Once you make your selections, the flowchart extension immediately updates to reflect that selection. Whenever you choose a record and link other records to it, the flowchart extension draws an arrow from the original to the linked record (or records).īy default, the flowchart displays all records in white but you can change this by color-coding your records. If a record called "A" links to two other records called "B" and "C" (respectively), you'll see the flowchart draw an arrow from the "A" record to the "B" and "C" records. Once you've satisfied the settings for the flowchart extension, you can begin adding records and links in your chosen table.Īs demonstrated in the example above, the flowchart extension forms its flowchart automatically when one record links to another in the same table.
Watch this demonstration of a simple setup for the flowchart extension to get an idea of how it works and read on for additional information. By default, records appear as rounded rectangles but you can also choose (non-rounded) rectangles, ellipses, circles, and diamonds. Record shape: You can choose the shape that displays the contents of the primary field of each record with this setting.Alternatively, choose "Straight lines" if you want the flowchart's lines to flow the shortest distance between records in the chart, resulting in both orthogonal and diagonal paths. Link style: Choose "Right angles" if you want flow chart lines that only flow in orthogonal directions and turn at perfect right angles.You can always adjust this setting on the fly if your needs change.
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Naturally, most flow charts will look best in full screen with the optimal orientation selected. Conversely, you'll want to use the vertical setting for taller charts to maximize their size in the extension's display area. When you have a wide chart, the horizontal setting works best.
Table: Choose the table you want to work with to build the flowchart.The flowchart extension has three primary settings you'll need to adjust to get started: Optional: color-coded records (if you want the flowchart to mirror the colors of your records).Collaborators with commenter or read-only permissions can still view and export the chart. Only collaborators with editor access and above can configure the flowchart settings.
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If you're not yet familiar with this process, you can learn how to set up record dependencies in this support article. A table with a linked record field that links to records in that same table.The flowchart extension requires a base with the following: You can even save your flowcharts as PNG and SVG files for printing, sharing, or further editing. By setting up record dependencies-records that link to other records in the same table-the extension will automatically build a flowchart based on your choices. The flowchart extension creates flowcharts from records in a chosen table.
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