Knowledge Base

Workbooks has the ability to create a set of Activity records against a Case record automatically after creation based on a set of templates. This is useful if there are several actions that must be completed by

Setting up an SFTP/FTP Process is easy, however you should read our Pre-Requisites Guide and Examples Guide before you begin setting up this functionality. Before you can configure an SFTP/FTP process, you need to install a Plugin to

Two of the most powerful parts of Workbooks are the Import tool and the Process Engine. The Import tool lets you define mappings from a set of source data into multiple records in Workbooks, and

Server Requirements and Configuration Workbooks provides all customers with the scripts necessary to configure an SFTP/FTP Import or Export process out of the box via our Script Library. However, there are some pre-requisites that need