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Relationship Graph

The Avonni Relationship Graph component displays a relationship graph with a root header and one or more groups of related items. Use it to visualize connections and hierarchical relationships — such as account hierarchies, org charts, or project structures — directly on your Lightning Pages.

Overview

The Relationship Graph renders hierarchical data as an interactive, expandable tree. Each node in the graph corresponds to a record; nodes can be collapsed or expanded, and can carry labels, avatars, fields, and inline actions. The graph supports both a vertical and a horizontal layout to suit different page designs.

Use Cases

  • Visualizing Account Hierarchies with related Contacts and Opportunities.

  • Displaying Organizational Charts (e.g., User hierarchies based on the ManagerId field).

  • Mapping Product Structures (e.g., Product Bundles and their components).

  • Showing Case Dependencies or related Knowledge Articles.

  • Visualizing complex project structures with parent/child tasks.

Configuration

To configure the Relationship Graph, select it on the canvas. The Edit Relationship Graph panel opens on the right with three tabs: Properties, Interactions, and Style. The sections below mirror the Properties tab.

Data Source

The Relationship Graph requires hierarchical data. Connect it to data using the Avonni Nested Query Data Source, which lets you define a parent object query and add child relationship levels (with optional further nesting).

1

Select Data Source

In the Properties panel, set the Data Source to Avonni Nested Query Data Source.

2

Configure Nested Query

Click Create Query or Edit Query.

  • Parent Object Query: Define the query for your top-level records (e.g., Object: Account). Add filters if needed.

  • Add Child Object(s): Within the Nested Query builder, add child relationships.

    • Select the Child Object (e.g., Contact).

    • Specify the Relationship Field on the child object that links it to the parent (e.g., AccountId on Contact).

  • Add Further Nesting (Optional): Add another level (e.g., add Case as a child of Contact, using the ContactId relationship field).

  • Multiple Parent Objects (Optional): Add multiple independent parent queries to display different starting hierarchies in the same graph.

  • Save Query: Save your Nested Query definition.

Data Mapping

The Data Mappings section defines how each level of your Nested Query is displayed on the graph nodes.

1

Access Data Mappings

In the Properties panel, find the Data Mappings section.

2

Select Item Level

You will see sections corresponding to each level defined in your Nested Query (e.g., "Account Item," "Contact Item," "Case Item"). Select the level you want to configure.

3

Map Attributes for Each Level

For the selected item level (e.g., Account):

  • Label: Select the field from the query results that should be the primary display text for the node (e.g., Account.Name).

  • Icon Name (Optional): Select a field containing an SLDS icon name, or enter a static icon name (e.g., standard:account) to display an icon on the node.

  • Additional Fields (Optional): Add other fields from the query to display as secondary information on the node.

  • Expanded (Optional — for parent nodes): Set whether this level's nodes are expanded by default when the graph loads.

4

Repeat Mappings

Repeat the previous step for each item level (e.g., configure mappings for Contacts, then for Cases).

Content

Variant

The Variant setting controls the overall layout direction of the graph. Horizontal (default) lays out the hierarchy from left to right. Vertical stacks the hierarchy from top to bottom.

The same graph laid out horizontally and vertically.

Hide Items Count

When enabled, the count of child items displayed next to each group header is hidden.

Customize the root header displayed at the top of the graph.

Setting
Description

Label

The primary text shown in the root header (e.g., the name of the top-level record).

URL

A web address the header label links to.

Target

Controls where the URL opens. Self (default) opens in the current tab; Blank opens a new tab; Parent targets the parent frame; Top targets the full window. Requires URL to be set.

Avatar

An avatar shown in the root header. Set an Icon Name (SLDS icon) or an Image Source (URL of an image file).

Actions

Buttons displayed under the root header. Each action has a Label, a unique Name (required), an optional Icon Name, and can be Disabled.

Collapsible Icon

Customize the icons used for the expand/collapse controls on group nodes.

Setting
Description

Open Icon Name

The SLDS icon shown on an expanded group node to allow collapsing it.

