AdvoLogix Matter Management

Relationship Maps

Updated Jun 10, 2021

The Relationship Map looks and feels a lot like the Participation Map.  However, the Relationship Map was created to display custom objects and their relationships to the chosen base object.   

Create a Relationship Map Template

For instructions, please follow this link.

Go to the Base Object Record Page

Once the Relationship Map template has been created, go to the base object and edit the Lightning record page the Relationship Map will be on.

Lightning Record Editor

  1. Make or find a place for the Relationship Map component.
  2. Drag-and-drop the Relationship Map component onto the area.
  3. Choose a Header Title or leave it blank.
  4. Use the drop-down menu to choose the Relationship Map template that will be used. *
  5. Select Save.
  6. Select Back.  

Only the Relationship Map templates with the same base object as the record you are on can be found in this list.

The performance of the component is directly affected by the number of records and the number of relationships that exist on the object this component is placed on.

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