Record

Definition

A Record in Unifize is a structured entity that acts as the central hub for all information, actions, and conversations related to a specific process instance. It ensures visibility, traceability, and accountability across teams by capturing data, discussions, approvals, and status updates in a single location.

Records are used to standardize workflows, maintain compliance, and drive collaboration by embedding real-time conversations directly within the process.

Check out Developer Documentation for Records

Key Features

• Single Source of Truth – Combines structured data, checklists, and conversations in one place.

• Real-time Collaboration – Enables team discussions through an embedded Conversation Thread.

• Traceability & Auditability – Captures all changes, actions, and approvals chronologically.

• Customizable Checklist Structure – Supports file uploads, linked fields, attachments, and metadata fields.

• Automated Updates – Notifies stakeholders of status changes and task completions.

What constitutes a Record?

Every Record in Unifize consists of the following key elements:

1. Header

   1. Title & Unique ID – Provides a clear identifier for the record.

   2. Status – Displays the current progress (e.g., Open, In Progress, Completed).

   3. Owner & Participants – Identifies who is responsible and who can collaborate.

   4. Due Date & Priority – Helps define the urgency and deadlines for a record.

   5. Record Options – Options to share a record, and access Process Builder for making changes to the underlying process.

2. Conversation

   1. Real-time chat-based collaboration embedded within the record.

   2. Allows @mentions, file sharing, and decision logging for context.

   3. Uploads and links files directly within the record for reference.

   4. Tracks every change, comment, and status update in chronological order.

   5. Ensures compliance by maintaining an immutable history of actions.

3. Checklist

   1. A structured list of required actions and approvals within the process.

   2. Supports sections, linked fields, and automation for better organization.

   3. Supports connections to other related records or processes (Parent/Child Records).

   4. Enables cross-functional visibility and dependency tracking.

   5. Supports version control to track document history.

A Sample Record, with Header, Conversations and Checklist

Records in Unifize serve as the foundation of process execution and collaboration, enabling teams to centralize data, track actions, and maintain full traceability in one unified workspace. By embedding real-time conversations, structured checklists, and automated updates, records eliminate the silos that traditionally slow down workflows.

With their customizable structure, and audit-ready history, records empower teams to enhance collaboration, improve compliance, and drive operational efficiency across all business processes.