A
Action: Actions on a transition allow administrators to add an automated process to an object as it moves through its workflow states.
C
Condition: A set of requirements must be met before an object is moved to a state and an action is performed. Conditions are created on triggers in an object type’s workflow.
O
Object: An object is a system record (e.g., a building, North Warehouse).
Object Type: An object type is a category that organizes objects in the system (e.g., Buildings is an object type and an individual building, North Warehouse, is an object).
Object Type Group: Groups multiple object types together, creating relationships within the system.
P
Project: A Project is a system table that contains information about each Project processed in the Application, including the Project's name, the date started, the date ended, and more.
R
Relationship: A relationship creates connections between two or more object types for the purpose of data reporting and tracking.
Role: Control the data users can create, edit, delete, view, or manage on object types. When users are added to a role, they’re bound by configured permissions – including global, explicit, or inferred permissions.
S
State: The various stages of the data collection process (e.g. Create, Triage, Review, Investigate, Close) are saved to a workflow.
T
Transition: A workflow element that defines the state an object will move to once a trigger has been clicked on a form.
Trigger: Settings that allow administrators to control the flow of data and define what data is displayed, where it’s displayed, and to whom it’s displayed through applications, activities, search results, reports, and assignments.
U
User Group: A collection of Core users saved to a group (e.g., Employees or Managers) for the purposes of quickly adding those users to roles.
V
Valuation: The process of determining property replacement costs.
W
Workflow: The settings that allow administrators to control the data flow, as well as define what data is displayed, where it’s displayed, and to whom it’s displayed through applications, activities, search results, data visualizations, and assignments. Workflows comprise states, triggers, transitions, conditions, and actions.
Workflow State: The various stages of the data collection process (e.g., Create, Triage, Review, Investigate, Close). Users can create multiple states but must have at least two states to save an object. The Creation, Draft, Active, and Archived states are automatically created on every object type.