How to build an interactive Creatio Relation Diagram

In CRM, it's important to see not only individual records but also the connections between them. When contacts, companies, opportunities, and other entities are opened in different tabs, the overall structure of interactions remains unclear. Syntech Relation Diagram for Creatio displays related data as an interactive diagram directly in Freedom UI.

In the video, the component is added to the account page and configured in Freedom UI Designer. Records are displayed as nodes, and the connections between them as lines, allowing the user to explore the data structure in one space.

Visual representation of CRM relations

The diagram helps to see the central record and its related entities. Nodes can be placed on the canvas, and a minimap simplifies navigation of a large scheme. The grid snapping function helps maintain an organized arrangement of elements.

For automatic schema generation, settings include options for loading relationships and diagram building mode. You can also define who has the right to edit it.

How entities and relationships are configured

In the component editor, the administrator specifies:

• the root entity of the diagram;

• types of related entities;

• fields displayed on node cards;

• filters for loading the necessary records;

• source and target of each relationship type;

• columns through which entities are linked;

• editing rights.

The demonstration also shows how to add a new connection manually. This allows supplementing the map without switching to a separate technical interface.

When is the Relation Diagram useful for business?

A visual map helps in scenarios where decisions depend on understanding context: the structure of a client company, participants in a deal, related records, or a chain of interactions.

Instead of sequentially opening tabs, the user gets an overview of relationships and can navigate to the desired part of the scheme. This is especially useful for managers, analysts, and Creatio administrators who work with complex data models.

Advantages of Syntech Relation Diagram

• visualization of relationships between Creatio records;

• interactive nodes on a single canvas;

• additional fields directly on cards;

• filters for related entities;

• automatic or manual creation of relationships;

• minimap and grid snapping for elements;

• control of editing rights.

Frequently Asked Questions

What is the root entity of the diagram?

This is the main record from which the map of related data is built. The root entity is selected in the general settings of the component.

Can additional data be displayed on nodes?

Yes. In the entity settings, you can select additional columns to be displayed on the cards.

Can diagram editing be restricted?

Yes. The video shows how to configure editing rights by roles.

Learn more about Syntech Relation Diagram for Creatio on Creatio Marketplace.