CORAS

Default Fields

List View< 1 MinuteLearn how to explore your ingested data and manage your lists.

Default fields define the baseline data structure that every new item in a node inherits. By configuring default fields, you ensure consistency across your data — every record captures the same core attributes, making it possible for Gary and SmartBoards to analyze, compare, and report across items reliably. Well-defined fields are the foundation of everything from conditional formatting in SmartLists to AI-powered analysis in SmartLanes.

When to Use This

  • Setting up a new node or collection — Define the fields that all items should have before data entry begins.

  • Standardizing data across teams — Ensure different groups capture the same attributes so cross-portfolio analysis is meaningful.

  • Enabling AI features — Gary and SmartLanes work best when data fields are consistent and well-populated across items.

Viewing Default Fields

After completing a multi-node ingest, you can review your ingested data using list view. CORAS provides several default fields for organizing and tracking items.

  1. Navigate to the collection that holds the nodes where the data was dispersed.

    Navigating to the collection containing ingested nodes

  2. At the top, select List View.

    Switching to list view at the top of the collection

  3. On the left-hand side, select the name of the list that was ingested.

    Selecting the ingested list name from the left panel

  4. Review the ingested items displayed in the list.

    Viewing ingested items with default fields in list view

Default Fields

The following default fields are available in CORAS list view:

  • Title

  • Node Assigned To

  • Status

  • Priority

  • Start and End dates

  • Identification Field

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