- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- 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
- Email Dropbox
Workbooks Exchange Server Sync
- Supported email clients
- Set Up
- What gets synchronised?
- WESS Troubleshooting
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Adding Targets, Conditional Formatting and CSS Styling
- Reporting with multiple currencies
- Drilling into Summary Views
- Improving Report Performance & Run Time
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Reporting Explained
- Exporting Reports
- Types of Split Columns
- Using Calculated Columns
- Audit Reporting
- Okta Authentication
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
- Email & Integration
- Creating & Modifying Picklists
- Desktop Preferences
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- September 2022 Release
- June 2022 Release
- March 2022 Release
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases
- Workbooks Glossary
Dashboard Fields allow you to apply a filter to multiple elements within your Dashboard simultaneously and then apply them in bulk. This can be used when you want to see an individual’s performance when looking at the performance of a team, or activity for a specific month from a Dashboard that reviews annual performance, for example.
To add a Filter to a Report, go to Start > Dashboards and then open your Dashboard. You should then see the option to Edit this dashboard.
Before a Filter can be applied you will need to set up Field Mappings. These Mappings allow you to decide which Column in each Report will have the Filter applied to it. These can be added and reviewed from the Fields tab of the Dashboard.
To add a new Field Mapping choose the Add Button on the Fields tab. This will create a new dialogue box that allows you to provide a Name and Data Type of the Mapping.
Name: The name of your Field Mapping
Data type: The type of input that will be used in your Field Mapping, such as String (Text), Integer, Checkbox or Map Position.
Description: A Summary of the Mapping and how it is intended to work.
Once you have a Name and Data type you can then use the Create button to produce two new Tabs: Field mappings and View filters, you will need to work through these two Tabs in order to fully set up the Filters.
First open the Field Mappings Tab, this is used to set up the mapping between the Report Views and the Field you have created on the Dashboard.
Any existing Field Mappings can be reviewed from this Tab and new Mappings can be created by using the Add button.
To create a Field Mapping you will first need to select the Element you want to map; this can be either a Report or Chart. The Field will remain read only as this is the Dashboard Field that this will be mapped to. Finally, select the Report Column that you want to map this Field to.
Example - setting up a Dashboard Field
In the example below, the Element is the All Leads Report from the Dashboard, and we've selected the Assigned to name column from within that Report as the one that will have the filter applied to it through the Field Mapping.
If you have multiple Elements (Reports or Charts) in the Dashboard which you would like to map to this Field you will need to repeat these steps again, once for each Element.
Once all of your Elements have been mapped you can review these from the Field mappings tab, and edit or remove these as required.
The final step is to apply this Field mapping to a Dashboard View (the same Dashboard Field can be applied to some or all of the Views as needed). From the View filters tab, you can review any existing Views that the Dashboard Field is applied to or select Add to set up the Dashboard Field on a new View.
Once you click Add, you will be able to decide which Dashboard View the Dashboard Field will appear in. Like Field mappings, if there are multiple Views that you want to add the Dashboard Field to they will need to be each added separately. The Operator allows you to select the filter operator such as “Starts with” or “is in calendar range” and these Operators will vary depending on the Data type selected when setting up the Field initially.
Once you have selected an Operator this will create the Filter that can be applied to the Dashboard Field as needed. If the Editable field is checked, this will be used as the Default value and applied when the Dashboard is ran. If the Editable box is not checked then the value entered in this Field will be read only and Users will be unable to change this when running the Dashboard.
Once the Field has been set up as required return to the Main tab and Save & Run the Dashboard.
The Dashboard field will now be available for filters to be applied across the Reports and Charts.
These Filters will also be present on any of the Elements where the Field mapping was set up when the Element is expanded out from the Dashboard itself.
When a Dashboard Field is available on a View, the View button will appear like it would on a regular Landing Page, this has all of the same functionality as a Landing Page; allowing Users to create new Custom Views, name them and set them to the default view as needed.
Once a custom View is created it will be added to the sidebar menu: