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Status Shipped
Categories Whiteboards
Created by Eric Cannady
Created on Oct 17, 2022

Use whiteboards to visualize object record relationships

use the whiteboard functionality to take a record and create a visualization of the related records up and down the hierarchy.

  • ADMIN RESPONSE
    Oct 30, 2025

    You can now import related records to visualize the relationships in a whiteboard! To try this out, select a record card, and open the More options menu. Then choose Import related records and select which type of related records to add to your whiteboard. You can import all the parents, children, dependencies, or all related records.


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