What is the Graph module?
The Graph module is a module that embeds a Graph view on an Account, so reviewers can see the Accounts connected to the one under review without leaving it. It surfaces Accounts that share properties with the one under review, such as a shared email address.
The Graph module is a contextual snapshot: it shows the direct connections returned by the Query Template you configure, scoped to the Account being viewed. Graph Explorer is the full investigation environment, and you can open a module’s snapshot there by clicking the View in Explorer icon to see the complete multi-hop graph. To learn more about Graph, see Graph overview and the Graph glossary.
How do you add a Graph module?
This module is added and arranged on the Layout page. For a general overview of how the Layout page works, see Accounts: Layout Module.
- From the left navigation menu, select Accounts > Types.
- Find and click on the Account Type you want to edit, or click + Create Type to create a new one.
- The Layout Editor opens with the Component Library in the right panel. Click an empty space to view the Component Library.
- In the right toolbar, search for ‘Graph.’
- Drag and drop the Graph module into your layout and reposition it by dragging it around.
- Click on the Graph module to configure it:
- Under Settings, you can select Query Templates, add one or more saved Graph Query Templates. Each template you add becomes a selectable option in a dropdown at the top right of the module. Removing a template here removes it from that dropdown.
- Under Module Layout, configure Dynamic height and Visibility. You can read more about Visibility Configuration here.
- Click the “Delete” button if you want to remove the component from the layout.
Plans Explained
Accounts Graph module by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Accounts Graph module | Not Available | Not Available | Available | Available |