Parent-Child Feature

The Parent-Child feature enables you further to enhance the connection and grouping of Entities and Elements.The benefit of this feature is that it provides a container for Elements, which belong to the same Entity.

Whereas the data model can be described as a 1:n relationship, one Parent Element can have an infinitive number of Child Elements, but a Child Element can only have one Parent Element.

The following table shows three examples of possible Parent-Child relationships. There are however, many more possible combinations.

 

Parent Element

Child Elements

Opportunity

Ideas

Campaign

Submissions

Trend

Sub-Trend

 

Enable the Parent-Child Feature

The first step is to enable the Parent-Child feature for a specific Entity that you want to work with. Follow these steps to enable the feature:

  1. Go to the Settings > Entity Configuration > Entity Configuration and open the Entity by clicking the Edit (pen) icon. Enable_the_Parent_Child_Feature.png
  2. Look for the Parent-Child card (1) under the Modules/Features section and check the box on the left corner of the module card. 
  3. When the checkbox is marked, the card should change its layout color from light grey to the system color. 
  4. Select the Child Entity (2) from the dropdown list that appears. If you want to have a Kanban Board shown on the Parent Elements that show all Child Elements, check the Activate Kanban Board checkbox (3).
  5. Don't forget to click the Save button (4) at the bottom of the page.Enable_the_Parent_Child_Feature_II.png

Create a Parent Element

You can create Parent Elements in the same way as all other Elements in the system. See the article on Create a new Element for more information.

 

Create a Child Element

You can create Child Elements in two ways:

  1. Use the Create Button to add a relation to a Parent Element. See the article on Create a new Element for more information.
    Note: The relation to a Parent Element is mandatory. 
  2. Use the Submit Action button on the right-hand side of the detail page of the Parent Element.
    Note: By creating the Child Element via the action button, the relation to the Parent Element is set automatically.Create_a_Child-Element.png

Exploring and Managing Child Elements

There are two ways to access the Child Elements:

  1. Use the Board on the Parent Element. (1)
    Note: This feature must be activated on the Parent-Child settings. See Section Enable the Parent-Child Feature of this article for more information.
  2. Use the Child tab on the detail page of the Parent Element. (2)Explore_child_elements.png

The Child Board

Configure the Child Board

  1. Navigate to the Entity Configuration of the Parent Element and open the Kanban Configuration menu. (1)
  2. Select any list field from the Swimlane field (2). This field can be any single select list field from your Child Elements.
  3. Don’t forget to click the Save button once you are done.  (3)Configure_the_Child_Board.png

Filter the Child Elements

There is a Filter (1) section that allows you to narrow down the list of Child Elements in different ways:

  1. By applying a Search.
  2. By applying different Filters. The shown filters are:
    • General filters e.g. Followed by
    • Child Element filters e.g. all dropdown filters, or user search field filters
  3. By applying a Rating Filter (if there are ratings configured for your Child Elements).

Manage the Child Elements

On the Board tab (here Idea Board) you find a Kanban Board with different swimlanes (2). The swimlanes can be defined in the Entity Configuration, see section Configure the Child Board for more information.

Each swimlanes has a title (here Sustainability, Artificial Intelligence, Revenue). There is also a numeric indication how many Child Elements belong to this attribute (and based on your applied filter sequence) (3).Child_Board.png

You can drag-and-drop the Child Elements, to update them according to your needs.

Tip: Want to get even more out of the Parent-Child feature? Apply a Workflow to the Child Elements! Check out this article for more information.

Inheritance of the visibility between Parent and Child Elements

You can restrict the visibility of your Parent and Child Elements,or rather, let the child Elements inherit the visibility settings from the parent Element.

Prerequisite: The Visibility Tab feature must be activated on Parent and Child Entities. 

Once the Visibility Tab feature is enabled on both Entities, you can configure the visibility configuration for Parent and the related Child Elements, on the respective Parent Element. Configure the visibility by following these steps: 

  1. Navigate to the Edit form of an existing Parent Element or Create a new Parent Element.
  2. Open the Visibility Tab. (1)
  3. Select Others (2) if you want to apply specific visibility restrictions. Select Invite all users (2) if all users with the permissions from its role should be able to access these Parent-Child Elements.
  4. You can select Users / Groups / Roles / Contexts. In this case the visibility is restricted to the Application Owner, Power User and Jane Innovation. (3) 
  5. You can send a notification to all invited users by checking the option Send notification to the invited users. (4)
  6. Don’t forget to click Save or Save and Publish. (5)
  7. Now, the visibility restriction is inherited by all related Child Elements. Parent_Child_-_Visibility_Tab.png

Note: Once you set up the Visibility Tab on the Parent and Child Entity, the Visibility Tab is hidden on the Child Elements. The Tab is only available on the Parent Element. All configuration is made from there.

  1. Don’t forget to click Save or Save and Publish. (5)
  2. Now, the visibility restriction is inherited by all related Child Elements.
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