FAQ

Most boards are configured in a few minutes. Columns, card fields, filters, and grouping are set visually with live previews, and no engineering work or migration is required.

Yes. CodeBlox online form builder includes automatic PDF generation from every submission. The PDF is branded with your logo and formatting, attached to the record in your Blox, and can be automatically emailed to the submitter or routed to a reviewer as part of the downstream workflow your submission triggers.

CodeBlox file management software supports all common file types including PDFs, Word documents, Excel spreadsheets, images, videos, CAD files, and any other file format your team works with. Files are stored securely, linked directly to the records they belong to, and accessible to any user with the appropriate permissions.

Absolutely. CodeBlox supports authenticated portal forms where logged-in users see forms pre-filled with their existing data. This means your online form builder can power customer renewal flows, employee self-service requests, and partner submission portals without asking users to re-enter information your system already holds.

CodeBlox online form builder supports multi-level conditional logic with show, hide, branch, and skip rules based on any previous answer. You can build nested decision trees that are several levels deep without the logic becoming unmanageable so your forms always ask only the questions that are relevant to each individual respondent.

Yes. Every submission from your online form builder can trigger any workflow configured in CodeBlox. Route to a reviewer, send a confirmation email, create a child record, post to Slack, or kick off a multi-step approval chain, all configured visually without writing any code or using a separate automation tool.

Yes. Every form built with CodeBlox online form builder can be embedded on any website using a simple script snippet. It renders natively within your page layout without iframes so your forms look and feel like a native part of your website rather than a separately loaded third-party tool.

Yes. Every activity history tracking log in CodeBlox is exportable to CSV and JSON on demand and can be streamed continuously to your SIEM, Splunk, Datadog, or any compatible platform. Your compliance team can pull the exact records they need for any audit without waiting for an IT request or a manual export to be prepared.

CodeBlox activity history tracking captures changes at the field level. Every edit shows the before and after value for each field that was modified so your team always has a precise, granular record of exactly what changed on every record, not just a timestamp showing that something was updated.

Yes. CodeBlox activity history tracking supports multi-dimensional filtering by user, record type, specific record, date range, action type, and field-level change. Your compliance, operations, and security teams can find exactly the activity they are looking for without scrolling through an unfiltered log of every event in the workspace.

CodeBlox activity history tracking retains a complete record of every action taken in your workspace from the moment you start using the platform. Enterprise plans support extended retention periods so your compliance and legal teams always have access to the historical record they need regardless of how far back an investigation needs to go.

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.