Documentation
Getting Started
Introduction
This page provides an overview of Cerb, a customizable web-based platform designed...
Installation
This page provides information on the various installation options for Cerb, including...
Tutorial
This page describes the built-in 'Tutorial' workflow in Cerb, which provides a...
Reference
Activity Log
This page describes the activity log feature in Cerb, which provides an...
Automations
Automations are state machines written in KATA that transform an input dictionary...
Buckets
This page explains how group managers in Cerb can organize related tasks...
Calendars
This page provides information about the Calendars feature in Cerb, which allows...
Cards
This page explains the concept of "cards" in Cerb, which are popup...
Classifiers
This page provides an overview of the Classifiers plugin in Cerb, which...
Comments
This page explains the functionality of adding comments to records in Cerb,...
Connected Accounts
This page discusses the use of connected accounts in Cerb to enable...
Connected Services
This page details the functionality of connected services in Cerb, which facilitate...
Contacts
This page provides an overview of the concept of "Contacts" within Cerb,...
Custom Fields
This page provides an overview of custom fields in Cerb, detailing how...
Custom Fieldsets
This page explains the concept of custom fieldsets in Cerb, which allow...
Dashboards
This page provides an in-depth overview of Cerb's dashboard functionality, focusing on...
Data Queries
Retrieve complex data using simple text queries and prepare the results for...
Groups
This page explains the concept of organizing workers into groups within Cerb,...
Interactions
Interactions are interactive automations that use continuations to pause and resume a...
KATA
KATA is a human-friendly format for modeling structured data that is used...
Maps
Create interactive map visualizations with geospatial data.
Metrics
This page provides a comprehensive overview of the metrics system in Cerb,...
Notifications
Notifications keep the right people informed about recent activity on any record....
Organizations
This page explains the concept of an organization within Cerb, describing it...
Packages
Packages are a blueprint for importing a related set of pre-configured records...
Portals
Portals provide a way to publicly and securely share Cerb data with...
Profiles
This page explains the concept of profiles in Cerb, where each record...
Project Boards
Project boards visually organize and automate a multi-step process.
Queues
Queues store a set of temporary messages from producers and distribute them...
Records
This page provides an overview of Cerb's record management system, which is...
Record Links
This page explains the concept of record links in Cerb, which describe...
Record Types
This page provides a comprehensive reference for the various record types available...
Reminders
This page provides an overview of the reminder feature in Cerb, which...
Resources
This page provides an overview of resources in Cerb, which are shared...
Roles
Permissions are granted to workers using roles.
Search
This page provides a comprehensive guide to using search queries in Cerb,...
Sheets
Tabular data visualization with a fully customizable text-based schema.
Snippets
This page explains the concept of snippets in Cerb, which allow workers...
Tickets
This page provides a comprehensive overview of the ticketing system in Cerb,...
Toolbars
This page provides a detailed overview of toolbars in Cerb, focusing on...
Watchers
This page explains the concept of "watchers" in Cerb, which refers to...
Webhooks
This page provides an overview of Cerb's webhooks plugin, which allows users...
Workers
This page describes the concept of "workers" in Cerb, who are the...
Workflows
This page provides an overview of Cerb's Workflow KATA, a feature introduced...
Worklists
This page provides a comprehensive overview of worklists in Cerb, highlighting their...
Workspaces
This page explains the concept of workspaces in Cerb, which are customizable...
Admin Guide
Guided Installer
A guide to the Cerb config file, including settings and defaults.
Friendly URLs
Cerb supports rewriting to make the URLs shorter and more user-friendly.
Security
This page provides a comprehensive guide on securing a Cerb installation, focusing...
Config File
A guide to the Cerb config file, including settings and defaults.
Upgrading
This page provides a comprehensive guide on upgrading Cerb, focusing on using...
Backups
This page provides a comprehensive guide on setting up and managing backups...
Setup
This page provides a comprehensive guide for administrators to configure Cerb and...
Quick Start
This webpage serves as an administrative quick start guide for setting up...
Developer Guide
Dictionaries
This page explains how Cerb uses dictionaries to represent records, simplifying complex...
Scripting
This page provides a scripting reference for Cerb, focusing on the use...
Plugins
This page provides a comprehensive guide on using plugins in Cerb to...
Icon Reference
This page provides a comprehensive reference list of icons available in the...
API
Intro
Programmatically interact with Cerb from other apps and services.
Authentication
This page provides detailed information on how Cerb uses the OAuth 2.0...
Requests
This page provides a detailed overview of how to interact with Cerb's...
Responses
This page provides detailed information on how the Cerb Web API responds...
Data Types
This page provides a detailed overview of the data types used in...
Custom Fields
This page provides detailed information on how to work with custom fields...
Modifying Records
This page provides comprehensive documentation for the Cerb records API, detailing how...
Endpoints
This page provides a list of API endpoints available in Cerb, covering...