Developers
Set your API contextPick a region and space ID once. Every sample fills in your base URL.
Where do I find these?

In Coevera: open your space's API application and choose Show Access. It shows the space ID and the base URL, whose host starts with your region.

From the API: if you know the space ID, the discovery endpoint GET /api/discovery/spaces/{space_id} returns its region and base URLs, without credentials.

Only the region and space ID are kept, in this browser. Never paste a key or password here.

More in the quickstart

GraphQLRepositoriesinterfacePreview

entities.interfacePreview

Read interface preview records with the interfacePreview repository, and change them with the interface preview mutations. Same records as the REST InterfacePreviews entity.

Queries

Fields of entities { interfacePreview { … } }.

KindFieldReturns
QUERYgetById(entityId: ID!)
Returns the record with the given id, or null when there is none. Deleted records are returned as well.
InterfacePreviewEntity
QUERYgetByIds(entityIds: [ID!]!)
Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
[InterfacePreviewEntity!]!
QUERYgetAll(limit: Int, offset: Int, filter: InterfacePreviewFilterInput, orderBy: [InterfacePreviewOrderByInput!], includeDeleted: Boolean)
Returns the records that match the filter, paged with limit and offset.
[InterfacePreviewEntity!]!
QUERYgetByCriteria(filter: InterfacePreviewFilterInput, orderBy: [InterfacePreviewOrderByInput!], includeDeleted: Boolean)
Returns the records that match the filter as a cursor-paginated connection.
[InterfacePreviewEntity!]!
QUERYgetPublished(limit: Int, offset: Int, filter: InterfacePreviewFilterInput, orderBy: [InterfacePreviewOrderByInput!], includeDeleted: Boolean)
Returns the published records that match the filter, paged with limit and offset.
[InterfacePreviewEntity!]!
QUERYgetDrafts(filter: InterfacePreviewFilterInput, orderBy: [InterfacePreviewOrderByInput!])
Returns the records that match the filter, with pending unpublished changes applied where a draft exists.
[InterfacePreviewEntity!]!
QUERYgetDraftById(entityId: ID!)
Returns the record with the given id, with its pending unpublished changes applied when a draft exists.
InterfacePreviewEntity!

Types

The types this repository uses, each with its fields and their descriptions. Types several repositories share, such as PageInfo and the filter fields, are in the types index.

InterfacePreviewEntity object 38 fields: isDeleteProtected, hasDraft, id, …

Layout of how records of an entity type are previewed in the app: preview and card fields, detail tabs, widgets and charts.

