---
schema_version: "1"
id: 0257d7b85c5855f448680809bff5884c00e354bec896751562b4f7311044c617
title: Create a Custom Relationship Map in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_relationship_map_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_relationship_map_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6a8050b8bb6335d00b530d53e419198cc38adaab4bae68e03f3a906f198fbdd
description: Build a lightweight relationship map with custom data in your documents.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Create a Custom Relationship Map in Quip

Build a lightweight relationship map with custom data in your documents.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

1. In a document, enter @Relationship Map.
    
    A placeholder relationship map is added to your document.
2. To build a new map or edit the current one, click **Build Custom Map**.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_tip.png)
    
    Tip Use Quick Update to edit a map’s field values but not the fields themselves. From the Tree Map, click **the edit pencil** on the card that you want to edit.
3. Choose which fields appear on the relationship map cards from the Map Builder. To edit or add fields, click **Edit Card Fields**.
    
    ![Edit Card Fields button highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_relationship_map_edit_card_fields.png)
4. To customize the fields that show on a card, edit the fields in the Compact View section. You can add more fields in the Detail View section—these fields show when you click **More...** on the card.
    
    ![Compact View and Detail View field modal](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_relationship_map_edit_fields.png)
    
    1. To add a field, click **Add Field**. Enter a field name, and select a field type.
    2. To reorder fields or move a field to a different view, use **![reorder icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_reorder_icon.png)** to drag the field.
    3. To add a colored dot on a card that indicates its status, add a picklist field, and select **Display a card’s status based on the picklist option**. Add picklist options and choose a status color for each.
        
        ![Picklist options with color indicators](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_card_status.png)
        
        ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_important.png)
        
        Important Only one field per map can determine the card status.
5. After you set up your fields, add new cards to your map in the Map Builder. To create a card, enter a name, and click **Add**.
    
    ![New card with fields highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_relationship_map_create_card.png)
6. Fill in the fields you created and click **Done**.
7. From the Map Builder, drag cards to create a hierarchy. To see what it looks like in the Tree Map, click **View Map**.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_tip.png)
    
    Tip To keep your relationship map lightweight and to avoid document scrolling, we recommend adding up to 10 columns.

Your relationship map is ready to go! To stay on top of an account’s health and keep in touch with stakeholders, add it to your Account Plans.