FAQ

Yes. CodeBlox file management software applies the same role-based access controls that govern the rest of your workspace. You can control view, download, and delete permissions at the role level, the team level, and the individual record level so sensitive files are only accessible to the people who have a legitimate business need to see them.

Most teams create workflows and have them running in production within minutes using the visual builder. Pre-built templates let you start from a proven process pattern and customize from there so even complex multi-step workflows with approvals, conditions, and external API calls can go live the same day your team starts building.

Yes. CodeBlox interactive dashboards support scheduled delivery to email, Slack, and PDF on any cadence you configure. Daily standup snapshots, weekly executive summaries, and monthly board packs can all be generated and delivered automatically so every stakeholder receives the right data on the right schedule without anyone having to manually trigger a report.

Most workspaces are configured in a few minutes. Channels, notification rules, filters, and role assignments are set visually with live previews, and no engineering work or migration is 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.

It connects through the REST API, webhooks, and more than 200 native integrations. Data and notifications move between CodeBlox and external systems without manual exports or middleware.

Absolutely. Every widget in CodeBlox interactive dashboards supports drill-through so clicking any number, bar, or data point opens the filtered list of records that make up that metric. Your team can investigate, edit records, and act on what they see without leaving the dashboard or switching to a separate view to find the underlying data.

Yes. The same configuration runs on iOS, Android, and the web. Layouts adapt to the screen, and native features like the camera and push notifications are available without extra setup.

Yes. Every data import in CodeBlox is logged with a complete record of every row created, updated, or skipped. If an import produces unexpected results, your team can review the import log, identify the affected records, and use the versioned record history to restore previous values or delete incorrectly created records without impacting the rest of your workspace data.

Visibility follows the existing role-based access model. Each chart shows only the records a user is allowed to see, scoped automatically, so administrators do not maintain a separate permission list.

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. The same configuration runs on iOS, Android, and the web. Layouts adapt to the screen, and native features like the camera and push notifications are available without extra setup.

Yes. CodeBlox lets you create workflows with native AI task steps that can categorize records, draft content, score leads, summarize data, and make routing decisions based on the information in your workspace. AI steps are configured in the same visual builder as every other step so adding intelligence to your processes requires no separate platform or technical expertise.

Every message and configuration change is logged with the user, timestamp, prior state, and IP address, and the log exports to a SIEM. Configurations are also versioned, so any earlier workspace setup can be restored.

Bar, line, area, pie, and similar standard types, all configured visually. New chart types added at the platform level become available inside existing dashboards with no upgrade to run.