FieldTypeDescription
isDeleteProtectedBoolean!True when the record is protected against deletion because it must always exist in the space. Deleting a record that is not protected can still fail on other checks. Read-only.
hasDraftBooleanTrue when the record has unpublished draft changes, including pending translation changes, that can be published.
idID!Unique identifier of entity.
isDeletedBooleanSpecifies if the entity is considered deleted.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
accountTypeAccountTypeEntityAccount type the interface preview applies to.
appointmentTypeAppointmentTypeEntityAppointment type the interface preview applies to.
contactTypeContactTypeEntityContact type the interface preview applies to.
customEntityTypeCustomEntityTypeEntityCustom entity type the interface preview applies to.
leadTypeLeadTypeEntityLead type the interface preview applies to.
opptyTypeOpportunityTypeEntityOpportunity type the interface preview applies to.
productTypeProductTypeEntityProduct type the interface preview applies to.
projectTypeProjectTypeEntityProject type the interface preview applies to.
quoteTypeQuoteTypeEntityQuote type the interface preview applies to.
taskTypeTaskTypeEntityTask type the interface preview applies to.
accountTypeIdIDId of the account type the interface preview applies to.
appointmentTypeIdIDId of the appointment type the interface preview applies to.
cardFieldIds[UUID!]!Ordered ids of fields shown on the record's compact card view.
charts[InterfacePreviewChart!]!Chart configurations shown in the preview, each linked to a related entity (e.g. recent activities, related contacts, comments).
contactTypeIdIDId of the contact type the interface preview applies to.
customEntityTypeIdIDId of the custom entity type the interface preview applies to.
detailTabs[InterfaceDetailTab!]!Tab configurations shown on the record's detail screen (Detail tab plus related-entity and lookup tabs).
detailWidgets[InterfaceDetailWidget!]!Widget configurations shown on the record's detail screen sidebar (e.g. Status, KPIs).
fieldIds[UUID!]!Ordered ids of fields shown in the record's preview pane.
leadTypeIdIDId of the lead type the interface preview applies to.
opptyTypeIdIDId of the opportunity type.
productTypeIdIDId of the product type the interface preview applies to.
projectTypeIdIDId of the project type the interface preview applies to.
quoteTypeIdIDId of the quote type the interface preview applies to.
settingsInterfacePreviewCustomSettings!Layout-customization settings for the preview (e.g. isLayoutCustomizationEnabled). This payload conforms to the InterfacePreviewCustomSettings JSON Schema: GET /api/v100/rest/schemas/InterfacePreviewCustomSettings.json on your region's API host
taskTypeIdIDId of the task type the interface preview applies to.
isPublishedBooleanTrue when the interface preview is published; false while it exists only as an unpublished draft.
revisionIntRevision when entity was lastly changed.
entityTypeIdUUID!Id of the type the interface preview is configured for, derived from whichever of the per-entity-type relations is set.
entityApiNameStringFor custom entities, the API name of the targeted custom entity. Empty when the preview targets a built-in entity (use entityType to identify it).
entityTypeBaseEntityTypeEnum!Entity kind the interface preview applies to (Account, Lead, Opportunity, Contact, Task, Appointment, Project, Quote, CustomEntity, or Product). Derived from whichever of the per-entity-type relations is set.
instancePermissions[EntityPermsEnum!]! (1 args)Permissions the current user has on this record, out of the requested ones.
InterfacePreviewFilterInput input AND, OR, NOT, globalSearchQuery, one condition per field

Filter conditions for InterfacePreview records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.

Input fieldTypeDescription
OR[InterfacePreviewFilterInput!]Matches records that meet at least one of the listed filters.
AND[InterfacePreviewFilterInput!]Matches records that meet all of the listed filters.
NOTInterfacePreviewFilterInputMatches records that do not meet this filter.
globalSearchQueryStringSearch term matched against the fields that the global search covers for this entity.
idEntityFilterStringFieldUnique identifier of entity.
isDeletedBooleanSpecifies if the entity is considered deleted.
modifiedEntityFilterDateTimeFieldLast modification time.
createdEntityFilterDateTimeFieldCreation time.
accountTypeIdEntityFilterStringFieldId of the account type the interface preview applies to.
appointmentTypeIdEntityFilterStringFieldId of the appointment type the interface preview applies to.
contactTypeIdEntityFilterStringFieldId of the contact type the interface preview applies to.
customEntityTypeIdEntityFilterStringFieldId of the custom entity type the interface preview applies to.
leadTypeIdEntityFilterStringFieldId of the lead type the interface preview applies to.
opptyTypeIdEntityFilterStringFieldId of the opportunity type.
productTypeIdEntityFilterStringFieldId of the product type the interface preview applies to.
projectTypeIdEntityFilterStringFieldId of the project type the interface preview applies to.
quoteTypeIdEntityFilterStringFieldId of the quote type the interface preview applies to.
taskTypeIdEntityFilterStringFieldId of the task type the interface preview applies to.
isPublishedBooleanTrue when the interface preview is published; false while it exists only as an unpublished draft.
revisionEntityFilterNumberFieldRevision when entity was lastly changed.
entityTypeIdUUIDId of the type the interface preview is configured for, derived from whichever of the per-entity-type relations is set.
entityApiNameStringFor custom entities, the API name of the targeted custom entity. Empty when the preview targets a built-in entity (use entityType to identify it).
entityTypeBaseEntityTypeEnumEntity kind the interface preview applies to (Account, Lead, Opportunity, Contact, Task, Appointment, Project, Quote, CustomEntity, or Product). Derived from whichever of the per-entity-type relations is set.
accountTypeAccountTypeFilterInputAccount type the interface preview applies to. Matches records where a related record meets these conditions.
appointmentTypeAppointmentTypeFilterInputAppointment type the interface preview applies to. Matches records where a related record meets these conditions.
contactTypeContactTypeFilterInputContact type the interface preview applies to. Matches records where a related record meets these conditions.
customEntityTypeCustomEntityTypeFilterInputCustom entity type the interface preview applies to. Matches records where a related record meets these conditions.
leadTypeLeadTypeFilterInputLead type the interface preview applies to. Matches records where a related record meets these conditions.
opptyTypeOpportunityTypeFilterInputOpportunity type the interface preview applies to. Matches records where a related record meets these conditions.
productTypeProductTypeFilterInputProduct type the interface preview applies to. Matches records where a related record meets these conditions.
projectTypeProjectTypeFilterInputProject type the interface preview applies to. Matches records where a related record meets these conditions.
quoteTypeQuoteTypeFilterInputQuote type the interface preview applies to. Matches records where a related record meets these conditions.
taskTypeTaskTypeFilterInputTask type the interface preview applies to. Matches records where a related record meets these conditions.
InterfacePreviewOrderByInput input Asc or Desc per field

