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            Workflow for Creating a Relationship Graph Template

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            Workflow for Creating a Relationship Graph Template

            Creating a relationship graph involves creating the graph metadata, nodes, and traversals. A node represents an object. A traversal represents a relationship between objects.

            To create a Relationship Graph and the template of its objects and relationships:

            1. Create the Relationship Graph metadata. See Create the Relationship Graph.
            2. Configure the first two nodes. These reference objects that have a relationship, such as Account and Contact or two Contacts. See Configure a Relationship Graph Node.
              Tip
              Tip

              Although you can configure nodes and traversals in any order, it's usually easier to configure the nodes first.

            3. Configure the first traversal. This references the relationship between the objects. See one of these topics:

              • Configure a One-to-Many Traversal

              • Configure a Party Relationship Traversal

              • Configure a Custom Junction Object Traversal

            4. Add more nodes if necessary. See Add a Relationship Graph Node.
            5. Add more traversals if necessary. See Add a Relationship Graph Traversal.
            • Create the Relationship Graph
              The first task in creating a Relationship Graph is to create the graph object.
            • Configure a Relationship Graph Node
              To configure a node, you must select an object type, specify a name, and select fields.
            • Configure a One-to-Many Traversal
              Some graph types, such as hierarchy graphs, support only one-to-many relationships. To configure a one-to-many traversal, you must specify the object types, the field that defines the relationship between them, and a default value representing the strength of the relationship.
            • 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.
            • Configure a Custom Junction Object Traversal
              To configure a Custom Junction traversal, you must specify the Relationship Object, a name, and all the required field mappings.
            • Add a Relationship Graph Node
              Some graphs display more than two object types and need more than two nodes.
            • Add a Relationship Graph Traversal
              In some graphs, the same two object types can have more than one type of relationship. For example, two Contacts can be friends, relatives, coworkers, a manager and a subordinate, and so on. You can add parallel traversals to the same two nodes.
             
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