Here we have a SharePoint application, where we used Shareflex to provide customization for a client.
It is a simple document library that serves as a manual, saving documents with a title and placing them in a categorized structure.
Standard functionalities are present, such as these links on the homepage, a list of items and of course the option to attach documents to the item.
The category list is characteristic of this application.
Each item in this list contains a combination of hierarchical categories.
The hierarchy runs up to ten levels.
All allowed hierarchical category structures are defined in this list.
Through a new item I will show how this lookup list is used.
For example, if I select at Category 1, BUDGET, then in Category 2 I can choose between: 2010, 2011, Before 2010 and None.
If I select something else in category 1, for example BRIDGE, then in category 2 I see other choices, namely: IPD, methodology and None.
Thus, the options displayed for each category depend on the option selected in the previous category.
So with each category choice, a valid subcategory is searched for.
When the last category is filled in, the other categories jump to “None”.
Here is a link, shown as a cross, that clears all category fields.
It is not mandatory to choose the first category.
If you already know that the last category in the tree is for example “MIX” and this is level 3.
You can then select this value directly and the previous categories will be filled in automatically.
The automatic completion of the categories only happens if only one combination remains possible within the already selected categories.
I’ll show this with an example.
For example, if I select in category 2, 2010, the other categories will remain empty.
I then have to make further choices.
If I then select “Instructions” at category 3, I see that category 1 is also entered.
This is the only possible combination with categories 2 and 3.
And this is the result.
How did we build this:
In the “Categories” list we have created an item for every possible combination of categories.
If you want to create a new item, here’s how you can do it.
First you indicate how many levels there are.
Let’s create a category set with 4 levels.
Let’s take an existing 3-level category set where the third level has the value MIX.
We are going to add a 4th category to that.
For convenience, we call it CAT4.
We keep this.
And then when we create a new item in the list, we will see CAT4 appear here.
And we also see that categories 1 to 3 are automatically filled in.
If you are looking for a specific category,
For example CAT4 at level 4, you can find this easily by using filtering and adjusting where necessary.