Sorting of InterfacePreview records. Set exactly one field in each item; list several items to sort by more fields, in order of priority.

Input fieldTypeDescription
idOrderByEnumUnique identifier of entity.
isDeletedOrderByEnumSpecifies if the entity is considered deleted.
modifiedOrderByEnumLast modification time.
createdOrderByEnumCreation time.
accountType[AccountTypeOrderByNestedInput!]Account type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
appointmentType[AppointmentTypeOrderByNestedInput!]Appointment type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
contactType[ContactTypeOrderByNestedInput!]Contact type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
customEntityType[CustomEntityTypeOrderByNestedInput!]Custom entity type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
leadType[LeadTypeOrderByNestedInput!]Lead type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
opptyType[OpportunityTypeOrderByNestedInput!]Opportunity type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
productType[ProductTypeOrderByNestedInput!]Product type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
projectType[ProjectTypeOrderByNestedInput!]Project type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
quoteType[QuoteTypeOrderByNestedInput!]Quote type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
taskType[TaskTypeOrderByNestedInput!]Task type the interface preview applies to. Sorts by fields of the related record, listed in order of priority.
accountTypeIdOrderByEnumId of the account type the interface preview applies to.
appointmentTypeIdOrderByEnumId of the appointment type the interface preview applies to.
contactTypeIdOrderByEnumId of the contact type the interface preview applies to.
customEntityTypeIdOrderByEnumId of the custom entity type the interface preview applies to.
leadTypeIdOrderByEnumId of the lead type the interface preview applies to.
opptyTypeIdOrderByEnumId of the opportunity type.
productTypeIdOrderByEnumId of the product type the interface preview applies to.
projectTypeIdOrderByEnumId of the project type the interface preview applies to.
quoteTypeIdOrderByEnumId of the quote type the interface preview applies to.
taskTypeIdOrderByEnumId of the task type the interface preview applies to.
isPublishedOrderByEnumTrue when the interface preview is published; false while it exists only as an unpublished draft.
revisionOrderByEnumRevision when entity was lastly changed.
entityApiNameOrderByEnumFor custom entities, the API name of the targeted custom entity. Empty when the preview targets a built-in entity (use entityType to identify it).
AggregationOperator enum Count, Average, Sum, Min, Max, RunningCount, RunningSum

Aggregation function applied to a field's values across the records of a group.

