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Category Tree

Overview

Category Tree is a new entity template that simply create Category entity + Category Item entity just like Espo has with Knowledge Base & Knowledge Base Category.

This extension is ideal for any organizing entities type that benefits from hierarchical classification.

Category Tree View Category Tree View

Key Features

  • Category Tree Entity Template: Creates both category and item entities automatically when you define a new Category Tree type.
  • Automatic Relationship Setup: Pre-configured relationships between categories and their associated items.
  • Flexible Layout Integration: Automatically adds category fields to list and detail layouts for easy access.

Use Cases

  1. Product Categorization – Organize products into hierarchical categories and subcategories (Electronics → Computers → Laptops).
  2. Document Management – Structure documents by department, project, or document type with multiple levels.
  3. Support Ticket Classification – Categorize tickets by issue type, department, or priority levels.
  4. Multi-level Classification – Any scenario requiring organized, nested categorization of records.

Installation

  1. Obtain the Category Tree extension package from the Eblasoft customer portal.
  2. Navigate to Administration → Extensions.
  3. Upload the extension package and click Install.
  4. Clear cache and rebuild the system when prompted.

Note

Requires EspoCRM 8.0.0 or higher. Compatible up to version 9.2.x.

Usage

Creating a Category Tree Entity

  1. Go to Administration → Entity Manager → Create Entity.
  2. Fill in the entity details: - Label Singular: The singular name (e.g., "Product") - Label Plural: The plural name (e.g., "Products")
  3. Select Type: Choose Category Tree from the dropdown.
  4. Click Save.

Create Category Tree Entity

Tip

When you create a Category Tree with name "Product", the extension automatically creates two entities: " ProductCategory" (for the tree structure) and "Product" (for the actual items).

What Gets Created Automatically

When you create a Category Tree entity, the extension automatically:

  • Category Entity (e.g., ProductCategory): - Extends the CategoryTree template with tree functionality - Includes parent-child relationship fields - Configured with tree navigation view
  • Item Entity (e.g., Product): - Standard Base entity type - Pre-linked to the category entity - Category field automatically added to layouts - Displays with category tree navigation in list view

Working with Categories

  1. Navigate to the Category entity (e.g., ProductCategory).
  2. Create root-level categories by leaving the Parent field empty.
  3. Create subcategories by selecting a parent category.
  4. The tree structure automatically updates to show the hierarchy.

Assigning Items to Categories

  1. Go to your item entity (e.g., Product).
  2. Create or edit a record.
  3. Use the Category field to assign the item to a category.
  4. The item will appear under that category in the tree navigation view.

Changelog

Support & Feedback

For assistance: