Tree

The Avonni Tree presents hierarchical data in a user-friendly, expandable/collapsible tree for easy navigation.


Tutorials

Name
Description
Illustration

Interactive tree shows account details, dynamically updating on selection.

Configuring the Tree

Data Source

Before using the List, you must decide where the data will come from. The Data Source setting determines how the list is created and what it displays.

Data Source Type
Use Case
When to Use

For a predefined set of items that don’t require dynamic updates.

Ideal for static content or rapid setup with specific items.

Displaying a list of options defined in a Salesforce picklist.

Best for presenting a list of predefined options for selection.

Fetching data based on a specific query, pulling various records or data points.

Ideal for complex data retrieval or when sourcing. Using a 'Get Records' collection is not necessary with this method, as the query itself is powerful enough to simplify your flow

Data Mappings

When using a dynamic data source like 'Query' or 'Picklist' for your Avonni Tree, the Data Mappings section becomes crucial. It bridges your Salesforce data and the tree structure, accurately representing your hierarchical data.

Why are Data Mappings Important for Avonni Tree?

Without data mappings, the Avonni Tree wouldn't understand how to organize your data into parent-child relationships. This could lead to a disorganized or flat tree structure, failing to convey the intended hierarchy.

How Do Data Mappings Work for Avonni Tree?

In the Data Mappings section, you'll define the connection between your Salesforce fields and the corresponding Avonni Tree attributes. This involves specifying:

  • Parent Item Label: Choose the field that will be used as the name for the main items in your tree (e.g., "Account Name" if your tree is based on Accounts).

  • Other Attributes: You can also connect other fields to additional features in the Avonni Tree, like "Metatext" (extra information displayed next to an item)

  • Adding Related Items to Your Tree (Optional)

    You can also display items related to the main items in your tree. To do this:

    1. Add an Item: Click the "Add Item" button.

    2. Choose the Child Object: Select the object's name that contains the related items you want to show (e.g., "Contact" if you will show contacts related to each account).

    3. Select the Relationship Field: Choose the field that connects the child object to the parent object (e.g., "AccountId" on the Contact object).

    4. Map the Data: Tell the Avonni Tree how to display the information for the related items, just like you did for the main items.

How to add items on your tree

By establishing these mappings, you ensure that each item in the Avonni Tree accurately displays the correct information from your Salesforce data and that the hierarchical structure reflects the relationships defined in your data model.

Other Options

The text at the top of the tree serves as a title or label for the data.

Is Multi Select

Enables users to select multiple items within the tree.

Independent Multi Select

Allows multiple selections across different levels or branches of the tree without affecting selections in other areas.

Show Item Count

Displays the number of child items next to each parent item in the tree.


Interactions

The Tree supports one interaction event: On Item Click. It fires when a user clicks on any item in the tree — whether it's a parent node or a child node.

Open the Interactions tab in the Component Builder to configure what happens when an item is clicked.

On Item Click

This event fires when the user clicks on a tree item. The clicked item's data (record, name, and object API name) becomes available as output variables for use in subsequent flow elements.

Action
What it does
When to use

Flow Navigation

Moves to the next screen

To navigate to a detail screen showing the clicked item's full record

Open Flow Dialog

Opens a sub-flow in a modal

To display record details or an edit form in a popup without leaving the tree screen

Show Toast

Displays a confirmation message

To confirm the selection (e.g., "Department selected: Marketing")

Navigate

Redirects to a Salesforce page

To open the clicked record's detail page directly in Salesforce

Update Records

Saves data to Salesforce

To update the clicked record immediately (e.g., mark a category as "Reviewed")

Accessing the clicked item in your flow

After the screen, three output variables are available on the Tree component:

  • Clicked Item — the full Salesforce record the user clicked

  • Clicked Item Name — the name of the clicked item

  • Clicked Item SObject Api Name — the API name of the object (useful when the tree mixes multiple object types, like Accounts and Contacts)

Accessing selected items (multi-select)

If Is Multi Select is enabled, the Tree also exposes Selected Items (record collection) and Selected Item Names (text collection) to retrieve all items the user checked.


Output Variables

The Tree exposes several output variables you can reference in your flow after the screen. To use them, select the screen element in Flow Builder, then the Tree component, and pick the output variable you need.

Item Selection

When users select items in the Tree (with multi-select enabled), these variables update automatically.

Output variable
Type
What it returns

Selected Items

Record Collection (SObject[])

All currently selected items as a collection of Salesforce records. Use this to loop through selected records in a subsequent flow element.

Selected Item Names

Text Collection (String[])

The names of all selected items, as a list of strings.

Example: A user selects multiple categories in an Account hierarchy tree. Use a Loop element to iterate through Selected Items and create related records for each selected node.

Item Clicks

When users click on a tree item, these variables tell you which item was clicked.

Output variable
Type
What it returns

Clicked Item

Record (SObject)

The full Salesforce record of the tree item the user clicked.

Clicked Item Name

Text (String)

The name of the clicked item.

Clicked Item SObject Api Name

Text (String)

The API name of the Salesforce object associated with the clicked item. Useful when the tree contains items from multiple object types and you need to route logic accordingly.

Example: A user clicks on a department in an org chart tree. Use Clicked Item to display the department's details, and Clicked Item SObject Api Name to determine if the clicked node is a Department or a Team record.

Component Metadata

Output variable
Type
What it returns

Number of Items

Integer

The total number of items currently loaded in the tree. Useful for displaying a count or making decisions when the tree is empty.

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