Introduction to Schema Builder
Schema Builder allows you to prepare schemas for working with different kinds of data. You can also create relations between schemas to govern how records of different schemas are correlated. This can be used in combination with other features, such as automations, to create practically limitless opportunities.
The articles in this section provide a step-by-step guide to working with the Schema Builder.
Terms to know
Schemas
Schemas define a layout for data. That layout instructs what kind of data can be saved to a record and also how it should be displayed by a GUI. For example, a schema can be used to prepare a form where a person enters their personal details, or where you store information about a product.
Records
A record is a single entry with data, according to a schema. If the schema is a form where a person enters their data, the record stores the data of one person.
Relations
Relations between schemas allow you to connect records from different schemas. For example, you can create a schema for storing projects and another for storing employees. Then, you can use relations to connect employee records with project records.
An example use case for this is creating one relation to list project leaders (a person can only lead one project at a time) and another relation to store project stakeholders (a project leader can be involved in the workflows of many other projects).