ValueDescription
CountNumber of records.
AverageAverage of the field values.
SumTotal of the field values.
MinLowest field value.
MaxHighest field value.
RunningCountCumulative number of records, adding each group to the groups before it.
RunningSumCumulative total of the field values, adding each group to the groups before it.
ChartComparison object 7 fields: isEnabled, dateFieldId, period, …

Comparison series of a report chart, defined by a period, by years or by a history comparison date.

FieldTypeDescription
isEnabledBoolean!Whether the chart shows a comparison series.
dateFieldIdUUIDIdentifier of the date field used to define the comparison period.
periodPeriodOptionPeriod the comparison series covers.
yearComparisonChartYearComparisonYears the chart is compared with when it is grouped by a date or date-time field; required in that case, and period and dateFieldId are then not used.
relativeComparisonBoolean!When true, the comparison is shown relative to the current series (such as a difference or percentage) rather than as an independent series.
historyComparisonDateIdUUIDIdentifier of the history comparison date the chart compares against, for history-based reports.
seriesColorIntColor of the comparison series, given as an RGB color code encoded as an integer.
ChartYearComparison object period: YearComparisonPeriodEnum!, customYear: [Int!]

Years a report chart is compared with: the previous year or a list of years.

FieldTypeDescription
periodYearComparisonPeriodEnum!Which years the chart compares against: the previous year (YearPrevious) or an explicit list of years (Custom).
customYear[Int!]Explicit list of years to compare, used when the period is Custom.
GroupOption enum Daily, Weekly, Monthly, Quarterly, Yearly, FirstLetter, … (10 values)

How the values of a field are grouped into buckets in a report, chart or list.

ValueDescription
DailyDates are grouped by day.
WeeklyDates are grouped by week.
MonthlyDates are grouped by month.
QuarterlyDates are grouped by quarter.
YearlyDates are grouped by year.
FirstLetterText is grouped by its first letter.
CombinationsMulti-value fields are grouped by the exact combination of selected values.
ValuesMulti-value fields are grouped by each individual value, so a record appears under every value it has.
AutoIntervalsNumbers are grouped into equal-width intervals whose width is taken from the first entry of groupIntervals.
ManualIntervalsNumbers are grouped into the custom intervals listed in groupIntervals.
InterfaceDetailTab object kind: InterfaceDetailTabKind!, lookupFieldId: UUID, visible: Boolean!

Tab of a record's detail screen configured in an interface preview, and whether it is shown.

FieldTypeDescription
kindInterfaceDetailTabKind!Which tab of the record's detail screen this entry configures.
lookupFieldIdUUIDIdentifier of the lookup field whose records the tab lists. Set only for the Lookup and LookupRelated kinds, null for every other kind.
visibleBoolean!Whether the tab is shown on the detail screen.
InterfaceDetailTabKind enum Detail, Projects, Leads, Opportunities, Products, Accounts, … (19 values)

Tab of a record's detail screen that an interface layout entry configures.

ValueDescription
DetailForm with the record's own fields.
ProjectsProjects related to the record.
LeadsLeads related to the record.
OpportunitiesOpportunities related to the record.
ProductsProducts related to the record, such as opportunity or quote line items.
AccountsAccounts related to the record; on an account, its related accounts.
ContactsContacts related to the record.
RelationGraphGraph of relationships between the record and other accounts and contacts.
OrgChartOrganization chart of the contacts in the account.
BuyingCenterContacts involved in the buying decision of the lead or opportunity, with their roles.
ActivitiesTasks and appointments linked to the record.
FeedsFeed of activities, emails and updates related to the record.
DocumentsDocuments attached to the record.
NotesNotes written on the record.
LookupRecords selected in one of this record's lookup fields; lookupFieldId identifies the field.
LookupRelatedRecords of another entity whose lookup field points to this record; lookupFieldId identifies that field.
QuotesQuotes related to the record.
ProductPricingCustomer-specific product prices of the account.
AccountHierarchyParent and child account hierarchy of the account.
InterfaceDetailWidget object kind: InterfaceDetailWidgetKind!, visible: Boolean!

