Key concepts and glossary
Plain-language definitions of the terms used across ERP•AI and this Help Center.
| Term | What it means |
|---|---|
| Organization | Your company’s workspace in ERP•AI. It contains apps, members, roles, departments, API keys, credits, and audit logs. You can belong to several organizations and switch between them. |
| App | A complete business application inside an organization, such as a CRM or HRMS. An app contains tables, views, custom pages, workflows, documents, roles, and settings. |
| Published app | A ready-made app listed on the ERP•AI marketplace (Browse Apps) that you can install into your organization in one click. |
| Table | A collection of records of one kind (Customers, Orders, Invoices). Shown in the app sidebar. |
| Category / Section | A sidebar group that tables, views, and pages are organized under (for example Masters, Transactions). |
| Record | One row in a table: one customer, one order. |
| Field / Column / Property | One piece of information stored for every record. ERP•AI uses “column” in the table grid and “property” in the column setup panel. |
| Primary column | The first identifying column of a table, usually Id (Auto Sequence). |
| Auto Sequence | A number the system generates for every new record (0000001, 0000002…). |
| System fields | Fields every table has automatically: Created At, Updated At, Created By, Updated By (and Draft when drafts are enabled). |
| Reference | A field that links a record to a record in another table (an Order’s Customer). |
| Formula | A field whose value is calculated from other fields on the same record. |
| Rollup | A field that summarizes linked child records (for example, the SUM of all order totals for a customer). |
| Auto Fill | A field that copies values from a matching record in another table. |
| AI Column | A field whose value is generated by AI from a prompt that uses the record’s data. |
| Draft | A record saved without all mandatory fields filled in. Available when Enable Draft is turned on for the table. |
| View | A saved, filtered version of a table (for example Active Customers). A view shows live data from its source table. |
| Layout | How records are displayed: Table, Board, Calendar, Gallery, Timeline, or Ledger. |
| Form layout | The arrangement of fields in a table’s create/edit form. |
| Inline table | A child table shown inside a parent record’s form (for example, order lines inside an order). |
| Custom page | A purpose-built screen, such as a dashboard, console, or portal, that reads and writes app data. |
| Workflow (Proto Workflow) | An automation made of a trigger and a chain of nodes. |
| Trigger | What starts a workflow: a record event, a schedule, a webhook, a manual run, or an event in another app. |
| Node | One step in a workflow (If, Set, HTTP Request, ERP AI, Email, AI Node…). |
| Connection | Saved credentials for an outside service (Slack, Gmail, Stripe…) used by workflows. |
| Document / Template | A generated file (invoice, quote, contract) and the reusable layout it’s built from. |
| Proto | ERP•AI’s AI agent. It builds and changes apps from plain-language instructions. |
| Command Centre | The app’s management area: plan, releases, issues, environments, snapshots, usage, data health, API docs, and external apps. |
| Environment / Branch | Separate copies of an app’s structure (for example main / Production) used to test changes safely before you deploy them. |
| Snapshot | A recovery point that captures the full state of an app so you can restore it later. |
| Organization role | Controls what a member can do across the organization: Super Admin, App Creator, Billing Admin, Limited Access, or a custom role. |
| App role | Controls what a user can do inside one app: Admin, Manager, View Only, or a custom role. |
| Credits | Prepaid USD balance used for metered activity (API calls, workflow runs, AI, imports, storage beyond the included amount). |
| API key (PAT) | A personal or organization token that lets scripts, integrations, and AI agents use ERP•AI through its API. |
| Service account | A non-human identity owned by the organization that can hold organization API keys. |
| Audit log | A record of every change: who did what, when, and to which table or record. |