You are here:
Use the Relationship Graph Admin Config Tool
Use the Relationship Graph Admin Config Tool to choose the graph type and configure its appearance.
To edit a Relationship Graph in the Relationship Graph Admin Config tool:
- Open the App Launcher and then select Relationship Graph Admin.
- To edit an existing graph, click the drop-down menu on the right for the graph and select Edit Graph.
-
Specify the Test Data Settings:
-
Enter or select the Object Type. This can be any object type that the graph includes.
-
Enter or select the Record Name. For example, if the object type is Contact, enter the name of a Contact.
The Record Id is displayed.
TipYou can copy the Record Id value and use it in the Vlocity Graph Component EditorUse the Vlocity Graph Component Editor.
-
Enter a Number of Degrees to specify the depth of relationships that the Graph Preview displays.
-
Click Fetch to retrieve the test data.
-
-
Expand the Graph Preview so you can see the effect of
each change you make.
The preview includes zoom (+ and –) and Refresh icons. You can also search for an object Name or Id and highlight its node.
-
Select the Graph Type, either Radial
Graph, Hierarchy, or Sankey
Diagram.
NoteTimeline graphs don't require configuration in the Relationship Graph Admin Config tool. To specify a Timeline graph, use the Vlocity Graph Component EditorUse the Vlocity Graph Component Editor.
- Use the graph settings.
- Click Save Configuration.
- Settings for Radial Graphs
The following Relationship Graph Admin Config tool settings apply to radial graphs. - Settings for Hierarchy Graphs
The following Relationship Graph Admin Config tool settings apply to hierarchy graphs. - Settings for Sankey Diagrams
The following Relationship Graph Admin Config tool settings apply to Sankey diagrams. - Settings for All Graph Types
A few Relationship Graph Admin Config tool settings apply to all graph types. - Filter Objects and Relationships in the Graph Using JSON
Advanced users can add filters to the Relationship Graph JSON. If you add filters, then for each specified field and record type, any data that isn't specified is omitted from the graph.
