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Tree View

For DocTypes that support a tree structure (like Account, Cost Center, Territory, Item Group, or any custom DocType with is_tree = true), Excel View renders the hierarchy inline in the grid.

How It Works​

  • Parent records show an expand/collapse arrow (â–¶ / â–¼) in the row header
  • Clicking the arrow expands to show child records indented below the parent
  • Children are visually indented with a left-margin indicator
  • Collapse by clicking â–¼ again

Visual Indicators​

ElementMeaning
â–¶ in row headerHas children, currently collapsed
â–¼ in row headerHas children, currently expanded
Indented rowChild record
Leaf iconNo children

Use Cases​

  • Chart of Accounts — expand account groups to see all leaf accounts
  • Territory hierarchy — see country → state → city structure
  • Item Groups — browse the full item catalog hierarchy
  • Cost Centers — drill down from company to department

Editing in Tree View​

Tree view rows are fully editable — just like regular rows. Changes to a child record are saved to that child document in Frappe.

You cannot move a node in the tree from the grid (changing the parent). To restructure the tree, use the Frappe form view.

Importing Trees​

Excel View supports importing tree-structured data from XLSX. See Tree Import.