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Customising Form Layouts
... Customising Form Layouts Before starting to customise a form layout give some thought to which Users / User Groups are going to use the version you're c ...
Processes
... Processes A business process will often have many steps. In Workbooks you will implement a series of small ' Processes ' each of which combines to impleme ...
Creating a blank Report
... Creating a blank Report After selecting to create A new blank report , you will see the full list of 'object types' (ie, ...
Workbooks Scripts
... Workbooks Scripts Workbooks Scripts Workbooks Scripts contain the detailed instructions which are run when Processes are invoked. They ...
January 2012 Release
... Winter (January) 2012 Release Winter (January) 2012 Release Workflow and Automation Features Workbooks now includes the ab ...
Workbooks Script External Access
... Workbooks Script External Access Externally-Accessable Services The set of services permitted using 'External Access' are: Web services : HT ...
Script Library
... Script Library The Script Library is an area where Workbooks staff publish useful Scripts and code snippets for customer use. In particular MailChimp inte ...
Automation
... Automation In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks ...
How Workbooks Runs Scripts
... How Workbooks Runs Scripts How Workbooks Runs Scripts A Workbooks Script can be very flexible and hence for security reasons Scripts are run &q ...
Process Logging
... Process Logging Each time a process runs it creates a detailed Process Log . This includes a trace of all API interactions with ...
Frequently-asked API Questions
How do I get started with the API? Take a look at the documentation for Automation which includes some simple examples like this one . What Edition do I need for API access? You can use the API with any edition of Workbooks ...
Automatically matching and allocating leads
We have now created a template script which makes it easy to efficiently handle inbound leads. You will find the Lead Matching and Allocation script in the Script Library . Because it's a script it's easy to adapt it if it doesn't ...
Sending quotes
Hi, On our system the sending of quotes by email requires you to choose to send an email, once in the email editor you then have to chose an email template and then a recipient. Now the attachment of the pdf version of the quote is autom ...
Email to Case
It's straightforward to set up Workbooks to create new cases, and update existing cases, via email. The idea is that users can send an email to a support email address, the email is logged in Workbooks, and an acknowledgemet email is sent back to the us ...
Workbooks Automation in Action
Automating Processes Is Now Fun! Since we released support for the automation of Workbooks processes we have had a lot of interest from customers, and we have used it extens ...