FAQ

Yes. Every workflow in CodeBlox is stored as a readable JSON specification that can be versioned, exported, and imported across workspaces. This means your workflow automation features become reusable organizational assets that can be shared with partners, copied to new workspaces, or versioned in source control if your organization requires it.

Yes. CodeBlox workflow automation features include native AI task steps that can categorize records, draft content, score leads, summarize data, and make decisions based on the information in your workspace. AI steps are configured like any other action in the visual builder without requiring a separate AI platform or API credentials.

Absolutely. CodeBlox workflow automation features include native HTTP action steps that can call any external REST API, post to webhooks, and trigger downstream systems. Combined with 200 plus native integrations, your automations can interact with virtually any tool in your stack without middleware or custom code.

Every failed run in CodeBlox workflow automation features lands in a dedicated error queue with full execution context. Your team can review the failure, fix the underlying issue, and replay the run with one click so no business process fails silently and no data update is permanently lost due to a transient error.

Yes. CodeBlox workflow automation features are built in a fully visual editor with no code required. Operations, HR, finance, and sales teams build, test, and manage their own automations without any developer involvement so your team moves faster and your developers stay focused on product work.

Yes. CodeBlox user permissions management features support dual control policies that require a second authorized user to approve sensitive actions before they are committed. This gives your organization the segregation of duties controls that financial services, healthcare, and government compliance frameworks require without slowing down day-to-day operations.

Every access, edit, and permission change in CodeBlox user permissions management features is logged with a tamper-evident timestamp, user attribution, and before and after values. Logs are exportable to CSV, JSON, and can be streamed directly to Splunk, Datadog, or any SIEM your security team already uses.

Absolutely. CodeBlox row-level security in user permissions management features automatically scopes every view, dashboard, and report to show each user only the records their role and team hierarchy authorize them to see so there is no risk of a team member accessing records that belong to another team or region.

Yes. CodeBlox user permissions management features include native SAML 2.0 SSO integration with Okta, Azure AD, Google Workspace, Auth0, and any compatible IdP. SCIM provisioning keeps your workspace in sync with your HR system so onboarding and offboarding happen automatically without manual access management.

CodeBlox user permissions management features support permissions down to the individual field level on any record in any Blox. You can control who can view, edit, or delete each field independently so sensitive data stays protected even when the broader record is accessible to a wider team.

Yes. Every dimension in CodeBlox time tracking features is reportable. Slice logged hours by project, client, team member, billing status, date range, or any custom field your workspace uses so your finance, operations, and project teams always have the granular time data they need to make informed decisions.

Yes. CodeBlox time tracking features support budget thresholds at the project or client level. When logged hours approach or exceed the budget, your team and project managers are notified automatically so no project goes over budget without someone catching it in time to take corrective action.

Absolutely. CodeBlox supports multi-step timesheet approval workflows built directly into your time tracking features. Team members submit their hours, managers review and approve or request corrections, and the approved data flows automatically into your reporting and billing processes without manual handoffs.

CodeBlox supports billable and non-billable time classifications at the entry level. Your time tracking features can tag every logged hour by billing status, client, project, or any custom field so your finance team always has accurate data for invoicing without any manual categorization after the fact.

Yes. CodeBlox time tracking features include a native timer that starts and stops directly from any task or record. Hours are logged automatically against the correct record so your team never has to remember what they worked on or manually enter time at the end of the day.