Begin of the insertionAsEnd of the insertion Begin of the deletion # User Problem

## User

* Project manager

* Project member

* Administrator


## Problem

In some scenarios, users are required to manage complex information that naturally fits into a hierarchical structure. e.g.

* **Real Estate:** Property -> Buildings -> Floors -> Rooms

* **Geographical Data:** Continent -> Country -> Federal State -> County

* **Organizational Structures:** Organization -> Department -> Team -> User

* **Product Components:** Parts list of a machine


Currently, only flat lists are available. Flat lists can be challenging in managing and navigating through this information. Without a hierarchical view, it becomes difficult to maintain, locate, and work with these datasets effectively.

## Pain

* Users, particularly project managers and project members, need a way to save and organize information in work packages using hierarchical structures.

* A hierarchical representation would allow them to focus on relevant subsets of information, making navigation more intuitive and information retrieval easier.


# Business Case

## Solution

The solution involves implementing a custom field of type "hierarchy" to allow users to manage and navigate information in a structured, multi-level format

### Summary

* The admin needs to be able to

* Create a custom field of type "Hierarchy" (on admin level)

* Set items (on admin level)

* Items in that hierarchical structure should be able to have optionallyEnd of the deletion an Begin of the insertionOpenProjectEnd of the insertion Begin of the deletion abbreviation e.g.

* Headquarters (HQ) -> 1 Floor (1F) -> Room 2 (2) **in short:** "HQ -> 1F -> 2"

* Europe (EU) -> Germany (DE) -> Bavaria (BY) -> Weißenburg (WUG) **in short:** "EU -> DE -> BY -> WUG"

* item label and item short name must be unique within the same level of the hierarchy

* Project admins need to be able to

* enable / disable this custom field on project level.


###

###End of the deletion Admin Begin of the deletion InterfaceEnd of the deletion

Begin of the insertionI wantEnd of the insertion Begin of the deletion * Create items

* NavigateEnd of the deletion to Begin of the deletion a specific item

* Validations / Services / Contracts

* Data structures

* Path / Breadcrumb

* Long form

* short form


### API

* Add to work package representer

* Query

* on work packages (start with this one)

* Filter on

* Operators

* all assigned to a certain node

* all assigned to a certain node and its descendants

* Allowed values

* Group by

* WP form

* link to typeahead backend

* Items endpoint

* Typeahead for item searching

* get all as tree (needed for quick solution with ng-select)

* Documentation


### Angular front-end

* Render values

* In WP full view

* In WP table column

* Select values

* ng-select based (browsing the hierarchy)

* single select

* multi select

* search on path (typeahead) (searching the hierarchy, )


### **Acceptance criteria**

* In the first version there is a limitation to a maximum of 1k items.

* Administration

* End of the deletion create custom Begin of the insertionfieldsEnd of the insertion Begin of the deletion fieldEnd of the deletion of type Begin of the insertionhierarchyEnd of the insertion Begin of the deletion "Hierarchy"

* set to single- or multi-select

* create nodes one by one

* ~~modify parent~~

* delete node

* rename node

* provide acronym per node

* InterfaceEnd of the deletion for Begin of the deletion non-admin, e.g. in aEnd of the deletion work Begin of the deletion package form

* Selection

* Select a leaf (e.g. Bavaria)

* Select a node (e.g. Germany)

* Allow multi-selection

* Filters

* By node or leaf (e.g. is Bavaria or is Germany and not their descendants)

* By node with descendants (e.g. Germany, including all federal states)


## Out of Scope for iteration 1

* Drill down selector. A component like a location/file picker. The user can click on nodes to go one level deeper on the hierarchy.

* Multiple changes to the hierarchy get saved in one transaction instead of multiple ones.

* Allow the same custom field to be active on workEnd of the deletion packages Begin of the insertion

SoEnd of the insertion Begin of the deletion AND projects, or any other entity type we allow custom fields for.

* Change parent of hierarchy item in administration.

* Support hierarchies of more than 1k items (due to current limitations in API).

* Enable Hierarchies for other custom field typesEnd of the deletion that Begin of the deletion are not work packages, e.g. projects.

* Configuration of value representation (complex formatting of strings that identifyEnd of the deletion the Begin of the deletion item)

* A selected value can have multiple value representation

* Node ID

* Full path long: Europe -> Germany -> Bavaria

* Full path short: EU-DE-BY

* Selected long: Bavaria

* Selected short: BY


## Next iteration

* The next iteration would be extending the hierarchical custom field with a drill down selector. This is needed for selecting an item within a large amounts of hierarchical items. This needs clarification what drill down pattern would be the most accepted byEnd of the deletion users Begin of the insertionin my environment can more easilyEnd of the insertion Begin of the deletion Folder-Style vs. a small + button on a tree structure


# Launch and Growth

## Measures

* tbd


## Messaging

<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><tbody><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Headline</p></th><td class="op-uc-table--cell"><p class="op-uc-p">Custom fields of type Hierarchy makes project managers and members life easier.</p></td></tr><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">First Paragraph</p></th><td class="op-uc-table--cell"><p class="op-uc-p">This feature allows admins to create and configure hierarchical custom fields. It helps users toEnd of the deletion organize and navigate complex data in structured, multi-level formats within work packages, making information retrieval more intuitive and Begin of the insertionmanageable.End of the insertion Begin of the deletion manageable.</p></td></tr><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">Customer Quote</p></th><td class="op-uc-table--cell"><p class="op-uc-p">It's needed for our ...</p></td></tr></tbody></table></figure>End of the deletion

Begin of the insertion<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/240492/content"></div></figure>End of the insertion Begin of the deletion ## Go to market

**Figma and visuals**

https://www.figma.com/design/oTMDTvcwrx35qExTkkSKBn/Custom-fields?node-id=386-8676End of the deletion