Instances

At a glance

Instances are the concrete records of an entity type. If a Product entity type defines the structure (name, price, category), each individual product is an instance of that type.

The Instances tab, accessible from an entity's panel in the Modeler or the Navigator, lets you create, view, edit, and delete these records.

Before you begin

• You have access to an Ontologie workspace.
• At least one entity type (ObjectType) exists with defined properties.

Access instances

1. Open the Modeler or the Navigator.
2. Select an entity type in the canvas or list.
3. In the detail panel, click the Instances tab.

At the top of the tab, two counters indicate:

• Native: instances created manually or via API.
• Connectors (external): instances synchronized from an external source.

Create an instance

1. Click the New button at the top right of the Instances tab.
2. Fill in the dynamic form that reflects the entity type's properties:
   • Display title: human-readable name for the instance (optional).
   • External identifier: reference to a third-party system (optional).
   • Properties: fields defined in the type (text, number, date, etc.).
3. Validate to create the instance.

Example: for a Supplier type with properties company_name, country, and active, the form will present these three fields with their corresponding types and constraints.

View and filter

Text search

The search bar filters in real time by title, identifier, or property content.

Filters

Combine filters to refine the list:

Filter	Values
Status	All, Active, Archived
Source	All, Manual, API, Import, Webhook, Connector

Pagination and columns

• The list displays 25 instances per page with navigation.
• Data columns automatically adapt to the type's properties, or follow the saved view configuration.

Saved views

Save your column and filter combinations as views to return to them in one click. A default view can be defined for each entity type.

Edit an instance

1. Click a row in the list to open the detail panel.
2. Edit the desired fields (title, properties).
3. Click Save.

The system uses optimistic version control: if another user has modified the same instance in the meantime, a conflict will be flagged.

Delete and archive

Individual deletion

In the detail panel, click Delete at the bottom left.

Bulk operations

1. Check the instances to process in the list (left column).
2. The action bar at the bottom of the screen appears with the options:
   • Archive: sets the selected instances to Archived status.
   • Delete: permanently deletes the selected instances.

Note: instances from an external connector are read-only and cannot be edited, archived, or deleted from the interface.

Export to CSV

Click the Export button to download the instances in CSV format. The export uses server-side streaming and adapts columns to the type's properties.

Limitations and common errors

Situation	Explanation
Read-only instance	The instance comes from an external connector. Edit it in the source system.
Validation error	A property does not meet the defined constraints (type, min/max value, format).
Version conflict	Another user has modified the instance. Reload and try again.

Expected outcome

You create, view, filter, and manage instances of your entity types. Native instances are editable; connector instances are read-only. Saved views let you quickly return to your column and filter configurations.

Need help?

Contact us: Support and contact.