CoherenceCOHERENCE

What are Modules?

Learn how modules work as the foundation of Coherence

What are Modules?

Modules are the core building blocks of Coherence. They define the types of data your workspace tracks and how that data is structured.

The Module Concept

Think of a module like a smart spreadsheet or database table - but with much more power:

  • Customizable fields - Add any field type you need
  • Multiple views - See the same data in different formats
  • Relationships - Connect records across modules
  • Automation - Trigger actions when data changes
  • Activity tracking - See the complete history of each record

Example Modules

Here are some common modules businesses create:

Sales & Relationships

  • People - Customers, vendors, partners, and other individuals
  • Leads - Potential customers in your pipeline
  • Accounts - Companies and organizations
  • Deals - Sales opportunities to track

Operations

  • Projects - Work initiatives and deliverables
  • Tasks - To-do items and action items
  • Orders - Customer purchases and transactions

Industry-Specific

  • Properties - Real estate listings
  • Candidates - Job applicants (recruiting)
  • Vendors - Suppliers and partners
  • Events - Meetings, conferences, appointments

You're not limited to these examples. Create any module that matches how your business works.

Module Components

Every module is built from these configurable components:

Data Structure

ComponentDescriptionLearn More
FieldsProperties you track on each record (text, dates, numbers, relationships)Configuring Fields
Field Types20+ types including text, email, select, reference, formula, and moreField Types Reference
Display NameHow records are titled throughout the appDisplay Name
UniquenessRules to prevent duplicate recordsUniqueness

User Interface

ComponentDescriptionLearn More
ViewsTable, Kanban, Calendar, Gallery, Timeline, and moreViews & Layouts
FiltersSaved filter controls for quick record filteringFilters
Create FormWhich fields appear when creating new recordsCreate Form

Functionality

ComponentDescriptionLearn More
ActionsCustom buttons for record operations (convert, update status, trigger automations)Module Actions
PermissionsRole-based access control for who can view, edit, deletePermissions
ActivityTrack changes and maintain audit historyActivity Log

Records

Individual entries in the module. Each record stores field values, has its own activity history, and can be linked to records in other modules.

The Module Builder

The Module Builder is your central configuration interface for customizing every aspect of a module. It provides tabs for each component:

  1. Overview - Module stats and record settings
  2. Fields - Define your data schema
  3. Display Name - Configure record titles
  4. Create Form - Design the new record form
  5. Filters - Set up saved filters
  6. Views - Create table, kanban, calendar views
  7. Actions - Add custom action buttons
  8. Uniqueness - Prevent duplicates
  9. Permissions - Control access by role
  10. Advanced - Module naming and system settings
  11. Activity - View change history

Explore the Module Builder →

Built-in Modules

New workspaces include core modules:

  • People - Individuals you work with (customers, vendors, partners, employees)
  • Accounts - Companies and organizations
  • Leads - Potential customers to qualify
  • Tasks - Action items and follow-ups
  • Documents - Files and attachments
  • Users - Your team members (system module)

You can customize these or hide them if you don't need them.

Module Templates

Get started faster with pre-built module templates for common use cases:

  • Sales (People, Accounts, Leads, Deals)
  • Operations (Projects, Tasks, Meetings, Documents)
  • Industry-specific (Properties, Candidates, Inventory)

Explore Module Templates →

Creating Custom Modules

Ready to build your own? Create your first module →

Next steps: