Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- 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?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- 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
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Custom Fields & Processes
A list of the Custom Fields and Processes created via the SharePoint Plugin within Workbooks and how they are used by the integration
This integration has been deprecated due to changes made by Microsoft that prevent Sharepoint from being displayed as an Iframe.
Custom Fields
The Plugin automatically installs the following configuration for use with the integration. The fields listed are hidden by default, therefore we recommend manually configuring the Organisation/Case Form Layout as required once the Plugin installation has completed.
| # | Record Type | Field Name | Data Type | Field Description |
| 1 | Organisation | Sharepoint | iFrame | Used by the integration to display a Sharepoint Folder Structure for a given Organisation record. |
| 2 | Cases | Sharepoint | iFrame | Used by the integration to display a Sharepoint Folder Structure for a given Case record. |
| 3 | Organisation | Sharepoint Folder Id | Text | Used by the integration to store a Sharepoint Folder id after it is created by the integration. |
Automated Processes
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SharePoint (Web Process): This process is used to display the SharePoint UI from a Workbooks record on a SharePoint iFrame tab. It also deals with authentication to Microsoft on behalf of an Admin User.
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SharePoint (Integration Process): This process is available from Configuration > Email & Integration > Sharepoint to allow you to configure authentication with Microsoft, and the integration’s settings such as which SharePoint Site is used.