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1. In Setup, select Object Manager then Account.
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2. Next, create a custom field on the Account object. Select lookup
relationship as the Data Type.
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3. As the Tree View App works on Objects having a self-lookup relationship,
we will choose the Account object for the Related
To option.
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4. Name the Field Label (In this example, we used Parent Property)
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5. Parent Property will now be visible in the Field and Relationship View.
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6. Click the Gear icon from an Accounts record page and select “Edit Page”.
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7. In the Lightning App Builder edit page view, create a custom tab. Name
the custom tab. For this example, we are naming
the tab “Tree List View”
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8. Click on the Tree List View component. Drag the Inovi Tree List View
component to the Add Component(s) here, and drop
it. **The Inovi Tree List View component can be added anywhere on the record
page.**
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9. Activate the edited Account Record page. Select the form factors that you
want your record page to be available for. Save
your changes.
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10. Once saved, click on the back arrow to return to the record page.
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11. Success! You have successfully installed Inovi Tree List View!
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