Side-panel widget of a record's detail screen configured in an interface preview, and whether it is shown.

FieldTypeDescription
kindInterfaceDetailWidgetKind!Which side-panel widget of the record's detail screen this entry configures.
visibleBoolean!Whether the widget is shown on the detail screen.
InterfaceDetailWidgetKind enum Status, EntityHealth, EntityScoring, Social, Processes, EmailSequences, … (18 values)

Side-panel widget of a record's detail screen that an interface layout entry configures.

ValueDescription
StatusCurrent status of the record.
EntityHealthHealth indicator of the account.
EntityScoringLead scoring result of the record.
SocialSocial network profiles of the account or contact.
ProcessesAutomation processes related to the record.
EmailSequencesEmail sequences the record is enrolled in.
HubspotData from the HubSpot integration for the record.
OwnerOwner of the record.
SharingUsers and sales units the record is shared with.
FitnessFitness indicators that flag issues with the lead or opportunity.
TagsTags assigned to the record.
StepChecklistChecklist of the record's current pipeline step.
RevenueScheduleRevenue schedule of the opportunity.
ApprovalApproval status of the record.
DuplicateCheckerPossible duplicates of the record.
StaticProfilesStatic lists the record is included in.
AiSummaryAI-generated summary of the record.
ZoominfoCompany or contact data from the ZoomInfo integration.
InterfacePreviewChart object 6 fields: id, name, description, …

Chart or list shown in a record's preview pane, built from records of a related entity.

FieldTypeDescription
idUUID!Identifier of the chart inside the preview configuration.
nameStringChart name shown as its heading in the preview pane.
descriptionStringLonger explanation of what the chart shows.
entityTypeEntityNameEnum!Related entity the chart reads its records from, e.g. Activity or Contact.
settingsInterfacePreviewSettingsChart configuration: either a report chart definition or a sorted-list definition.
filterProfileFilterTabFilter narrowing the records the chart shows.
InterfacePreviewCustomSettings object isLayoutCustomizationEnabled: Boolean!

Customization settings of an interface preview, such as whether users may change its layout.

FieldTypeDescription
isLayoutCustomizationEnabledBoolean!When true, users may customize the layout of this interface preview.
InterfacePreviewSettings union ReportChart | ListChart

Configuration of a preview pane chart: a report chart definition or a sorted list definition.

ListChart object sortBy: ID!, sortOrder: SortOrder!

Preview pane chart that lists a record's related records sorted by a field.

FieldTypeDescription
sortByID!Identifier of the field the list is sorted by.
sortOrderSortOrder!Sort direction applied to sortBy: Asc or Desc.
ProfileFilterTab object 6 fields: isEnabled, filterMainBox, filterSiblingBoxes, …

Filter made of a main box on the record type and boxes on related records, combined with And, Or or a custom formula.

FieldTypeDescription
isEnabledBoolean!Whether the filter is applied. When false, the filter conditions are ignored.
filterMainBoxMainFilterBox!Primary group of filter conditions evaluated on the main record type.
filterSiblingBoxes[FilterBox!]!Additional groups of filter conditions evaluated on related record types.
isCustomBoolean!True when the conditions are combined with a custom formula rather than a simple And/Or across all conditions.
operatorFilterGroupOperator!How the conditions are combined: And applies all conditions, Or applies any, Custom evaluates the expression in the formula.
formulaStringBoolean expression combining the numbered conditions (for example "1 AND (2 OR 3)"). Used when the operator is Custom.
ReportChart object 25 fields: isEnabled, type, fieldId, …

Chart of a report, such as a column, line, pie, scorecard or Sankey chart, with its fields, grouping, segmentation and comparison.

