Explorer Tree

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Explorer Tree

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The Explorer Tree displays project items in a hierarchical structure and allows you to drag and drop components, sets, folders and items.

ExplorerTree

Note: When working with large amounts of items – greater than 1,000 per folder, we suggest turning off the items in the Explorer Tree and working with them in the List view located in the right-hand pane. Select a component, set, or folder to view items in the right-hand pane (Select Actions > List View).

To move multiple items, rather than multi-select in the Explorer Tree, you can multi-select in the List view and drag them to their new location in the Explorer Tree.

Explorer settings

Select Configure explorer in the Explorer Tree to open the Explorer Settings window. The system default explorer settings can be modified in the Default Settings tab of the Explorer Settings window.

Note: Only users with administrative privileges can modify the default explorer settings.

ExplorerSettings

Use my own settings

Users can override the default explorer settings with their own personal settings.

Show item IDs

This will prepend items in the explorer with their project ID (e.g. PROJ-REQ-25).

Display Global ID

This will prepend items in the explorer tree with their Global ID (e.g. 45). This is helpful if the item is copied and synchronized.

Show only folders / hide items

This will hide any regular items from displaying in the explorer. Components, sets, and folders will still display. This option is useful for performance when there are large amounts of items in the explorer.

Show outline numbering

Outline numbering is the numbering scheme of order and depth in the explorer tree. Root level items will be numbered like 1; 2; 3. Children items will contain the parent item number and its own number scheme such as 1.1; 1.2; or 1.1.5.

Show relationships in Tree

When enabled, the explorer will display downstream relationships of items in the tree. Select the downstream arrow to open the related items in Grid View, and from there items can be opened, previewed, etc. See relationships for details on the additional relationship filter settings.

Warning: Be careful of infinite loops as the tree will expand through relationships that relate back to an item.