The Ontology Builder is an admin-only feature available under Experimental in the sidebar navigation.
Accessing the Builder
Navigate to Experimental → Ontology Builder from the left sidebar. The builder opens to a full-screen graph canvas showing all object types and relationships in your workspace.The Graph Canvas
The canvas is the central workspace of the Ontology Builder. Each object type appears as a node, and each relationship appears as an edge connecting two nodes.Object Type Nodes
Each node displays:- Name and icon — The object type name with its logo or initial letter
- Field count — Number of defined properties
- Instance count — Number of existing records of this type
- Link count — Number of relationships connected to this type
- Connection handles — Appear on hover at the edges of the node, used to create relationships
Interaction
| Action | Result |
|---|---|
| Click a node | Select it and show the context actions (edit, delete, search) |
| Double-click a node | Open the object type editor |
| Double-click the canvas | Create a new object type |
| Drag from a handle | Create a new relationship to another node |
| Click an edge | Select the relationship and show its actions |
| Scroll / pinch | Zoom in and out |
| Click and drag the canvas | Pan the view |
Toolbar
The top-right corner of the canvas includes controls for:- Fit to view — Automatically zoom and pan to show all nodes
- MiniMap — A small overview of the entire graph for orientation in large ontologies
Header Bar
The header bar at the top of the builder shows:- Title — “Ontology Builder” with an “Admin Only” badge
- Summary stats — Total object types, relationships, and instances
- Delete All — Remove the entire ontology (all types, relationships, and instances) with a single action
- New Object Type — Opens the object type editor to create a new type
Creating Object Types
Click New Object Type or double-click the empty canvas to open the editor. The editor uses a split-pane layout:- Property Builder (Left)
- Schema Preview (Right)
The left panel provides a form-based interface:
- Name and Icon URL — Identity fields at the top
- Description — Explains what this object type represents
- Templates — Quick-start buttons that pre-fill properties for common types (Person, Company, Deal, Client, Recruit, Place)
- Properties — A drag-and-drop list where you define each property’s name, type, description, and constraints
- Title Property — A dropdown to select which required text property serves as the display name
Creating Relationships
To create a relationship between two object types:- Hover over a node to reveal its connection handles
- Click and drag from a handle on the source node to the target node
- Release on the target node to open the relationship dialog
- Fill in the link name, cardinality, directionality, and optional description
- Click Create
Managing Your Ontology
Editing
- Object types: Double-click a node or click edit from the context menu
- Relationships: Click an edge to view it in Spaces where you can edit its properties
Searching Instances
Click the search action on any object type node to open a filtered search showing all instances of that type. This lets you quickly browse the records that exist for a given object type.Deleting
- Single object type: Delete from the node’s context menu. This removes the type, all its instances, and all relationships that reference it.
- Single relationship: Delete from the edge’s context menu. This removes only the link type — instances on either side are preserved.
- Entire ontology: Click Delete All in the header bar. A confirmation dialog shows exactly how many object types, relationships, and instances will be removed. Deletion proceeds sequentially with progress tracking.