FieldTypeDescription
isEnabledBoolean!Whether a chart is shown for this report tab.
typeReportChartType!Visual type of the chart, such as Scorecard, Pie, Line, Column, Bar, Bubble, ScatterPlot or Sankey.
fieldIdUUIDIdentifier of the field whose values are plotted; left empty when the chart counts records.
boxIdUUIDIdentifier of the report box that the plotted field belongs to.
operatorAggregationOperator!How the plotted field's values are aggregated, such as Count, Sum, Average, Min or Max.
groupFieldIdUUIDIdentifier of the field used to group values along the chart's main axis.
groupBoxIdUUIDIdentifier of the report box that the grouping field belongs to.
groupOptionGroupOptionHow the grouping field's values are grouped, for example by month or by interval.
segmentFieldIdUUIDIdentifier of the field used to split each group into separate series or segments.
segmentBoxIdUUIDIdentifier of the report box that the segment field belongs to.
segmentFieldEnabledBooleanFor bubble chart and scatter plot only
segmentOptionGroupOptionHow the segment field's values are grouped, for example by month or by interval.
showAverageBooleanWhether an average line is drawn on the chart.
showNotAvailableValuesBooleanWhether records with no value for the grouping or plotted field are shown as a not-available category.
comparisonChartComparisonComparison series shown alongside the main series, such as a previous period or previous year.
sortValuesSortOrderOrders the slices of a single-series pie chart by value, ascending or descending; when not set, the slices keep the grouping order.
showNegativeValuesBoolean!Whether negative values are displayed on the chart.
heightIntHeight of the chart in pixels.
showPercentageValuesBoolean!Whether values are labelled as percentages of the total.
showNumbersBoolean!Whether numeric value labels are shown on the chart.
historyComparisonDateIds[UUID]Identifiers of the history comparison dates the chart plots, for history-based reports.
groupByHistoryBooleanWhether the chart groups values by history comparison date rather than by a regular field.
sankeyReportSankeyChartFlow definition used when the chart type is Sankey, describing the start and end grouping of records.
showAllDataLabelsBoolean!Whether a data label is shown for every data point rather than only selected ones.
seriesColorIntColor of the main series, given as an RGB color code encoded as an integer.
ReportChartType enum Scorecard, Pie, Line, MultiLine, Column, StackedColumn, … (12 values)

Visual type of a report chart.

ValueDescription
ScorecardSingle aggregated number.
PiePie chart of each group's share of the total.
LineSingle line across the grouping field.
MultiLineOne line per segment across the grouping field.
ColumnVertical bars, one per group.
StackedColumnVertical bars with segments stacked on top of each other.
MultiColumnVertical bars for each segment placed side by side.
BarHorizontal bars, one per group.
StackedBarHorizontal bars with segments stacked end to end.
BubblePoints plotted by two values, with a third value setting the bubble size.
ScatterPlotPoints plotted by two values.
SankeyFlow diagram showing how records move between groups.
ReportSankeyChart object 8 fields: startDate, startGroupBoxId, startGroupFieldId, …

Settings of a Sankey chart that shows how records move between groups from a start date to an end date.

FieldTypeDescription
startDateUUIDIdentifier of the history comparison date that defines the starting point of the flow.
startGroupBoxIdUUIDIdentifier of the report box providing the field that records are grouped by at the start of the flow.
startGroupFieldIdUUID!Identifier of the field that records are grouped by at the start of the flow.
startGroupOptionGroupOptionHow the starting field's values are grouped, for example by month or by interval.
endDateUUIDIdentifier of the history comparison date that defines the end point of the flow.
endGroupBoxIdUUIDIdentifier of the report box providing the field that records are grouped by at the end of the flow.
endGroupFieldIdUUID!Identifier of the field that records are grouped by at the end of the flow.
endGroupOptionGroupOptionHow the ending field's values are grouped, for example by month or by interval.
YearComparisonPeriodEnum enum YearPrevious, Custom

Years a chart's values are compared against.

ValueDescription
YearPreviousThe previous year.
CustomThe explicit list of years set on the chart.