1"use strict";(globalThis.webpackChunkcheck_flow_docs||=[]).push([[7834],{5378(e,s,t){t.r(s),t.d(s,{assets:()=>l,contentTitle:()=>a,default:()=>h,frontMatter:()=>d,metadata:()=>n,toc:()=>o});const n=JSON.parse('{"id":"general/glossary","title":"Glossary","description":"What each CheckFlow term means, and the distinctions that are easy to get wrong.","source":"@site/docs/general/glossary.md","sourceDirName":"general","slug":"/general/glossary","permalink":"/docs/general/glossary","draft":false,"unlisted":false,"tags":[],"version":"current","lastUpdatedAt":1787649686000,"frontMatter":{"id":"glossary","title":"Glossary","sidebar_label":"Glossary","description":"What each CheckFlow term means, and the distinctions that are easy to get wrong."},"sidebar":"docs","previous":{"title":"Core Concepts","permalink":"/docs/general/core-concepts"},"next":{"title":"Mobile Use","permalink":"/docs/integrations/mobile-guide"}}');var r=t(4848),i=t(8453);const d={id:"glossary",title:"Glossary",sidebar_label:"Glossary",description:"What each CheckFlow term means, and the distinctions that are easy to get wrong."},a=void 0,l={},o=[{value:"The Core Objects",id:"the-core-objects",level:2},{value:"Controls",id:"controls",level:2},{value:"Automation",id:"automation",level:2},{value:"Data Sets",id:"data-sets",level:2},{value:"People and Access",id:"people-and-access",level:2},{value:"Terms That Are Easy to Confuse",id:"terms-that-are-easy-to-confuse",level:2},{value:"Related Pages",id:"related-pages",level:2}];function c(e){const s={a:"a",admonition:"admonition",code:"code",em:"em",h2:"h2",li:"li",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,i.R)(),...e.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(s.p,{children:"One canonical name and meaning for each term used across this documentation. Where two terms are commonly confused, the difference is spelled out rather than implied."}),"\n",(0,r.jsx)(s.h2,{id:"the-core-objects",children:"The Core Objects"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Term"}),(0,r.jsx)(s.th,{children:"Meaning"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Template"})}),(0,r.jsxs)(s.td,{children:["The blueprint. Defines the tasks, content and behaviour that every checklist created from it will have. Versioned. See ",(0,r.jsx)(s.a,{href:"/docs/templates/create-a-template",children:"Create a Template"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Checklist"})}),(0,r.jsxs)(s.td,{children:["A running instance created from a template. What a person actually completes. See ",(0,r.jsx)(s.a,{href:"/docs/checklists/create-a-checklist",children:"Create a Checklist"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Task"})}),(0,r.jsx)(s.td,{children:"One completable step in a checklist. Has a checkbox, a status, optional due date and assignees, and contains controls."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Heading"})}),(0,r.jsx)(s.td,{children:"A read-only divider in the task list. Has no checkbox and cannot be completed. Not a task."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Standalone task"})}),(0,r.jsxs)(s.td,{children:["A task raised on its own, with no template and no checklist behind it. See ",(0,r.jsx)(s.a,{href:"/docs/tasks/create-a-standalone-task",children:"Create a Standalone Task"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Attached task"})}),(0,r.jsxs)(s.td,{children:["A standalone task linked to a running checklist. Still a standalone task \u2014 ",(0,r.jsx)(s.em,{children:"attached"})," describes the link. See ",(0,r.jsx)(s.a,{href:"/docs/tasks/attach-a-task-to-a-checklist",children:"Attach a Task to a Checklist"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Tasks grid"})}),(0,r.jsxs)(s.td,{children:["The ",(0,r.jsx)(s.strong,{children:"Tasks"})," screen, listing every task you can see \u2014 checklist and standalone alike \u2014 one row each. See ",(0,r.jsx)(s.a,{href:"/docs/tasks/tasks-grid",children:"The Tasks Grid"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Snooze"})}),(0,r.jsxs)(s.td,{children:["Hiding a task from your own Tasks grid until a time you choose. Yours alone; it does not move the due date. See ",(0,r.jsx)(s.a,{href:"/docs/tasks/snoozing-tasks",children:"Snoozing Tasks"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Control"})}),(0,r.jsxs)(s.td,{children:["The building block of a task. Every task is made up of one or more controls. See ",(0,r.jsx)(s.a,{href:"/docs/control
