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Tree view: Difference between revisions
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# Click '''New''' and enter a name for your tree, then click '''OK'''. | # Click '''New''' and enter a name for your tree, then click '''OK'''. | ||
# Select the parent '''Entity''', such as Account, and choose which '''View''' should be used to display its records. | # Select the parent '''Entity''', such as Account, and choose which '''View''' should be used to display its records. | ||
# | # Add another level to your tree. Do one of the following: | ||
# Select the | #* If you want to add a child entity, select a child relationship in the '''Child (Lazy) Level''' field. | ||
#* If you want to add a parent entity, select a parent relationship in the '''Parent Level''' field. | |||
#* If you want to add the same entity as parent or child, select also the relationship in the '''Recursive Field''' field. | |||
#: In our example, we used added a child entity, Contact. | |||
# Select the newly added entity and choose the appropriate view for it. | |||
# Add more entities as needed, then click '''Save & Close'''. | # Add more entities as needed, then click '''Save & Close'''. | ||