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Configure a Party Relationship Traversal
To configure a Party Relationship traversal, you must specify the Relationship Type, a name, a default strength value, and object fields.
- Click the traversal line, then click Add Traversal.
The traversal configuration appears in the Edit Configuration pane.
- Make sure that Select Traversal Type is set to Many to Many.
- In the Relationship Object field, type partyr and select namespace__PartyRelationship__c.
For example, if the namespace is vlocity_ins, select the vlocity_ins__PartyRelationship__c object.
- From the Select Party Relationship Type list, select the name of the Relationship Type.
- In the Traversal Name field, enter the name of a new Relationship Graph Traversal.
As a best practice, give it a name that references the Graph Name and the relationship, for example, Doctors and Patients - Patient Of.
- Enter a Source Label, such as Provides Care For.
- Enter a Target Label, such as Patient Of.
- Enter a Default Strength value.
- Change mappings of relationship fields to traversal fields. This is optional for the fields not listed in these steps.
Some mappings are hard-coded and grayed out. Others are pre-mapped but editable. For details about these fields, see Relationship Graph Traversal Object Fields and Mappings.
- Select and order the object fields to include in the graph:
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Use the right arrow icon to move object fields from the Available list to the Selected list.
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Use the up and down arrow icons to reorder the object fields in the Selected list.
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- Click Create.
