- 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
Take some time to familiarise yourself with the common properties of records, which will help you use Workbooks with ease.
Records in Workbooks are displayed as forms, which are a collection of fields of information. Most fields will be self-explanatory and can be completed by entering text directly into the field. Throughout Workbooks you'll see particular field types that behave in the same way, such as:
- Compulsory fields - Identified by a solid blue line at the left-hand side. You must populate these fields otherwise, you'll be unable to save the record.
- Dropdown picklists - Identified by a down arrow - some picklists allow you to select one option only and others are multi-select.
- Lookups - Identified by the binoculars symbol - these fields allow you to link two records together and create a relationship between them, such as the Employer field on a person record.
- Checkboxes - Simply click in them to add a tick to the box
- Create Activity checkbox - If you check this box then click Save or Save & Close, a scheduled Activity record will be automatically created, linked to the underlying record. By default, this Activity is assigned to the same user as the underlying record.
- Postcode/address lookup - Wherever Workbooks provides address or postcode fields, users (who have integrated Workbooks with Postcode Anywhere) can auto-complete address fields.
- Reveals - Identified by a blue triangle - open up more fields for completion.
- Watch/Stop watching - Add records to the 'My View' section of a Landing Page by clicking Watch.
- View - Switch between Form Layouts
- Sharing Permissions - The padlock symbol allows you to see which users/user groups have access to the record and, if you have the right levels of permission, allows you to change the access.
- Additional Properties - The information symbol contains details about when the record was created/updated, by whom, etc, along with the unique Object Reference for the record.
- Print preview - Allowing you to print a copy of the record.
- Help - Clicking on the question mark symbol anywhere in Workbooks takes you to contextual help within our Knowledge Base.
- Tabs - Find links to different records.
If you need to record data for which there isn't already a field, your System Administrator can create new customised fields on the appropriate record types within Configuration or can build an entirely customised view for that record type.
Line Item Grid
Transaction documents in Workbooks (ie, Quotations, Orders, Invoices, Credit Notes and Supplier Orders) include a Line Item grid where you can record products and services. As with Landing Page grids, you can control which columns are displayed and save your customised layout so it's applied to the Line Item grid of all future transaction documents of that type (but you cannot filter Line Item grids or save your layout as a named view).
When a record is opened in Workbooks, it is assigned a Lock Version which is essentially a hidden integer field on the record in question. When the record is first created it is given a Lock Version of 0. Each time that record is then subsequently updated and saved by a user or via the API the Lock Version increases by 1.
Through the Workbooks UI, it is possible for more than one user to open a record at the same time. When this happens, it is only possible to save one user's changes to that record. The changes made by the first user to click Save are retained. If this happens, the other user will be presented with the following message:
Click Reload to automatically re-open the record and display the latest data (including the changes that the other User saved).
If you click No, the fields will become read-only on the record and you will be presented with a reload button. Workbooks will also display a message at the top of the record highlighting what has happened.
NOTE: Records that are deleted individually (using the symbol) disappear from your database completely and cannot be retrieved, therefore you might want to limit who can delete records. Remember, if you don't have the Advanced Security Module you will not be able to change at a global level who can delete records.
If the 'View' button appears at the top right of the record, that means that there is more than one Form Layout available. For example, there may be a Standard View that all users use with read-only fields and another View for Managers only where the fields are not read-only. To change between the Views, simply click on the button and choose the View you want.
You can click on tabs to open them but if there are too many to display on the screen, you can click on the hamburger icon in the top left to display a list of tabs you can move to . This applies to records and to reports. The hamburger icon will only appear if the screen is too small to display all the tabs at the same time.
Generating PDF documents from records
From each record, you are able to generate a PDF document from a template, which will allow you to conveniently collect the relevant data into a document that can then be printed or sent to the client/organisation.
The "Generate PDF" option will show on all record types, however, please note that certain templates will be required to have been categorised into the relevant category for them to show as available for the relevant record type.