Item Tree

The Item Tree option displays on the left the list of items of the organization, sorted by creation date (showing the most recent first), and on the right the tree with the dependencies between the items.

List of items

Unknown Attachment

The table on the right shows the following useful information:

• Add: Allows you to create a new item.
  When clicking Add, you will be prompted to enter the name of the item, which by default will include the creation date and time.

  Unknown Attachment

  The name is mandatory, cannot be empty or duplicated, and must be less than 512 characters.

  After saving, the new item will appear in the first position of the list and will also be visible in the Item Table.

• Category: Indicates the category or subcategory to which the item belongs.

• Inserted: Indicates with an icon whether the item has been inserted into the dependency tree.

  • Unknown Attachment → Included

  • Unknown Attachment ->Not included

The following actions are allowed on the list of items:

• Add: Allows you to create a new item.

• Delete: Allows you to delete one or more selected items.
  Only items that do not belong to special categories can be deleted.

• Edit: Allows you to directly modify the name and category of the item from the table.

  • Name: Only the names of items that do not belong to special categories can be modified.

  • Category: The category can be modified considering the following:

    • Items in special categories can only be changed to a subcategory within their own category.

    • Other items can be assigned to any category except special categories.

• Consult: Clicking on the name of an item in the list opens a side panel with the complete details of the item in the inventory.

  Unknown Attachment

• Filters: Allows filtering information by any of the columns in the list.

  Unknown Attachment

Dependency Tree

The Item Tree displays a hierarchical structure with the relationships and dependencies between items. It will be visible if the option “ Dependencies” is checked in Settings > Items > General Analysis Configuration

By default, the tree is displayed collapsed and alphabetically ordered (A-Z) according to the Tree column.

The table includes the following columns, depending on the configuration defined in Settings > Items > General Analysis Configuration > Accumulated Dependency Degree:

• If the configuration is Global to all dimensions, the columns displayed are:
  Tree, Dependency, and Category.

• If the configuration is Independent by dimension, the columns displayed are:
  Tree, Category, and an additional column for each dimension configured as accumulated.

The following actions are allowed on the Dependency Tree:

• Create roots: Allows inserting one or more items as root nodes of the tree. To do this, items must be dropped in the upper area indicated with the message “Drop items in this area to create roots.” The items will be inserted as root nodes with a dependency level of No dependency.

  Unknown Attachment

  
  Saving a root without descendants is not allowed. If a node is inserted as a root but has no dependent items (child nodes), the insertion will not be preserved upon exit.

• Associate: Allows associating one or more items to the tree using the drag-and-drop functionality. To do this, items must be dragged from the list to the desired position in the tree.
  

  Unknown Attachment

  When items are dropped, the system automatically performs validations before completing the association. The following is not allowed:

  • Associating an item more than once at the same level.

  • Associating an item as dependent on itself.

  If the association is successful, a confirmation message will be displayed. In case of an error, the system will inform the reason.

• Disassociate: Allows removing the relationship between an item and its parent node using drag-and-drop.

  To do this, the node must be dragged from the tree to the designated area in the list, indicated with the message “Drop items in this area to disassociate them from the Tree.” If dropped outside this area, the action will be automatically canceled.
  

  Unknown Attachment

  Disassociating a first-level root with dependent items is not allowed. In this case, the system will display an error message.

  When disassociating a node, only the relationship with the upper item from which it is dragged will be removed:

  • If the node still has another upper item, it will remain in the rest of the branches.

  • If it has no other upper items and has dependent items, it will be displayed as a root, preserving its structure.

  • If it has no dependent items or other upper items, it will be removed from the tree.

• Edit: Allows directly modifying the name and category of the item from the table.

  • Name: Only the names of items that do not belong to special categories can be modified.

  • Dependency: Allows modifying the dependency degree directly from the Dependency column or from the columns by dimension, if configured as independent. For root items (first level), the text “No dependency” will be displayed, without the possibility of editing. For dependent items, a selector with the values configured in Settings > Items > Dependency Degree will be displayed.

  • Unknown Attachment

    Category: The category can be modified considering the following:

    • Items in special categories can only be changed to a subcategory within their own category.

    • Other items can be assigned to any category except special categories.

• Filters: Allows filtering information by any of the columns in the tree.

  Unknown Attachment

• Collapse: Collapses the list of all services and items that have been associated.

• Columns: Columns in the tree can be hidden and sorted.

• Download: Allows downloading the view of the dependency tree in CSV format. It will download the items filtered from the interface, or if not filtered, it will allow downloading the complete item tree.