ConceptsGlossary: UI and API names
Glossary: UI and API names
The names the Coevera app shows next to the names the API uses, for the entities and fields whose names differ, and why integrations key on API names.
Answer
The app and the API name several things differently: users are Clients, roles are MasterRights, documents are CloudObjects, messages are Memos, sales units are SalesUnits and product line items are OpptyProductRelations. Admins can rename entities and fields in the app; the API names stay, so integrations key on API names and look labels up when they need them.
These docs give the API name first and the app's name in bold on first use: owner_id (shown in
the app as Owner). This table is for the other direction: you know a screen in the app and
need the entity behind it.
Entities
| In the app | In the API (REST path, GraphQL repository) |
|---|---|
| User | Clients, client |
| Role | MasterRights, masterRight |
| Sales Unit (Unit) | SalesUnits, salesUnit |
| Document | CloudObjects, cloudObject; attached to records through CloudObjectRelations |
| Folder (of documents) | CloudObjectFolders, cloudObjectFolder |
| Message | Memos, memo; its comments are MemoComments |
| Note | Notes, note |
Emails, email |
|
| Text Message | TextMessages, textMessage |
| Product Line Item | OpptyProductRelations, opptyProductRelation |
| Opportunity | Opportunities, opportunity; IDs that may point at a lead or an opportunity are lead_ |
| Step (of a pipeline or a process) | Steps, step |
| Step sales activities | StepChecklists, stepChecklist |
| Velocity | Timeframes, timeframe |
| Field Auto Number | FieldSequences, fieldSequence |
| Recurrence | OpptyRecurrences and TaskRecurrences |
| Dropdown options | Data, data |
| Space | The space ID in every URL, {space_ |
The app files administration of users and roles under Administration › Units, Users & Roles, and API applications under Units, Users & Roles › Applications.
Fields
| In the app | In the API |
|---|---|
| Owner | owner_ (the ID), owner (the related record) |
| Sales unit | unit_, unit |
| Role (of a user) | master_ on Clients |
| A user's e-mail | email on Clients; records use email1 to email5 |
| A record's phone | phone1 to phone5 |
| Custom fields | cf_ plus the field's name at creation, such as cf_ |
Renamed entities and fields
An admin can rename entities such as Accounts, Contacts, Leads, Opportunities, Projects and Quotes, and any field, so the labels in one space differ from another's. The API names do not follow:
entity_nameon/entities/Entitiesis the stable name (Account), andname_singularandname_pluralare the labels an admin set, ornullwhile the default applies.- A field keeps its
api_namewhen it is renamed. A field that is deleted and created again under the same name gets a new one, with a number added (cf_customer_tier1).
Key integrations on API names and read labels from those two endpoints when you show them. The fields page shows how.
Limits
| Limit | Details |
|---|---|
| Labels | Per space: an admin's renames show in the app, never in API names |
| This table | Covers the names that differ; an entity not listed here has the same name in both, such as Account and Accounts |