Customize graphs on records to show only the records you need. Change which objects appear in the graph, apply filters to show records based on certain criteria, sort records, and save custom views with applied filters.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To customize ARC graphs on records: | View permissions information. |
Note To customize ARC graph views on a record, you must enable Customize Views when you
create the graph.
- Open the relationship graph on a record.
-
To apply an object-level filter, click
for
the top-level node and deselect objects to remove them from the graph.
-
To apply a record-level filter or sort the records, click
for a node in the graph, such as
Cases.
- For Sort By, select a method to sort the records.
- Click Add Filter.
- Select the entity type that the filter applies to, such as Object, Junction, or Peer.
- In Field, search for and select a field to filter by, such as Priority.
- Select an operator, such as equals.
- Enter a value, such as High.
- To apply the filter, save your work.
-
To save the current view, click
,
and then select Save View As.
-
Enter a name for the view and then click Save View.
You can save up to 10 views of a graph.
- To change views, click the graph name, and then select the desired view.
-
To save changes to the view, click , and then select Update View.
-
To delete a view, click , and
then select Delete View.