Automation

Many business processes involve the same tasks being performed on a regular basis. Workbooks can automate these tasks, helping your team save time, work more efficiently, and reduce the risk of human error.

The Automation area within Workbooks allows you to define Processes and enable them to be run according to a schedule, when a record is changed, or when requested via a process button. These forms of Process invoke Workbooks Scripts which contain step-by-step programming instructions.

The concept of a ‘Script’ in Workbooks, is separate from that of a ‘Process’, to enable users to easily create multiple processes without necessarily requiring many scripts. For example, you might create a ‘USD order’ Process Button and a ‘GBP order’ Process Button. Each invokes the same Script, but with different parameters.

Workbooks Scripts are maintained and run within Workbooks and are built using a widely-used programming language called PHP. You may have the in-house skills to write the required PHP but if not, you can engage Workbooks to write the Scripts for you. Workbooks also provides a ‘Script Library‘ within the Scripts area which contains frequently requested scripts and samples to get you started.  Scripts that you use for processes can be held either in your own My Scripts library or in the global Script Library. Scripts stored in the global Script Library are generic but offer the benefit of being maintained by Workbooks.