Sunday, January 15, 2017

Customizable Visualforce Component to display Hierarchy Relationship between records for any Object (Account Hierarchy, Case Hierarchy etc.)

It is very common use case to display hierarchy relation between records in tabular form (for example account hierarchy, case hierarchy etc.) In order to achieve this, I have created a reusable visualforce component for this purpose which can be customize as per requirement to display hierarchy in table tree grid.



Below are inputs required for component:
  1. Specify the object name for which you want to display hierarchy.
  2. Specify the parent field API name (used for self relationship).
  3. Specify the API names of fields separated by comma which you want to display in table tree grid.
  4. Specify the columns labels separated by comma (make sure sequence is same as that of API fields name )for table tree grid.
  5. Specify the field API name which will display as hyperlink for record detail page.

You can create new VF page and include this component and specify above inputs and component will display the hierarchy of record starting from top most parent. 

Below is visualforce component and apex class code:


For example to generate the account hierarchy, create a VF page with code :
<apex:page controller="hierarchyComponentController">
<c:hierarchyComponent sObjectAPIName="Account" sParentfieldAPIName="ParentId" ColumnsToDispaly="Name, Type, Industry" RecordLinkfieldAPIName="Name" ColumnsLabels="Account Name, Type, Industry"/>
</apex:page>

Note: Don't forget to append record Id on visualforce page url for which you want to display hierarchy. Below is sample URL:
https://xxxxxxxxx.visual.force.com/apex/accHierarchy?id=0019000001NqoXZ

Hope this will help...

This can be used as base code and can be customize as per your requirements.

Looking forward for everyone's comment and feedback.


More Blogs>>: Custom Metadata Types and Custom Settings Implementation Tricks     Visualforce Component for Record Status Progress Bar     Dynamic Apex in Salesforce


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14 comments:

  1. UnknownJanuary 16, 2017 at 11:05 AM

    Sunil, if we want to do for 5 level hierarchy, will this work ?

    ReplyDelete
    Replies
    1. Sunil KumarJanuary 16, 2017 at 11:16 AM

      Yes. This will work. I have tested upto 10 level deep.

      Delete
  2. UnknownJuly 2, 2017 at 8:23 AM

    Hi sunil,
    Thank you very much for the code,it really helpful for me,but when i try it in my org i am getting this error

    Error: is required and must be the outermost tag in the markup at line 1 column 1

    where is c:hierarchyComponent code?can you please suggest me

    ReplyDelete
    Replies
    1. UnknownJuly 2, 2017 at 8:34 AM

      Hi sunil,
      I got the solution,I have done dumb mistake.
      Thanks

      Delete
  3. UnknownJuly 2, 2017 at 8:51 AM

    Hi Sunil,

    Instead of passing single id in url,I want to display all records of object and when i click a record it should display hirarchy of that record,Can we do it with the code you provided.Can you please help in this.Its urgent

    Thanks,
    nandeesh.

    ReplyDelete
  4. nehaJuly 24, 2017 at 12:25 PM

    I sunil thanks for your blog. I want to display parent releted child till nth level but its showing all the children at the third level .
    Can you please help me on that.

    ReplyDelete
  5. ThaddeusSeptember 30, 2017 at 9:32 PM

    What would it take to make this display in a Lightning Component?

    ReplyDelete
    Replies
    1. Sunil KumarOctober 30, 2017 at 8:33 PM

      Hi Thaddeus,

      You can refer below blog to implement this in Lightning.

      http://www.sfdcstuff.com/2017/10/lightning-tree-generic-lightning.html

      Delete
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  9. UnknownFebruary 16, 2020 at 12:42 AM

    I'm having an issue where child records are appending at the bottom and not nested under the parent. I have top tier, company, & company branch hierarchy. Companies are accurately listed under Top Tier, but the branches are not listed under their appropriate company.

    ReplyDelete
  10. king levisterSeptember 8, 2020 at 8:35 PM

    i love reading this article so beautiful!!great job! Relatietherapie Zaandam

    ReplyDelete
  11. UnknownOctober 19, 2021 at 9:51 AM

    This is awesome, but the spacing is all off. Can anyone help me with this?

    ReplyDelete

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