Glossary
Find the meaning of a Beezr term, then follow its link to the related guide. Arabic definitions are drafts and remain pending review.
Account settings
The area that holds company profile, plan usage and the hub of account-level tools (users, API keys, data sources, mail, look and feel, recycle bin, integration hub, deployer). Page title "My Company".
Related guide ↗Action
A button on the record page header that runs a workflow, opens a form, page or link, with optional conditions and roles. You configure the related app design in Designer.
Related guide ↗Adhoc
A workflow trigger: "Started by a button or by another workflow". You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗AI agent
A workflow step that asks an LLM a question and returns text, yes/no, a number or structured JSON. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗API key
A secret that lets another system read and write Beezr data; each system gets its own key; can be paused. Sent in the api-key header for webhook workflows.
Related guide ↗App space
The user-facing side of Beezr where people open applications. The top bar's App link opens it in a new tab.
Related guide ↗Application
A named menu of modules (grouped into sections) that people open in App space. One app is the default.
Related guide ↗Approval task
A workflow step that pauses the run until someone approves or rejects. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗ASN
Autonomous system number; one of the location filters in a geo policy. Account settings contains the related administration tools.
Related guide ↗Auto-fix (data quality)
A script attached to a quality rule that corrects violations automatically. The workspace keeps the connection settings in Designer.
Related guide ↗Barcode field
A field shown as a barcode (Code128, QR, EAN-13 and others); modules can also enable printable barcode sheets. You configure the related app design in Designer.
Related guide ↗Beezl
The expression/scripting engine behind Smart Script; seen in "Beezl expression", "Beezl script". You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗BeezrIQ
The analytics add-on: forecasts, trends, correlations, regressions, root causes, what-if and association rules on module data. You configure the related app design in Designer.
Related guide ↗Beezr Notifications
The built-in sender for the Send email step. It sends from the Beezr address.
Related guide ↗Beezr Shield
Beezr’s encryption, single sign-on, multi-factor sign-in and geo fencing features.
Related guide ↗Block (form)
A titled group of fields and components inside a form; has 1 or 2 columns and optional show/lock rules. You configure the related app design in Designer.
Related guide ↗Block rules
Conditions that show a form block or make it read-only. You configure the related app design in Designer.
Related guide ↗Buzz
Beezr's AI assistant. "Build with Buzz" opens a chat in the Designer; Buzz also suggests BeezrIQ insights and can update a dashboard page. Gated by feature BUZZ_AGENT_DESIGNER.
Related guide ↗Callback URL
Where a webhook workflow posts its result (PID, status, duration, error). You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Changeset
A named diff between sandbox and production that can be reviewed, promoted and rolled back. Account settings contains the related administration tools.
Related guide ↗Check (workflow)
The validation panel that lists problems before a workflow is saved. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Click event name
An identifier a Button component fires for other components; use letters, digits and underscores. You configure the related app design in Designer.
Related guide ↗Component (form)
A non-field block item: Table, Button, Layout, Text, Tab view, Custom HTML. You configure the related app design in Designer.
Related guide ↗Connection (Integration hub)
A saved sign-in to an external app, chosen in the Integration step. The workspace keeps the connection settings in Designer.
Related guide ↗Custom function
A workflow step that runs a Smart Script. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Dashboard
The first screen of an app: sections of blocks (Metric, Report, Custom HTML). Managed in Dashboards. Also called a page.
Related guide ↗Data in and out
The Trigger step's list of input values a workflow receives and output values it returns. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Data quality rule
A validation on a field: FORMAT, REGEX, COMPLETENESS, UNIQUENESS, VALUE_RANGE, REFERENTIAL, SCRIPT or WORKFLOW, with a severity. The workspace keeps the connection settings in Designer.
Related guide ↗Data source
A connection to an external database (MariaDB, PostgreSQL, MySQL, SQL Server, Oracle) or a file store (AWS S3, Azure Blob, S3 compatible). The workspace keeps the connection settings in Designer.
Related guide ↗Data view
One way to browse a module's records in the app: Table, Kanban, Schedule, Spreadsheet, Cards or List. You configure the related app design in Designer.
Related guide ↗Default app
The app that opens first when people sign in; choose the app that opens first. You configure the related app design in Designer.
Related guide ↗Default value
A value applied when a record is created; plain text or Smart Script. You configure the related app design in Designer.
Related guide ↗Designer
The builder app (this document). Opposite of App space.
Related guide ↗Display field
The field of a related module shown wherever a relation appears (for example the customer's name). You configure the related app design in Designer.
Related guide ↗Document generation
Templates (Word, Excel, PDF document) that workflows fill with record data. You configure the related app design in Designer.
Related guide ↗Doc Gen step
The workflow step labelled "Smart document". You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Dynamic form
A form opened by a Button action. You configure the related app design in Designer.
Related guide ↗Encryption key
A key (Base64, PEM or hex, 32+ chars) stored in the vault and used to encrypt field values. Account settings contains the related administration tools.
Related guide ↗Escalation
SLA breach actions: Escalation Email and Auto-Update Fields. You configure the related app design in Designer.
Related guide ↗Facts (smart view)
The header fields shown on the record page (module fields marked "In header"). You configure the related app design in Designer.
Related guide ↗Feature flag
Per-workspace switch that shows add-ons: DATA_TOOLS, INTEGRATION_HUB, BEEZR_IQ, BUZZ_AGENT_DESIGNER, WEB_AGENT. Account settings contains the related administration tools.
Related guide ↗Field
A column of a module with a type, label and system name. You configure the related app design in Designer.
Related guide ↗Field message
Helper text on a form field, shown below it or as a placeholder. You configure the related app design in Designer.
Related guide ↗Field rule (form)
An action (Read only, Editable, Visible, Invisible) applied to a field when a condition holds. You configure the related app design in Designer.
Related guide ↗File store
A storage target for uploads (usage Media, Files, Exports, Temp). The workspace keeps the connection settings in Designer.
Related guide ↗Form
The set of blocks and components people fill in for a module. Internal (signed-in users) or Public (anyone with the link).
Related guide ↗Form parameters
Prefill values for form fields set from Smart Scripts. You configure the related app design in Designer.
Related guide ↗FreeMarker
The template language used by Custom pages. Designer builds applications that people use in App space.
Related guide ↗FunctionManager
The Smart Script helper library. Use its function signatures to read data, format values and run record actions.
Related guide ↗Geo fencing
Sign-in policies by location, IP range or ASN, with an effect Allow, Deny or Challenge, in Enforce or Monitor mode. Account settings contains the related administration tools.
Related guide ↗Group (smart view)
A set of buttons side by side, or a named menu that opens a list of actions. You configure the related app design in Designer.
Related guide ↗Group (menu)
A section of an app's side menu holding modules. You configure the related app design in Designer.
Related guide ↗Insight
A BeezrIQ analysis of module data. You configure the related app design in Designer.
Related guide ↗Insight field
A Smart field built from a wizard: Progress, Age, Due or Compare. You configure the related app design in Designer.
Related guide ↗Integration hub
The catalog of connectable apps and the list of your connections. The workspace keeps the connection settings in Designer.
Related guide ↗Integration step
A workflow step that runs an action of a hub connection. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Island
The top-bar pill that shows the module and its five surfaces (Fields, Forms, Dataviews, Smart views, Automation). Designer builds applications that people use in App space.
Related guide ↗Join
In the workflow designer, one shared step reached from several paths. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Jump to anything
Ctrl/Cmd+K search across pages, module surfaces and modules. Designer builds applications that people use in App space.
Related guide ↗Key field
The module’s identifying field. Choose its type when you create the module.
Related guide ↗Kanban
A data view of cards in columns grouped by a lookup field. You configure the related app design in Designer.
Related guide ↗Label
A translatable text (English and Arabic) stored under a key and used for names people see. You configure the related app design in Designer.
Related guide ↗Label key
The unique identifier of a translatable label. The code accepts lowercase English letters, digits, underscores and dots.
Related guide ↗Landing app
The app a permission profile opens first after sign-in. Account settings contains the related administration tools.
Related guide ↗List (workflow)
A named set of records made by Load data and used by Loops and scripts. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Load data
Workflow step that loads records into a named list. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Lookup
A reusable list of values used by Lookup and Multi Select Lookup fields; also used for Kanban columns, SLA states and colours. You configure the related app design in Designer.
Related guide ↗Loop
Workflow step repeating inner steps per list item or a set number of times. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗MFA
Multi-factor authentication; currently an emailed one-time code. Account settings contains the related administration tools.
Related guide ↗Module
A collection of business records with fields, forms, views and automation. Choose its name and table name when you create it.
Related guide ↗Needs Arabic
Labels filter: labels with no Arabic text or Arabic equal to English. You configure the related app design in Designer.
Related guide ↗Org chart
The role hierarchy; drives "Team records" visibility. Account settings contains the related administration tools.
Related guide ↗Permission profile
Defines which apps a role can open, which modules and what actions, field access and record rules. Account settings contains the related administration tools.
Related guide ↗PID
Process ID of a workflow run, shown in the run debugger. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗POST / PRE
Workflow timing after (POST) or before (PRE) a record operation. PRE can stop the operation; POST never makes the save wait.
Related guide ↗Public form
A form anyone with the link can submit; customizable header, branding, background and footer; shareable by link or QR code. You configure the related app design in Designer.
Related guide ↗Record
One row of a module. People use it while working in App space.
Related guide ↗Record header
The top area of the record page; fields with "Show in the record header" appear there. You configure the related app design in Designer.
Related guide ↗Record manager
Workflow step to create, update or delete records (one or many). You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Recycle bin
Where deleted items can be restored from. Account settings contains the related administration tools.
Related guide ↗Relation
A link between modules. Stored on the module that holds the key (the "master" in the code), pointing to a target (the "detail"); types One to One and One to Many.
Related guide ↗Role
A group of users sharing one permission profile. Account settings contains the related administration tools.
Related guide ↗Rule Book
Smart Script rules on a form that run before save and can warn or block. You configure the related app design in Designer.
Related guide ↗Run (workflow)
One execution of a workflow, logged with steps and timings. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Run debugger
The run history view in Automation (Steps and Details tabs, Why runs fail). You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Sandbox
A copy of the workspace for safe changes, promoted to production through a changeset. Account settings contains the related administration tools.
Related guide ↗Saved list
A named filter people pick on the Table view (for example "My open orders"). You configure the related app design in Designer.
Related guide ↗Schedule (data view)
A calendar view of records by date. You configure the related app design in Designer.
Related guide ↗Schedule (workflow)
Optional cron run on top of the trigger. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Section (dashboard)
A row of a dashboard with a layout (Full, Halves, Thirds, Quarters, Wide · narrow, Narrow · wide). You configure the related app design in Designer.
Related guide ↗Smart field
A field computed by a Smart Script. You configure the related app design in Designer.
Related guide ↗Smart Script
Beezr's scripting language (engine name Beezl) used in fields, rules, filters, workflow values and dashboards. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Smart view
The designed record page of a module: header, facts, actions, related tabs. You configure the related app design in Designer.
Related guide ↗SLA rule
A response-time target per lookup state of a field, with alerts and escalations. You configure the related app design in Designer.
Related guide ↗SSO
Single sign-on through Microsoft Entra ID, Google Workspace, Okta or any OpenID provider. Account settings contains the related administration tools.
Related guide ↗Starter recipes
The four first-step suggestions on an empty workflow. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Step
One node in a workflow. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Surface
One of the module island's five pages. Designer builds applications that people use in App space.
Related guide ↗Team records
Permission option adding records created by people under the user in the org chart. Account settings contains the related administration tools.
Related guide ↗Template (application)
A ready-made app installed from the Templates center. You configure the related app design in Designer.
Related guide ↗Template (document)
A Word, Excel or PDF layout with placeholders (${field}, ${list.field}). You configure the related app design in Designer.
Related guide ↗Tenant
A customer workspace; the workspace name is the company name. Account settings contains the related administration tools.
Related guide ↗Trigger
What starts a workflow: record created/updated/created or updated/deleted, Adhoc, or webhook. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Unpublish
Turn off a form's public link. You configure the related app design in Designer.
Related guide ↗User field
A field that picks a Beezr user. You configure the related app design in Designer.
Related guide ↗Virtual field
A field computed at display time and not stored. You configure the related app design in Designer.
Related guide ↗Wait step
Pause for seconds, minutes or hours. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Web agent
A workflow step that automates a website in a browser (open page, sign in, type, click, wait, screenshot, download). You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Webhook
A workflow trigger by which another system calls a URL. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗White labeling
Branded login page on {subdomain}.app.beezr.io. Account settings contains the related administration tools.
Related guide ↗Workflow
An automation: trigger plus steps, run per module; also called "flow" on the home page. You configure workflows in Designer and inspect their runs in Automation.
Related guide ↗Workspace
The company's Beezr environment (name shown in the top bar). Account settings contains the related administration tools.
Related guide ↗Task inbox
The App space page for tasks assigned to you or your team. It includes task decisions and assignment actions.
Related guide ↗Claim task
Take responsibility for an unclaimed task. The inbox updates its assignment.
Related guide ↗Release task
Make a claimed task available to be claimed again. Use it from the task inbox.
Related guide ↗Reassign task
Change the person assigned to a task. The task inbox provides the reassignment action.
Related guide ↗Report
A configured table, chart or custom layout of module data. Open it from the reports library.
Related guide ↗Report library
The App space list of reports you can open. Reports provide filters and export actions.
Related guide ↗Report filter
A condition that selects the data shown by a report. Date filters can change its period.
Related guide ↗Record history
The record page’s timeline of task and approval events.
Related guide ↗Record note
Text added to the Notes tab of a record page. It stays with the record.
Related guide ↗Attachment
A file stored with a record in its Attachments tab. It is distinct from a dedicated Content field.
Related guide ↗Import
Load records from CSV, XLSX or XLS with column mapping. The import template is a CSV file.
Related guide ↗Export
Send record data to your email as a file.
Related guide ↗App switcher
The menu that opens another application available to you. It marks the active application.
Related guide ↗Notification
An in-app message that can link to its related record. Open notifications from the bell in App space.
Related guide ↗Breadcrumb
Navigation links at the top of the page. Record pages keep a trail of visited records.
Related guide ↗Profile
Your own account settings, including language, password and email. Open it from the avatar menu.
Related guide ↗Process insights
The App space page for workflow timing and task analysis. The task inbox links to it.
Related guide ↗What's next
Last checked