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Field reference

Recorder

How to use Recorder in Platform Settings: access, working steps, fields, related records and troubleshooting.

Purpose and access

Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.

This page is a record page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Review the current settings or existing records and prepare the information needed for the change.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Recorder from System Admin → Platform Settings, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
PathpathData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Number of Queriesnumber_of_queriesInt
Optional
Enter a whole-number value.
Time in Queriestime_in_queriesFloat
Optional
Enter a numeric value using the required unit and precision.
Number of Eventsnumber_of_eventsInt
Optional
Enter a whole-number value.
MethodmethodSelect
Optional
Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • GET
  • POST
  • PUT
  • DELETE
  • PATCH
  • HEAD
  • OPTIONS
CMDcmdData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
TimetimeDatetime
Optional
Record the date and time in the configured system/user time zone.
DurationdurationFloat
Optional
Enter a numeric value using the required unit and precision.
Apps Involvedapps_involvedData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
TimelinetimelineTable
Optional · Read-only
Ordered timeline of document lifecycle methods and doc_events handlers that ran during this request, attributed to the app(s) that hook them.

Linked record: Recorder Event

Request Headersrequest_headersCode
Optional
Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Form Dictform_dictCode
Optional
Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Suggested Indexessuggested_indexesTable
Optional
Disclaimer: These indexes are suggested based on data and queries performed during this recording. These suggestions may or may not help.

Linked record: Recorder Suggested Index

SQL Queriessql_queriesTable
Optional
Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Recorder Query

cProfile OutputprofileCode
Optional · Read-only
Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.

Child tables

Timeline — child-row fields
FieldType / behaviorHow to use it
MethodlabelData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
DocTyperef_doctypeData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Documentref_nameData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
AppsappsData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
QueriesqueriesInt
Optional · Read-only
Enter a whole-number value.
Duration (ms)durationFloat
Optional · Read-only
Enter a numeric value using the required unit and precision.
Raw MethodmethodData
Optional · Read-only
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
DepthdepthInt
Optional · Read-only
Enter a whole-number value.
SequenceseqInt
Optional · Read-only
Enter a whole-number value.
HandlershandlersSmall Text
Optional · Read-only
Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Suggested Indexes — child-row fields
FieldType / behaviorHow to use it
TabletableData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
ColumncolumnData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
SQL Queries — child-row fields
FieldType / behaviorHow to use it
IndexindexInt
Optional
Enter a whole-number value.
QueryqueryData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
DurationdurationFloat
Optional
Enter a numeric value using the required unit and precision.
Exact Copiesexact_copiesInt
Optional
Enter a whole-number value.
Normalized Querynormalized_queryData
Optional
Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Normalized Copiesnormalized_copiesInt
Optional
Enter a whole-number value.

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.