Quickstart

Get up and running with Schematify in about five minutes

This guide covers the two main screens in Schematify and the core features you’ll use day-to-day.

The Document Manager

The Document Manager is your hub for Schematify. After signing in, you’ll land here. It shows all the graphs available to you, with their names and descriptions, and gives you access to CLI setup, account management, and these docs.

Double-click any document to open it in the Graph Viewer. The document menu also provides edit, rename, duplicate, and delete actions according to your access.

The Document Manager is covered in full in the Document Manager guide.

The Graph Viewer

The Graph Viewer renders your data as an interactive graph on a large canvas. Its menu opens the main panels, while the viewer toolbar holds filter, selection, camera, and account controls.

Moving around

  • Pan: Click and drag anywhere on the canvas.
  • Zoom: Scroll your mouse wheel. Zooming centres on your cursor position.
  • Centre the view: Press Ctrl+Space (Windows/Linux) or Cmd+Space (Mac) to fit the entire graph in your viewport.

Selecting nodes

Click any node to select it. Click it again to deselect. Clicks are additive, so you can build a multi-node selection by clicking nodes one after another.

Right-click and choose “Clear Selection” to deselect everything.

Expanding and collapsing groups

Some nodes are groups that contain child nodes. They have a distinct visual style and an expand/collapse icon in the bottom-right corner.

Double-click a group to toggle it open or closed. A collapsed group can surface descendant statuses whose badge definitions enable bubbling.

Filtering

Filters control which nodes are visible. Right-click any node and look under the Filter submenu:

  • Isolate node(s): Hide everything except this node.
  • Isolate (with relations): Show this node and everything it connects to.
  • Exclude node(s): Hide this node. Excluding a group also hides its descendants.

When filters are active, the viewer toolbar shows the affected node count. Use it to review the filter stack or clear all filters.

Tip

Filters are covered in depth in the Filtering guide. For now, try isolating a node and then clearing the filter to get a feel for how it works.

Searching

Press Ctrl+F (Windows/Linux) or Cmd+F (Mac) to open the search panel. Type two or more characters to search node labels, IDs, paths, types, literal statuses, and scalar attributes. Typo tolerance starts at three characters.

Results split into visible nodes and hidden nodes that current filters removed. Double-click a result to focus that node, or focus the result row and press Enter.

For more precise queries, the search supports a full DSL:

node-type:database AND attributes.region:us-east
channels.health=critical

The Search and DSL guide covers the full syntax.

Understanding status

Many nodes display small coloured badges showing their current state. Hover over a badge to see details.

Status definitions control priority and whether they bubble through groups. In the base pack, base/critical, base/alert, and base/warning bubble. A bubble-enabled status in a collapsed branch appears on the parent group.

Saving your work with bookmarks

Bookmarks save the current state of your graph: which filters are active and which groups are expanded or collapsed.

Press Ctrl+B (Windows/Linux) or Cmd+B (Mac) to create a bookmark. Give it a descriptive name, then restore its filters and group expansion state from the Bookmarks panel. Bookmarks stay in the current browser and do not sync to other devices or users.

What’s next

From here: