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Settings for All Graph Types
A few Relationship Graph Admin Config tool settings apply to all graph types.
For color options, see the HTML Color Picker. All numeric values represent pixels unless otherwise specified.
In the General Settings, move fields from the Available to the Selected list to include them in the tooltip information for the selected node type. Move fields up and down within the list using the arrows to determine their order. Node types in the Template determine the available fields.
A filter determines which nodes of the selected type are included in the graph based on field values. To add a filter:
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Under Node Display Field Configuration, in Filter Configuration, click Add Filter.
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Select a Field Name.
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Select an Operator.
Supported operators are equals, not equals, like, greater than, greater than or equal, less than, and less than or equal.
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Specify a Compare Value. This can be a single value or a comma-separated list of values.
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Click Apply Filter.
To allow users to apply filters to the published graph, scroll to the end of the configuration settings, expand the Others section, and click the Enable UI Filters switch.
One-to-Many Traversal Direction
By default, a one-to-many relationship is traversed from the "one" side to the "many" side. To traverse from the "many" side to the "one" side instead, scroll to the end of the configuration settings, expand the Others section, and click the Reverse One to Many Lookup switch.
For example, by default a hierarchy graph starts at the context node and traverses down. Reverse One to Many Lookup displays the hierarchy above the context node as well.
Relationship Direction from the Context Node
By default, the source and target of a traversal define the direction of the relationship. To define the direction of each relationship from the root node, click the Context Direction switch. In radial graphs, all arrows point away from the root node. In hierarchy graphs, the root node becomes the top of the hierarchy.
Removal of View/Edit and Delete Buttons on Tooltips
By default, View/Edit buttons appear on node and relationship tooltips, and Delete buttons appear on relationship tooltips. Setting Enable Tooltip Navigations to Disable removes View/Edit from tooltips. Setting Enable Delete Relationships to Disable removes Delete from relationship tooltips.
By default, radial graphs and Sankey diagrams show relationship labels. To hide these labels, set Display Path Labels to Hide.
Expand the Others section to change the Graph Background Color. In some graph types, the background color affects the other colors in the graph.
To export the graph so you can upload it to another org, click Export.
To view and edit the JSON code that specifies the graph configuration, click Edit JSON.
You can use the JSON code to filter what the graph includes. See Filter Objects and Relationships in the Graph Using JSON.
For Advanced Users: API Response
To view the JSON code specified by the Data Settings, click View API Response.
If the graph doesn't render, you can click View API Response to view any error messages.
For example, you might see this error message:
Field Name, name is not found under API
Contact. Please make sure the name is spelled correctly and fully qualified
name is provided with namespace, if applicable.
If you see this message, check the namespace and the field name spelling, but also make sure that the field name is quoted in the Field List of the Relationship Graph Node Type. Missing quotes can also cause this error.
