Category Tree v1.1.0

Category Tree adds an EspoCRM entity template for building hierarchical categories and the records assigned to them. Creating a Category Tree type generates a category entity and an item entity with their essential relationships and layouts already connected.

Key capabilities

• Creates category and item entities together from one Entity Manager template.
• Configures the relationship between each item and its assigned category automatically.
• Adds parent-child fields so categories can be organized as a hierarchy.
• Provides a tree-navigation view for browsing the generated category entity.
• Places the relevant category fields in generated list and detail layouts.
• Supports product, service, knowledge, and other custom classification models.

Business value

This template helps administrators model products, services, knowledge items, or other records that belong to hierarchical categories. Automatic entities, links, layouts, and tree navigation reduce setup effort and establish a consistent structure for users from the beginning. The extension works best when it is configured around a defined operational use case and made available in the layouts used by the responsible team. Users can work with the added capability alongside the customer and operational information that informs the task, making review and follow-through more direct.