Editing Relationships Visualization Settings
You can use the relationships visualization settings to change the information displayed on your plan's Relationships tab. You can edit the title of the visual hierarchy, change the display direction of the arrows, and add fields to the Relationships cards.
To configure the visual hierarchy:
- Navigate to the Relationships tab and click
.
- To change the title, navigate to the General tab and enter a title in the Title field.
- To edit the arrow display settings, navigate to the General tab and select an option from Arrows Display Settings. This allows you to change the directions of the arrows in your visual hierarchy depending on how you want to view them.
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To add a field, navigate to the Fields Display tab.
- Select the fields that you want to add to the card.
- Select the fields that you want to add to the Plan Details window that displays when you click More Details on a card.
- Click Save.
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