Additional Persona productsGraph

Graph Query Templates

A graph query template is, conceptually, a “saved” version of a graph query that you can easily reuse and run again.

A query template can be run automatically (for example, with a workflow) or ad-hoc, and with different parameters.

Getting started

In the Graph Explorer UI, the query editor lets you “Save” a graph query as a query template, or “Load” an existing query template to use.

You can also find query templates on the graph templates page in the dashboard.

Using query templates across Persona

You can use graph query templates across many Persona products:

  • Accounts page: Graph card

    • Analyze the entities the given Account has relationships with to determine its risk
    • Compare against historical snapshots to see how the relationships have changed

  • Cases page: Graph module

    • Analyze the entities the given Case object has relationships with to determine its risk
    • Compare against historical snapshots to see how the relationships have changed

  • API calls

    • Run a graph query via an API call. Just provide a query template ID.

  • Workflows conditionals

    • Create automated rules and decisioning based on graph data within any branch of your workflows