Close Icon Name

The SLDS icon shown on a collapsed group node to allow expanding it.

Group Actions

Define default actions that appear on every group (parent node) in the graph.

Each group action has a Label, a unique Name, an optional Icon Name, and can be Disabled.

The Position setting controls where group actions appear relative to the group header: Top (default) or Bottom.

Item Actions

Define default actions that appear on every individual item (leaf node) in the graph.

Each item action has a Label, a unique Name, an optional Icon Name, and can be Disabled.

Set Component Visibility

All components support conditional visibility — see Component Visibility.

Interactions

Interactions define what happens when users interact with the Relationship Graph. Configure them from the Interactions tab of the Edit Relationship Graph panel.

Item Click

Fires when a user clicks a graph node. Use this to navigate to the clicked record's page or trigger flow logic based on the selected node.

Item Action Click

Fires when a user clicks an action button on an individual item node. Use the targetName output to identify which action was clicked and branch your flow logic accordingly.

Group Action Click

Fires when a user clicks an action button on a group header. Use the targetName output to identify which group action was clicked and respond accordingly.

Header Action Click

Fires when a user clicks an action button in the root header. Use the targetName output to identify which header action was clicked and branch your flow logic accordingly.

Output Variables

The Relationship Graph exposes these output variables to the interaction that the user's click triggers. They are cleared once that interaction finishes, so read them inside the interaction rather than expecting them to persist elsewhere on the page.

Item Click

When a user clicks a graph node, these variables update with the clicked node's data.

Output variable
Type
What it returns

Clicked Item

Object

The full data object of the clicked node — its name, label, and avatar (icon, initials, image source).

Clicked Item Name

Text (String)

The unique name of the clicked graph node.

Clicked Item sObject

Record (SObject)

The Salesforce record associated with the clicked node. The Relationship Graph is always query backed, so this is populated whenever the node came from the Nested Query data source.

Clicked Item sObject API Name

Text (String)

The API name of the sObject type associated with the clicked node.

Example: When a user clicks a Contact node in an org chart, use Clicked Item sObject to display that Contact's details in a record-detail component beside the graph.

Item Action Click

When a user clicks an action button on an item node, these variables update.

Output variable
Type
What it returns

Clicked Item Action - Action Name

Text (String)

The name of the item action button the user clicked.

Clicked Item Action Item

Object

The data object of the item node the action was clicked on — its name and label.

Clicked Item Action - Item Name

Text (String)

The name of the item node the action was clicked on.

Example: Use Clicked Item Action - Action Name to branch logic — for example, navigate to a record page when the "View" action is clicked.

Group Action Click

When a user clicks an action button on a group (parent) node, these variables update.

Output variable
Type
What it returns

Clicked Group Action Name

Text (String)

The name of the group action button the user clicked.

Clicked Group Action Item

Object

The data object of the group node the action was clicked on — its name and label.

Clicked Group Action Item Name

Text (String)

The name of the group node the action was clicked on.

Header Action Click

Output variable
Type
What it returns

Clicked Header Action Name

Text (String)

The name of the header action button the user clicked.

Styling

Configure the Relationship Graph's appearance from the Style tab of the Edit Relationship Graph panel.

Controls the outer spacing around the component.

  • Top / Right / Bottom / Left: Adjust the space on each side.

Controls the inner spacing between the component's content and its border.

  • Top / Right / Bottom / Left: Adjust the inner spacing on each side.

Controls the component's dimensions.

  • Width / Height: Set fixed dimensions.

  • Min Width / Max Width / Min Height / Max Height: Constrain the size within bounds.

  • Overflow: Control how content that exceeds the bounds is handled.

Customizes the border surrounding the component.

  • Color / Size / Style / Radius: Set the border color, thickness, style, and corner rounding.

Styles the connector lines between nodes.

  • Color: Set the default line color.

  • Selected Color: Set the color of lines in the selected path.

Styles the graph items.

  • Indicator Color: Set the color of the item indicator.

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