Cortex Units: records, fields and relations

A Cortex Unit is a table you design for anything in your business: clients, deals, contracts, visits. Each row is a record, each column is a field, and you link units to each other with relations. This page is a map of everything about units and fields.

How it works

Think of Corteksa as linked tables that you build to fit your company:

Start here

Create a unit → get to know its built-in fields → add your own fields → link it to other units → view your data.

Managing units

• Activating, deactivating and reordering a unit
• Folders
• Duplicating a unit or a whole folder
• Installing from a ready-made template
• Making a unit public for public forms

Fields and their settings

• The full list of field types (35 types)
• Required and conditionally required fields
• Unique fields
• Fixed and smart default values
• Conditional show and hide
• Field groups
• Status transition rules
• Showing dates in Hijri
• Shared fields and copying fields
• Who can edit a field: locked fields and API-only fields
• The workspace’s shared tags

One guide for each field type

Basic: Text, Long Text, Number, Currency, True/False, Rating, Date, Date and Time, Start Date, Due Date, Select, Multi-select, Status, Priority, Tag, Email, Phone, WhatsApp Number, Link, Location, File, Photo, Relation.

Filled in by the system: Source, Session Name, Provider ID, Ad Campaign, Ad Set, Ad, Lead Form.

Smart fields

• An overview of smart fields
• The calculation field and the functions reference
• The rollup field
• The lookup field
• The serial number
• The smart catalog, line items and tax and matching rules

Preventing duplicates

• Deduplication control and how matching works
• The modes: Separate + Flag, Unify, Mirror, Comment

References

• Every limit and number
• Fixing unit and field problems

The Tasks unit exists in every workspace and can’t be deleted. See Add tasks to a record and follow them in My Tasks.

A real example