CSM FAQ
What happens when a field loads that would normally be calculated on load?
When a calculated field is configured to calculate on load in Cherwell, Cortex does not re-execute the calculation logic.
Instead:
- The last stored value of the field is displayed.
- The calculation is not re-evaluated at load time.
- Any logic dependent on recalculation must be handled upstream prior to archiving.
This ensures archive stability and predictable rendering of historical records.
What happens for relationships that use the "Load on Reference" flag?
In Cortex, data loading is performed per control, not globally per business object.
As a result:
- The "Load Immediately" flag does not directly impact Cortex behavior.
- Each control issues its own query when it is rendered.
- If a control references a relationship, that relationship's data will load at render time.
- If a relationship is not referenced by any control, it will not load.
In practical terms, relationships behave as "load on reference" rather than strictly honoring the legacy "Load Immediately" setting.
Are user roles honored for visibility?
By default, Cherwell roles are not automatically enforced in Cortex.
However, this behavior can be configured.
There is a Cortex Security Group setting that can be enabled to restrict visibility so that:
- A Cortex security group can only view business objects
- If their corresponding Cherwell role would have had access to them
This provides optional role-aligned visibility enforcement when required for compliance or security parity.
Are system functions supported?
Many Cherwell system functions are supported in Cortex.
However:
- Some system functions are not yet implemented
- Support coverage depends on function type and complexity
If you encounter a system function that:
- Does not behave as expected, or
- Is not currently supported
Please report it. Additional support may be added based on demand and feasibility.