Color Coded Connection Roles

Users can configure colors for connection roles. Once a color is set, the corresponding connection node edges will display using the selected color, providing a clear visual distinction based on the configuration.

Here are the steps to configure connection role colors: 1. Click on the Settings Icon in the Map My Connections map interface.

Note: The Settings Icon is visible only to users with the System Administrator or MapMyRelationship Administrator role. Only users with these roles can configure connection role colors.

2. After clicking the Settings icon, the configuration interface will appear.

1. To create a new connection role color configuration, click on the New button.

1. Clicking the New button will add a new row to the configuration list. In the new row, select the desired Connection Role Category from the dropdown menu. Based on the selected category, choose the appropriate Connection Role from the dropdown, which will display only the roles available under the selected category.

1. Click on the Color Box to open the color picker.

1. Once the color picker appears, select your desired color and click Select. Note: You cannot choose a color that has already been assigned in another configuration.

1. After configuring the connection role and its color, click the Save button to apply the changes.

1. To edit an existing configuration, click on the Edit button, make the necessary changes, and click Save.

1. To delete a configuration, click on the Delete button.

By following these steps, users can easily set colors for connection roles and enhance their Map My Connections visualization.

Color legends are shown inside connection relationship view based on the connection roles using which the records are connected to the main/primary entity record. This will help the users to easily identify the connection roles as illustrated in the below example:

• A contact record ‘Abraham McCormick’ is connected to ‘4G Enabled Tablets’ opportunity through ‘Technical Sales Professional’ connection role

• An opportunity record ‘CDMA Phones’ is connected to ‘4G Enabled Tablets’ opportunity through ‘Account Manager’ connection role

• An account record ‘Southridge Video’ is connected to ‘4G Enabled Tablets’ opportunity through ‘Delivery Professional’ connection role

• An opportunity record ‘Smart Phones’ is connected to ‘4G Enabled Tablets’ opportunity through ‘Service Professional’ connection role

This connection role is also visible to user by hovering over the edges as shown below;

Quick Records Open ( Hyperlink)

Map My Relationships also gives you the provision to navigate to the actual connection record (may it be of any entity) by clicking on the record hyperlink.

If you are standing on the connection grid and wants to quickly navigate to the actual connection record, then just click on the record hyperlink.

You will be redirected to the actual contact record.

Note: Not only the connection record but also all the lookup type fields/columns are supported for this navigation.

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