Multi-level hierarchy view

User Experience
1

Is there any better design patterns available to address the hierarchy input? like starting at Factory, there can be 1 to many relationship up to 5 levels below and equipment can be added at any level. The hierarchy of asset is important and need some help on how to show it better if below is not right way

  1. On filling the property values for the embedded data(Functional Area), one of the fields is a Checkbox/Radio-button.
  2. On selection of the check box, another embedded data(Process Stream) belonging to different class than that of the functional Area, is loading.(please refer screenshot 1)
  3. If the check box is somehow, unselected and selected again, we are facing two issues:
  • The view containing process stream embedded data is disappearing at times.(Pease refer screenshot 2)
  • If not disappearing, it is loading another set of Process stream embedded datai.e., as repeated view and it loads as many times the user selects check box.(Please refer screenshot 3)
  • On filling the property values for the embedded data(Functional Area), one of the fields is a Checkbox/Radio-button.
  • On selection of the check box, another embedded data(Process Stream) belonging to different class than that of the functional Area, is loading.(please refer screenshot 1)
  • If the check box is somehow, unselected and selected again, we are facing two issues:
  • The view containing process stream embedded data is disappearing at times.(Pease refer screenshot 2)
  • If not disappearing, it is loading another set of Process stream embedded datai.e., as repeated view and it loads as many times the user selects check box.(Please refer screenshot 3)

Screenshot 1.png
Screenshot 1.png1564×914 54 KB

Screenshot 2.png
Screenshot 2.png1481×859 62.4 KB

Screenshot 3.png
Screenshot 3.png1457×869 38.7 KB

2

@Jay_KS have you read this from @Kamil Janeczek? https://support.pega.com/discussion/complex-data-visualization-constellation

  • this follows roughly the same approach but has some variation in there so might give you some ideas

If you have the ability to use DX components AND your data model fits the use case, you might explore this Network Diagram? I have seen some project use this, it has the added benefit of being able to better visualise these complex relationships. If you ever used UI Kit versions of Pega Government Platform or KYC/CLM they used similair visualisation to help better understand and navigate a hierachy.

3

@MarcCheong

The read-only data visualization is okay and not a problem. Data entry is creating problems, as we are struggling to identify what is the right way to use it.

Team has been following the same link and are hitting hurdles because checking / unchecking creates the empty pages.

4

@Jay_KS ok, i think i follow now. What are you doing on checking/unchecking? I assume you are running a “Form Refresh Setting - Data Transform” to add a page? Also the visibility condition used, is that a when rule (server side) or expression (client side) - changing this to expression might help?

would really need some more details on your configuration to better understand the issue.