StephanieJoly4GitHubcubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>github-actionsAbdul RahmanFélix MalfaitReorganizing by Feature sections
Capabilities folders to give an overview of each feature
How-Tos folders to give guidance for advanced customizations
Reorganized the Developers section as well, moving the API sub section
there
added some new visuals and videos to illustrate the How-Tos articles
checked the typos, the links and added a section at the end of the
doc.json file to redirect existing links to the new ones (SEO purpose +
continuity of the user experience)
What I have not updated is the "l" folder that, per my understanding,
contains the translation of the User Guide - that I only edited in
English
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Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
Co-authored-by: github-actions <github-actions@twenty.com>
Co-authored-by: Abdul Rahman <ar5438376@gmail.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
84 lines
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84 lines
4.0 KiB
Plaintext
---
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title: Glossary
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description: Get familiar with essential terminology used in Twenty.
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---
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## API
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API (Application Programming Interface) allows you to connect Twenty with other software systems and build custom integrations.
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## Apps
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Apps are custom extensions built as code that can define data models and serverless functions. They enable developers to create reusable customizations that can be deployed across multiple workspaces.
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## Code Actions
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Code Actions are workflow steps that let you write custom JavaScript to transform data, make calculations, or perform complex logic that isn't possible with built-in actions.
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## Command Menu
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The Command Menu is a quick-access interface (opened with `Cmd + K` on Mac and `Ctrl + K` on Windows) that lets you perform actions, create records, and navigate your workspace efficiently.
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## Company & People
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The CRM has two fundamental types of records:
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- A `Company` represents a business or organization.
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- `People` represent your company's current and prospective customers or clients.
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## Custom Fields
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Custom Fields are data fields you create to capture information specific to your business needs and processes.
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## Data Model
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A Data Model is the structure that defines how information is organized in your CRM, including what objects exist, their properties (fields), and how they relate to each other.
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## Favorites
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Favorites are records you've marked for quick access, appearing in your sidebar for instant navigation to important data.
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## Field
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A field refers to a specific area where particular data is stored for an entity.
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## Integration
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Integrations are built-in tools that allow you to link Twenty with other software or systems.
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## Iterator
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An Iterator is a workflow action that loops through an array of items, executing subsequent actions for each item in the list.
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## Kanban
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A `Kanban` is a visual way to track your business processes using cards and columns. Each column represents a stage in your process (for example: new, ongoing, won, lost), and you move records through these stages as they progress.
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## Object
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An Object is a data structure that represents a specific type of entity in your CRM (like People, Companies, or Opportunities). Objects can be standard (built-in) or custom (created by you).
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## Opportunities
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Opportunities in Twenty CRM are potential deals or sales with accounts or contacts.
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## Record
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A Record indicates an instance of an object, like a specific account or contact.
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## Relation Fields
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Relation Fields create connections between different objects, allowing you to link records together (like connecting a Person to a Company).
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## Standard Fields
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Standard Fields are pre-built data fields that come with objects by default and provide common functionality across all workspaces.
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## Tasks
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Tasks in Twenty CRM are assigned activities relating to contacts, accounts, or opportunities.
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## Triggers
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Triggers are the starting point of a workflow — the event or condition that initiates the automation. Examples include record creation, record updates, webhooks, or scheduled times.
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## Views
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You can customize the display of your records using views, setting different filters, layouts and sorting options for each view.
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## Upsert
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Upsert is an operation that combines "update" and "insert" — it updates an existing record if a match is found, or creates a new record if no match exists.
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## Webhooks
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Webhooks are automated messages sent from Twenty to other applications when specific events occur, enabling real-time data synchronization.
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## Workflows
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Workflows are automated processes that trigger actions based on specific conditions, helping you automate repetitive tasks and business processes.
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## Workspace
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A `Workspace` typically represents a company using Twenty. It holds all the records and data that you and your team members add to Twenty.
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It has a single domain name, which is typically the domain name your company uses for employee email addresses.
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## Workspace Members
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Workspace Members are the Twenty users from your team who have access to your workspace. They can be assigned as owners or assignees for records.
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