Levels
You curate every entity at three depths, and the caller picks one per request. Levels size the payload to the question: one deep record for “what’s the status of this deal,” 25 lean rows for “which deals close this quarter.”
The three levels
| Level | Field cap | Includes |
|---|---|---|
list | 10 | Identifying fields, plus metrics marked available at list level |
standard | 20 | Fields and metrics |
detailed | 30 | Everything: fields, metrics, related lists, references, enrichments |
detailed is the default when the caller doesn’t name a level. The caps count flat fields on the record only. Metrics, related lists, references, and enrichments have their own controls.
Levels are cumulative
Each level includes everything the leaner levels include. Curate outward: fields that identify a record for list, fields that describe it for standard, the rest for detailed.
list sets the columns everywhere
An entity’s list fields also become the columns wherever its records appear inside another payload:
- Rows in a related list on a parent record
- Rows returned by Find Records
- Rows in a records-shaped enrichment result
Unexpected columns in a related list come from the child entity’s list curation, not from a setting on the parent.
Elements and levels
Every element declares a minimum level — the leanest request it appears in. It renders at that level and every richer one. Metrics and formulas default to list: they’re cheap, and a single number often replaces a list of rows. Enrichments default to detailed: a source runs code, typically a query per record.
TIP
ContextWorks skips an element below the requested level and says nothing: no warning, no logged issue. If a metric you expected is missing from a payload, check its minimum level first.
Pin a level
An entity can pin a level, overriding what the caller asks for. Pin one only when a view makes sense at exactly one depth. Most entities should let the caller choose.
Related lists and references are detailed-only
You configure related lists (rows × fields) and references (a whole second record) at detailed, and they render only there. For a summary of child records at a leaner level, use a metric: “12 open cases” instead of twelve rows.
What’s next
- Elements — the shared library of metrics, formulas, and enrichments.