Deep coverage of generation template functionality

From Relationship Charts perspective, there are two type of actors on the chart. The first type includes actors associated with existing CRM records. The second type includes the actors that have not been associated yet with existing CRM records but represent placeholders for CRM records and have specific entity types. In Relationship Charts, these actors are named “Ghosts”. Ghosts might have relationships with other actors on the charts.

The rules for data to be retrieved and displayed on the chart are set using combinations of the following data commands:

  1. Bring data returned by a standard CRM fetch query

  2. Bring data related to the actors already displayed on the chart

  3. Replace the ghost actor with a real CRM record

Learn more about these commands and how they are used in real life business scenarios in Relationship Charts 2014 Charts Automatic Creation Whitepaper

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