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.

The Document Manager showing a list of available graph documents

Double-click any document to open it in the Graph Viewer. You can also right-click for additional options like editing or deleting.

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

The Graph Viewer

This is where you spend most of your time. The Graph Viewer renders your data as an interactive graph on a large canvas, with a sidebar menu on the left and camera controls in the top-right.

The Graph Viewer displaying a loaded graph with nodes, groups, and connections

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. When collapsed, the group acts as a summary of everything inside it, including bubbled-up status from its children.

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 from view.

The context menu showing filter options for a selected node

When filters are active, a count appears in the top-left corner. You can review your active filters there or clear them all at once.

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 (currently shown) and hidden nodes (filtered out). Selecting a result navigates the camera smoothly to that node.

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

node-type:database AND attributes.region:us-east

The search panel showing results split into visible and hidden groups

The Search and DSL guide covers the full syntax.

Understanding status

Many nodes display small coloured badges showing their current state (healthy, warning, error, etc.). Hover over a badge to see details.

Status bubbles up through the hierarchy. If a group contains 50 healthy nodes and one error, the group shows the error badge. You can spot problems at any level without expanding anything.

A group node showing a bubbled error status badge from a child node

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 and you can return to that exact view later from the Bookmarks panel in the left sidebar.

What’s next

From here: