FAQ

Yes. Every document generated by CodeBlox document designer software is versioned and stored directly on the source record. Your team can view the full generation history, compare versions, regenerate with updated data, or download any historical version so your compliance, legal, and audit teams always have access to the exact document that was produced at any point in time.

Absolutely. CodeBlox document designer software supports scheduled generation with configurable frequency, recipient lists, and attachment delivery. Monthly invoices, quarterly reports, annual compliance statements, and any other recurring document type can be generated and delivered automatically without anyone on your team having to manually trigger the process.

CodeBlox document designer software supports full white-label branding including custom logos, color schemes, typography, headers, footers, and watermarks. You upload your fonts and brand assets once and every document generated from your templates reflects your brand identity precisely without any third-party watermarks or generic styling.

Yes. CodeBlox document designer software integrates natively with DocuSign, Adobe Sign, and HelloSign. Once a document is generated, your team can send it for signature in one click, track signature status from within the record, and store the signed version back in CodeBlox automatically so the entire sign and return workflow happens without leaving your platform.

Yes. CodeBlox document designer software supports full cross-Blox variable binding. Invoice line items, project tasks, expense entries, and any other related records can be pulled into your template as dynamic tables so the generated document reflects the complete picture of every record it is generated from without any manual data assembly.

Yes. CodeBlox Calendar View supports authenticated sharing and embedding so you can give customers, partners, and external stakeholders a scoped view of your calendar without exposing internal records or granting full workspace access. Every shared Calendar View respects the same role-based access controls that govern the rest of your platform.

Absolutely. CodeBlox Calendar View supports color-coding by any field in your Blox including status, owner, priority, category, and any custom field your workspace uses. Color-coded events make it immediately clear what type of work is scheduled, who owns it, and what its current state is without clicking into each individual event.

Yes. CodeBlox Calendar View supports drag and drop rescheduling directly on the calendar surface. When a team member moves an event, the underlying record updates immediately and all connected workflows, notifications, and dependent records are updated automatically without any manual follow-up required.

Yes. CodeBlox Calendar View includes day, week, and month layout options that every team member can switch between based on what they are planning. The same data powers all three layouts so switching between views never requires a page reload or a separate configuration and always shows the same accurate, up-to-date schedule.

Yes. CodeBlox Calendar View supports multi-source event display so you can combine records from different Blox onto a single calendar. Tasks, project milestones, customer meetings, and HR events can all appear on the same Calendar View so your team gets a unified picture of everything happening without switching between separate views.

Yes. CodeBlox field types support Unicode text input across all text-based field types so your team can capture data in any language. Date, time, and currency field types respect locale settings so the format your team sees matches the regional standard they work with every day without any custom configuration required.

Yes, with some constraints. CodeBlox supports safe field type conversions between compatible types. The platform shows you a preview of how existing data will be transformed before you confirm the change so your field types migration is always informed and reversible if the conversion does not produce the result your team expected.

Yes. CodeBlox field types support configurable validation rules including required fields, format validation, minimum and maximum values, character limits, and regex patterns. Your field types setup enforces data quality at the point of entry so your team never has to clean up records after the fact or deal with downstream errors caused by invalid input.

Absolutely. CodeBlox supports field-level visibility controls that hide specific field types from roles or teams that should not see them. Salary fields can be hidden from non-HR roles, sensitive client data can be restricted to account managers, and internal notes can be hidden from external portal users, all without creating separate Blox or duplicate records.

CodeBlox supports 40 plus field types covering text, number, currency, date, datetime, checkbox, single select, multi-select, relation, lookup, formula, file, signature, rating, color, address, phone, email, URL, and more. Every field types category is designed to capture a specific kind of business data in the right format so your records are always clean, structured, and ready to use in automations, reports, and views.