Knowledge Base

What Plugins are and how they are used in Workbooks.

An overview of what Triggers and Webhooks are, and how they can be used to automate processes.

Detailed guidance about various elements of Workbooks Scripts, including the scripts environment, calling the API, desktop actions etc.

An overview of what API is and what it can be used for, including how you can base Dynamic Picklists on this data to create picklist values based on the value in another field.

A business process will often have many steps. In Workbooks you will implement a series of small ‘Processes’ each of which combines to implement a full end-to-end solution. Keeping the steps small makes things much