Glossary

App words first, grouped by where you meet them, then the domain terms the examples use.

Workspace and people

Organization

Your company's workspace: its tables, records, members, settings and plan. Everything you create belongs to one organization.

Member

A person in the organization. Each member has a role and a visibility, both set on Members. New people join as Viewer.

Role

What a member may do: Admin, Engineering, Marketing or Viewer. Engineering builds tables and fields and edits and submits records, Marketing approves and publishes them, and a Viewer reads. Admin can do all of it, plus members and billing.

Plan

Your subscription: Starter, Growth or Professional. A trial runs with Growth features. The pricing page lists what each plan includes.

Tables and records

Table

A group of records that share the same fields, usually one product line. Every table is listed on Tables.

Field

One spec a table tracks, shown as a grid column. Its type comes from a gallery of nine: Text, Number, Yes / no, Date, Choice, Files, Link to records, From linked records and Calculated.

Built-in columns

Name, Model #, SKU and Description, which every table has. Name is always on; the other three can be hidden per table.

Key

A field's short code name, such as bep_flow. Formulas, imports and the API use it, so it can't change after the field is created.

Field group

A section name that gathers fields, such as Ratings & tests. Each group forms one section on the record page, spec sheets and the portal.

Record

One product in a table, one row in the grid. Each record has its own page with specifications, documents, comments and history.

Saved view

A grid layout kept under a name: filters, sorts, grouping and columns. Views are personal, or shared with the whole organization by an Admin or Engineering member.

Preset

A record saved as a starting point. From preset… in the New record menu creates a pre-filled draft from it.

Tag

A colored label any record can carry, such as Stock item. Catalog templates can filter on tags. Tags are managed on Tags.

Trash

Where a record goes when you click Move to trash. You can restore it for 30 days; then it is deleted for good.

History

The list of changes on a record page: each field change, with who made it and when. Activity shows changes across the whole organization.

Completeness

The percent shown beside a record's name, such as 80% complete. It counts the fields that are filled in and pass their rules.

Units and formulas

Unit

The unit a number field stores its values in, such as psi or gpm. Each value is stored once and shown in imperial and metric, such as 132.6 ft · 40.4 m.

Calculated field

A field whose value comes from a formula of other fields, written with their keys. The valve formula cv_rated * 0.865 gives Kv from Cv. SpecLatch checks the formula's units before it saves.

Function

A formula with a name, defined once on Functions and called from any calculated field. A pump table might define hydraulic power this way.

Reference table

A lookup table your formulas read, such as a ball valve's Cv by percent open. Reference tables are listed on Reference tables.

Link to records

A field that connects records in two tables, such as a valve and its standard actuator. The link works both ways: the other table gets a matching field.

From linked records

A field that shows a value from linked records, or totals them. Its Show setting offers Each value, Unique values, Count, Sum, Average, Lowest, Highest and Range (lowest–highest).

Data series

Multi-point X/Y data a record can carry, such as a pump's head curve. A table defines the axes once; each record then holds its own curve.

Review and publishing

Visibility tier

The level a field, document or data series is set to: Public, Internal or Confidential. Each member and API key has a visibility too, the highest tier it can read.

Status

Where a record stands in review: Draft, In review or Published. Only Draft records accept edits. Needs review lists records waiting for a decision.

Preview as

An option in the grid's view menu that shows the grid as a lower tier sees it. Previewing is read-only.

Document template

The design of a spec sheet or catalog, laid out in a page designer. Templates are listed on Templates.

Spec sheet

A PDF of one record, built from a template and live data. Until the record is Published, you get a preview with a draft watermark.

Catalog

A PDF of a table's Published records, built from a template. Catalogs come with the Growth plan and up.

Document library

Every document in the organization on Documents: generated PDFs and uploaded files such as test reports and manuals. Each document has its own tier.

Out of date

A generated PDF that is older than the data it shows. The dashboard lists these under Documents out of date, with a Regenerate all button.

Portal

Your public catalog website. It shows Published records and Public fields from the tables you choose, on the Growth plan and up.

API key

A key that lets another system read your data through the read-only API. An Admin creates keys on API keys, on the Growth plan and up.

Domain terms in the examples

BEP (best efficiency point)

The flow at which a centrifugal pump runs at its highest efficiency. Pump tables quote flow, head and efficiency at BEP.

Head

The energy a pump adds, stated as a height of liquid in feet. At a given flow, a pump makes about the same head in any thin liquid; the pressure rises with the liquid's density.

NPSH required

Net positive suction head required: the suction head, in feet, a pump needs at a given flow to avoid cavitation.

Cv and Kv

Valve flow coefficients. Cv is the flow of water in US gpm at a 1 psi pressure drop; Kv is m³/h at a 1 bar drop. Kv = 0.865 × Cv.

NPS

Nominal pipe size, the North American size designation for pipe and valve ends, such as NPS 2. DN is the metric designation, such as DN 50.

Span

The difference between the top and bottom of an instrument's range. A gauge reading 0 to 300 psi has a span of 300 psi, and its accuracy is often a percent of span.