that your Lookup Table A has a lookup field that points back to records of the same entity. This is the "Parent" or "Reporting To" field that defines the hierarchy.
- Populate the Parent Field: Crucially, make sure that this self-referential lookup field is populated with data to define the hierarchical relationships between records in Table A. Without this data, the Hierarchy Tree Control won't have anything to structure.
- Example: If Table A is "Organizations," you might have a lookup field called "Parent Organization" that links an organization record to its parent organization record.

Review Hierarchy Settings:
- Go back to Settings > Customizations > Customize the System.
- Expand Entities and select your Lookup Table A.
- In the controls tab, find the Hierarchy Tree Control you added.
- Click the pencil icon (Edit) for the control.
- Check the "Hierarchy Settings" property: Ensure you have selected the correct "Hierarchy Configuration" that you previously defined for this entity.
- Review the "Data Source" property: Make sure it's correctly pointing to the view that contains the data you want to display in the hierarchy.

Test with a Small Dataset: If you have a large amount of data, try creating a small subset of records in Lookup Table A with a clear hierarchical structure and see if the control loads correctly for those records. This will help determine if the issue is data-related or performance-related.

Check Browser:
- Try a different browser: Switch to Edge, Chrome, Firefox, or another supported browser to see if the issue persists.
- Clear Cache and Cookies: Clear your browser's cache and cookies and try again.
- Open in Private/Incognito Mode: This will rule out browser extensions or cached data interfering with the control.

Inspect Form Customizations:
- If the Hierarchy Tree Control is added to a specific form, open the form editor.
- Check for any JavaScript Web Resources or other custom controls that might be running on the form and could be causing conflicts. Try temporarily disabling them to see if the Hierarchy Tree Control loads.

Check for Environment Performance Issues:
- Monitor the overall performance of your Dynamics 365 environment. Slow server-side processing could contribute to the long loading times.

Examine Error Messages (If Any): While you only see "Loading...", check if there are any error messages in the browser's developer console (usually opened by pressing F12). Look for JavaScript errors or network errors that might provide more clues.

Verify Control Compatibility: Ensure that the version of the Hierarchy Tree Control is compatible with your version of Dynamics 365.

Specific Things to Double-Check in Your Steps:

Step 1 (Enable Hierarchical Setting): Did you just enable the setting, or did you also configure the hierarchical relationship by selecting the self-referential lookup field and defining the hierarchy settings (name, description, primary image, etc.)? Simply enabling it isn't enough; you need to define how the hierarchy is structured.
Step 2 (Add Hierarchy Tree Control): Ensure you added the control to the correct location where you want it to be displayed (e.g., the main form of the Lookup Table A or a grid).
Step 3 (Populated Required Fields): Double-check that all the required fields within the Hierarchy Settings are indeed populated correctly. This includes the relationship field, name field, and potentially other visual configuration fields.

Troubleshooting Flow:

Focus on the Data: The lack of hierarchical data is the most likely culprit. Verify the self-referential lookup and ensure it's populated.
Review Hierarchy Settings Configuration: Make sure the settings are correctly defined and linked to the appropriate fields.
Test with a Small Dataset: Isolate the behavior with a minimal set of hierarchical data.
Check Browser: Rule out client-side issues.
Investigate Customizations: Look for potential conflicts with other customizations.

By systematically working through these steps, you should be able to identify why the Hierarchy Tree Control is stuck on "Loading..." and get it to display your hierarchical data correctly. Remember to provide more details about your specific setup (entity names, field names) if you need more targeted assistance.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak