Diagrams

Section: Integrations & AI
URL: /admin/diagramy
Page title: (2) Diagrame

Overview

Diagrams module — flowcharts, org charts, and process diagrams attached to records.

Business value

Diagrams module — flowcharts, org charts, process diagrams — attached to records or shared as standalone artefacts. Visual documentation without leaving the platform.

• Who uses it: Operations, PMO, product, training
• Key benefit: Faster knowledge-transfer than paragraphs of text.

Typical use cases:

• Process flow attached to an SOP
• Org chart for a new hire

At a glance

Accessing this module

From the admin sidebar, navigate to Diagrams, or open the URL directly:

/admin/diagramy

List view

The list view shows existing diagrams records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Diagrams from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/diagramy