- Welcome to the Knowledge Base
- Introduction
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Marketing
- Introduction to Marketing
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
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Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Product Area Questions
The Case Portal can be configured to show helpful questions next to another field when a given Product Area is selected.
To use this feature, you must:
- Switch on the setting Show Product Area Questions, on the Advanced Features tab
- Select which field will be used to drive your Product Area questions in the setting Which Field Stores the Product Area?, on the Advanced Features tab
- Select which field the questions will show beside when a Product Area is selected in the setting Show Questions Next To Field, on the Advanced Features tab
- Configure Questions for each of the Product Areas that require them from the selected field, on the Product Area Questions tab
- Configure two field mappings (on the Field Mappings tab) for each of the fields selected in Which Field Stores the Product Area? and Show Questions Next To Field.
Configuring Field Mappings
Create a new Field Mapping under the Field Mappings tab, by clicking Add New. Populate the following information for a Product Area field mapping:
- Portal Field: Set to "Product Area"
- Portal Field Type: Set to "Picklist"
- Picklist Type: Set to "Picklist"
- Icon: Choose a suitable icon, most likely the "Product" option
- Workbooks Field Name: Select the Product Area field from your Case records, as configured on the Which Field Stores the Product Area? setting under the Advanced Features tab
- Required?: Choose whether to make this field required for portal users raising a new case.
- Show on Case Info?: When the portal user views a Case record in the portal, show this field on the Case Description tab.
- Help Text: Enter some suitable help text which will appear under the Product Area field in the Case Portal
- Sort Order: Choose where you would like the field to appear on the Raise New Screen. Enter a number here or leave blank to sort by the Order in which the fields are added.
Repeat this process for the Description field mapping. NOTE: This step is not required if the setting Hide Default Fields on Raise New Case Screen? on the Advanced Features tab is set to Off as this field is added automatically by the Case Portal as a default mapping.
Configuring Questions
Under the Product Area Questions tab, click Add New.
Select a Product Area value (this list will show the values from the chosen field from the setting Which Field Stores the Product Area?, on the Advanced Features tab. You may need to reload the plugin to get values to show in this list after turning the functionality on.
Enter the Question Text as required. Use the HTML line break tag "<br>" to separate each question on a new line, then click Add.
Repeat for each Product Area value that requires questions to show in the Case Portal, then click Update Settings to store the values. In the Case Portal, when a user clicks Raise New Case, and selects the Product Area, the configured questions show beside the field selected in the setting Show Questions Next To Field on the Advanced Tab, providing you have also configured this field as a mapping on the Field Mappings tab.