Skip to main content

Documentation

Using Data and Automation

The two products SynaptaGrid ships - what each one is for, the vocabulary, and which page you want next.

Two products, one account

Most of this documentation site is about building an app on the SynaptaGrid Platform. This section is different: it is about using the two products SynaptaGrid ships — Data and Automation — whether you are setting one up or integrating with it from your own code.

SynaptaGrid Data holds business records whose shape keeps changing. You define a record type once, and you get its storage, its REST API and its working screens together. When the shape changes later, you change the model rather than running a migration.

SynaptaGrid Automation runs the work that happens to those records. You draw a process, decide what triggers it, and let it stop for a human decision where a human decision belongs. Every run is recorded step by step.

They are sold separately and each works on its own. Together, a workflow can read and write the records Data holds — including reading a record fresh, mid-run, before it decides what to do next. If you are not using Data, Automation works against your own systems instead.

Which page do you want

If you are setting things up:

If you are integrating from your own code:

Vocabulary

The interface and this documentation use these words consistently. It is worth two minutes now.

TermWhat it means
Record typeA kind of thing you keep: an invoice, a claim, a supplier.
SchemaA named shape for a record type. A record type can have more than one.
SectionA group of fields inside a schema. Sections nest, and can repeat.
FieldOne typed value, with its rules and how it should be presented.
VersionA published snapshot of a schema. Records and running workflows pin to one.
DraftThe one editable copy of a schema that is not yet published.
WorkflowA process: steps connected by conditional links.
StepOne unit of work in a workflow — call a service, ask a person, or wait.
RunOne execution of a workflow against one subject.
BindingThe rule connecting a trigger to a workflow. It must be armed before it fires.
ActionSomething a step can do. Imported from a service's API description, or built in.

Two things that will save you time

Publishing is the boundary. A draft is yours to change freely. A published version is immutable, and anything already using it — records, in-flight runs, integrations reading the schema — keeps working against the version it started on. Nothing you do to a draft can disturb them.

Nothing is generated at deploy time. A record type gets its API and screens the moment you publish it. There is no code generation step, no redeploy, and no waiting for an engineer to expose the new thing.