We use tree-like collections successfully for a number of record types.
However, this tree-like view is only visible in the main listing of records and not from within selection modals or on a record itself.
As we have duplicate names in different parts of our tree the lack of hierarchy context in those other views makes selection difficult.
Example. We have a record type called Location and our locations tree looks something like this.
- Building one
- Level 1
- Modern gallery
- Level 2
- Modern gallery
- Level 1
- Building two
- Level 1
- Historical gallery
- Level 2
- Photography studio
- Level 1
Note this is based on real examples where we have a single named location across two levels in one building and we use the same names for levels in different buildings.
We use Multiple Link fields to relate an Exhibition or Event record to a Location or Locations. E.g., The Exhibition Modern Art 2022 is in the Modern gallery, Lower level 1, Building one. Or we may have an Event that is on in Level 1, Building two.
When we use From Library on the Multiple Link field on an Exhibition record the modal popup doesn’t show the tree-like structure, just a flat list of Locations. As we have duplicate names you have to guess which record you need or go back into the Locations tree separately and make a note of the record ID. There is also no way in this flat list of configure it to show a parent in one of the columns, which would be another acceptable solution.
If you go into an individual record there is nothing like the Links feature in the right-hand column that shows its position in the tree structure. Even listing its parent would be welcome.