Database Designer

Overview

The Visual Designer is a visual layer that lets you see all of your organization’s Custom Entities on a single diagram at a glance. Each entity appears as a box (card) listing its fields; you drag and arrange the cards to map out your data model. As the number of entities grows, tracking them in lists becomes hard — the diagram makes the whole structure and the links between entities clear even to a non-technical manager.

From the diagram you can add a new entity, add and edit fields on an entity, and move the cards to lay things out your way. If an entity has a link to another entity (a reference field), that link is shown with a badge next to the field — for example, next to the “customer” field on an “Order” card you see a ”→ Customer” label. This way you understand what is linked to what just by looking at the diagram.

A card’s position on the diagram is saved permanently and organization-wide: when you make a change, your whole team sees the same layout. Because the layout is kept separate from entity data, changes on the diagram never affect your records.

Who uses it

• Organization administrators: People who build and edit the data model. They add entities and fields and arrange the layout from the diagram.
• Process and business analysts: People who want to understand the relationships between entities and the overall structure. With view-only permission they can explore the diagram.
• New team members: People who want to grasp the organization’s data model quickly. The diagram shows the structure without reading documentation.

A user with view permission but no edit permission can explore the diagram freely but cannot add or move cards.

Step-by-step process

1. Open the designer. From the Custom Entities section, switch to the Visual Designer. Every entity in your organization loads as a card on the diagram.
2. Navigate the diagram. Pan by dragging, zoom in and out, and use “Fit View” to see the whole diagram. Use the search in the left panel to focus quickly on an entity.
3. Add a new entity. Create an entity with “New Entity”; the card automatically appears on the diagram.
4. Edit fields. From a card, add a field to the entity or edit an existing one. Reference fields appear on the card with a ”→ target entity” badge.
5. Arrange the layout. Drag cards into a meaningful arrangement. Positions save automatically after a short pause; the status badge on the toolbar shows “Saving… / Saved”.
6. Share with the team. Your layout applies to the whole team; everyone sees the same diagram without any extra action from you.

Process flow

flowchart TD
    A[Open the Visual Designer] --> B[Entities load as cards]
    B --> C{What do you want to do?}
    C --> D[Add a new entity]
    C --> E[Add / edit a field on a card]
    C --> F[Drag and arrange cards]
    D --> G[Diagram updates]
    E --> G
    F --> H[Position saves automatically]
    H --> I[The team sees the same layout]
    G --> I

Frequently asked questions

Does the Visual Designer create a real database table? No. The designer is a visual map of your Custom Entities. It displays your entity and field definitions and lets you edit them; it does not produce raw tables in the background. Your records always stay safe.

Does moving cards on the diagram affect my data? No. A card’s position is only a visual arrangement and is kept entirely separate from entity data. Move them as much as you like; records are not affected.

Can I see an entity’s link to another entity on the diagram? Yes. Reference fields are shown on the relevant card with a ”→ target entity” badge, so you understand what links to what at a glance. If the link’s target has been deleted, the badge marks it as a “deleted reference”.

Will others see the arrangement I make? Yes. The layout is shared organization-wide; when you save, your whole team sees the same diagram. If two people edit at the same time, the platform merges the changes safely and prevents data loss.

Can I draw a relationship line between two entities on the diagram? For now relationships are shown with badges on the cards; drawing lines between boxes by hand is planned for a later version. To create a link, all you need to do is add a reference field to an entity.

Will the diagram slow down if I have many entities? The diagram only renders the cards visible on screen, and you can simplify it by collapsing cards. When the number of entities is high, the toolbar warns you and suggests collapsing cards in bulk.