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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to embed Hierarchy Visualization in form

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Posted on by 25

Is there a supported way to embed the Hierarchy Visualization (of Account in this case) in a form? Instead of guiding users to the hierarchy tree-button in the ribbon I would like them to see the view instantly. 

I have noticed the control CC_HierarchicalTreeControl is available on lookup fields. The control name makes this interesting enough to look into, but until now I cannot get it working to see the result of the control and I cannot find examples of others in the community who have applied this control succesfully.

Suggestions anyone on this control or other ways to embed the hierarchy visualization?

KR, Erik

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  • Suggested answer
    Johnny Yun Profile Picture
    455 on at

    Good day Erik,

    I tried some ways like embed quick view form in main form while find no luck. I think this is by design that Hierarchy Form currently could not be rendered in main form but only in quick view form. 

    You could raise one ticket from Admin Center to confirm the feature with D365 Dev Team.
    pastedimage1581385243195v1.png

    Hope above would help.

    Regards

    Johnny

  • krombi Profile Picture
    55 on at

    Any news on this? There is also a cc_generic_tree control, but it also lacks documentation and I cannot get it to work.

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