1s/control-types",children:"Control Types"}),"."]})]})]})]}),"\n",(0,r.jsx)(s.h2,{id:"controls",children:"Controls"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Term"}),(0,r.jsx)(s.th,{children:"Meaning"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Content control"})}),(0,r.jsx)(s.td,{children:"A control that displays information and captures no answer. Read-only in the checklist, never blocks completion. Text, Image, Video, File, Mail-To, Embed, Separator."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Input control"})}),(0,r.jsx)(s.td,{children:"A control that captures information from the person running the checklist. Short Text, Long Text, E-Mail, Website, File Upload, Date & Time, Dropdown, Multi-Choice, Sub-Tasks, Members, Table, Linked Checklist."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Halt task"})}),(0,r.jsxs)(s.td,{children:["A task carrying halt logic, which disables the tasks after it until it is complete. The feature is ",(0,r.jsx)(s.a,{href:"/docs/templates/enforce-task-order",children:"enforcing task order"}),"; the mechanism is a halt."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Tooltip"})}),(0,r.jsxs)(s.td,{children:["Optional guidance attached to any control, shown on hover. See ",(0,r.jsx)(s.a,{href:"/docs/controls/tooltips",children:"Tooltips"}),"."]})]})]})]}),"\n",(0,r.jsx)(s.h2,{id:"automation",children:"Automation"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Term"}),(0,r.jsx)(s.th,{children:"Meaning"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Parameter"})}),(0,r.jsxs)(s.td,{children:["A named value defined on a template and set when a checklist is created. Three types: String, Date & Time, Member or Group. Bound to controls or to task assignments. See ",(0,r.jsx)(s.a,{href:"/docs/templates/template-parameters",children:"Template Parameters"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Dynamic value"})}),(0,r.jsxs)(s.td,{children:["A value drawn from elsewhere \u2014 another control, or global data such as the current date \u2014 and inserted into a control. Two forms: ",(0,r.jsx)(s.em,{children:"placeholders"})," (inline ",(0,r.jsx)(s.code,{children:"{{tokens}}"})," in Text and Mail-To) and ",(0,r.jsx)(s.em,{children:"bindings"})," (pre-filling an input control). See ",(0,r.jsx)(s.a,{href:"/docs/templates/dynamic-values",children:"Dynamic Values"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Binding"})}),(0,r.jsx)(s.td,{children:"The configured connection between a control and its source: a dynamic value, a template parameter, or a Data Set field."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Trigger"})}),(0,r.jsxs)(s.td,{children:["Two meanings \u2014 always say which. In ",(0,r.jsx)(s.a,{href:"/docs/templates/conditional-logic",children:"conditional logic"}),", the ",(0,r.jsx)(s.em,{children:"If"})," side of a rule. In ",(0,r.jsx)(s.a,{href:"/docs/templates/custom-notifications",children:"custom notifications"}),", the event that fires the notification."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Action"})}),(0,r.jsxs)(s.td,{children:["Two meanings \u2014 always say which. In conditional logic, the ",(0,r.jsx)(s.em,{children:"Then"})," side: showing or hiding tasks, headings and controls. In custom notifications, what happens when the trigger fires."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Anchor"})}),(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.em,{children:"Custom notifications only."})," What a notification is attached to \u2014 the checklist and/or specific tasks."]})]})]})]}),"\n",(0,r.jsx)(s.h2,{id:"data-sets",children:"Data Sets"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Term"}),(0,r.jsx)(s.th,{children:"Meaning"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Data Set"})}),(0,r.jsxs)(s.td,{children:["A reusable table of reference data stored in the Library. Made of fields and records. See ",(0,r.jsx)(s.a,{href:"/docs/data-sets/overview",children:"Data Sets Overview"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Record"})}),(0,r.jsx)(s.td,{children:"One row of a Data Set."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Field"})}),(0,r.jsxs)(s.td,{children:["One column of a Data Set, with a name and a type. Use ",(0,r.jsx)(s.em,{children:"field"})," for Data Sets and ",(0,r.jsx)(s.em,{children:"control"})," for the things in a task \u2014 a control is not a field."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"View"})}),(0,r.jsxs)(s.td,{children:["A saved combination of filters, sorts and hidden columns. Used by Data Sets, Reports and the ",(0,r.jsx)(s.a,{href:"/docs/tasks/tasks-grid-views",children:"Tasks grid"}),". Every Data Set has an ",(0,r.jsx)(s.strong,{children:"All Records"})," view."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Display Field"})}),(0,r.jsx)(s.td,{children:"The field whose value is shown to the person running the checklist."})]})]})]}),"\n",(0,r.jsx)(s.h2,{id:"people-and-access",children:"People and Access"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Term"}),(0,r.jsx)(s.th,{children:"Meaning"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Role"})}),(0,r.jsx)(s.td,{children:"One of exactly three baseline access levels: Administrator, Member, Guest. Every user has one."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Permission"})}),(0,r.jsxs)(s.td,{children:["An ",(0,r.jsx)(s.code,{children:"Area.Capability"})," flag \u2014 ",(0,r.jsx)(s.code,{children:"Template.Creator"}),", ",(0,r.jsx)(s.code,{children:"Report.Creator"})," and so on \u2014 granted on top of the ",(0,r.jsx)(s.strong,{children:"Member"})," role. See ",(0,r.jsx)(s.a,{href:"/docs/permissions/user-permissions",children:"User Permissions"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Administrator"})}
1),(0,r.jsx)(s.td,{children:"The unrestricted role. Holds every permission implicitly; its permissions cannot be edited. There must always be at least one."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Member"})}),(0,r.jsx)(s.td,{children:"A user whose access is determined by their permissions. Members are the users your subscription is counted in."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Guest"})}),(0,r.jsx)(s.td,{children:"A free, limited role. Sees only their own dashboard and the tasks they are directly assigned to, and cannot be granted permissions."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Group"})}),(0,r.jsx)(s.td,{children:"A named collection of team members. Can be assigned anywhere a member can. Only Administrators can create, edit and delete groups. Confers no permissions."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Folder"})}),(0,r.jsx)(s.td,{children:"A container in the Library or the template list. Carries its own View, Edit or Deny permissions."})]})]})]}),"\n",(0,r.jsx)(s.admonition,{title:"A role is not a permission",type:"warning",children:(0,r.jsxs)(s.p,{children:["This is the distinction most often got wrong. Roles are ",(0,r.jsx)(s.strong,{children:"Administrator, Member and Guest"}),". Permissions are the ",(0,r.jsx)(s.code,{children:"Area.Capability"}),' flags. There is no such thing as a "Creator role" \u2014 ',(0,r.jsx)(s.code,{children:"Report.Creator"})," is a permission granted to a Member."]})}),"\n",(0,r.jsx)(s.h2,{id:"terms-that-are-easy-to-confuse",children:"Terms That Are Easy to Confuse"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"These look alike"}),(0,r.jsx)(s.th,{children:"The difference"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Template"})," and ",(0,r.jsx)(s.strong,{children:"Checklist"})]}),(0,r.jsx)(s.td,{children:"The template is the blueprint; the checklist is one run of it. Answers live in the checklist, never in the template."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Task"})," and ",(0,r.jsx)(s.strong,{children:"Heading"})]}),(0,r.jsx)(s.td,{children:"A task can be completed. A heading is a read-only divider."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Standalone task"})," and ",(0,r.jsx)(s.strong,{children:"Attached task"})]}),(0,r.jsx)(s.td,{children:"Both are standalone tasks. An attached one is linked to a checklist; an unattached one belongs to nothing."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Snoozing"})," and ",(0,r.jsx)(s.strong,{children:"Completing"})]}),(0,r.jsx)(s.td,{children:"Snoozing hides a task from you for a while. Completing finishes it for everybody."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Field"})," and ",(0,r.jsx)(s.strong,{children:"Control"})]}),(0,r.jsx)(s.td,{children:"A field is a Data Set column. A control is a thing in a task."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Trigger"})," in conditional logic and in notifications"]}),(0,r.jsx)(s.td,{children:"One is the If side of a rule; the other is an event that sends a message."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"File"})," and ",(0,r.jsx)(s.strong,{children:"File Upload"})]}),(0,r.jsx)(s.td,{children:"File gives a document to the reader. File Upload collects one from them."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Website"})," and ",(0,r.jsx)(s.strong,{children:"Embed"})]}),(0,r.jsx)(s.td,{children:"Website captures a URL from the user. Embed displays a page you chose."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Reports"})," and ",(0,r.jsx)(s.strong,{children:"Analytics"})]}),(0,r.jsx)(s.td,{children:"Reports lists individual checklists. Analytics aggregates them into trends."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsxs)(s.td,{children:[(0,r.jsx)(s.strong,{children:"Archiving"})," and ",(0,r.jsx)(s.strong,{children:"Deleting"})]}),(0,r.jsx)(s.td,{children:"Archiving hides a checklist and can be undone. Deleting is permanent."})]})]})]}),"\n",(0,r.jsx)(s.h2,{id:"related-pages",children:"Related Pages"}),"\n",(0,r.jsxs)(s.ul,{children:["\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.a,{href:"/docs/general/core-concepts",children:"Core Concepts"})," \u2014 how templates, checklists, tasks and controls fit together."]}),"\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.a,{href:"/docs/control
1s/control-types",children:"Control Types"})," \u2014 every control and what it supports."]}),"\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.a,{href:"/docs/permissions/user-permissions",children:"User Permissions"})," \u2014 the canonical permission list."]}),"\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.a,{href:"/docs/general/getting-started",children:"Getting Started"})," \u2014 the walkthrough these terms describe."]}),"\n"]})]})}function h(e={}){const{wrapper:s}={...(0,i.R)(),...e.components};return s?(0,r.jsx)(s,{...e,children:(0,r.jsx)(c,{...e})}):c(e)}},8453(e,s,t){t.d(s,{R:()=>d,x:()=>a});var n=t(6540);const r={},i=n.createContext(r);function d(e){const s=n.useContext(i);return n.useMemo(function(){return"function"==typeof e?e(s):{...s,...e}},[s,e])}function a(e){let s;return s=e.disableParentContext?"function"==typeof e.components?e.components(r):e.components||r:d(e.components),n.createElement(i.Provider,{value:s},e.children)}}}]);
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