Knowledge Base

If you are using our SFTP/FTP Plugin, Stage 1 of this guide is completed automatically and can be skipped. See here for more information. If you are using a custom-built SFTP/FTP Process you should follow

Reporting on the First or Last Item in a Group It is easy to report on the first/last time that something happened using the MIN or MAX functions. For example, if you want to see

Workbooks has the ability to create a set of Activity records against a Case record automatically after creation based on a set of templates. This is useful if there are several actions that must be completed by

Setting up an SFTP/FTP Process is easy, however you should read our Pre-Requisites Guide and Examples Guide before you begin setting up this functionality. Before you can configure an SFTP/FTP process, you need to install a Plugin to

Two of the most powerful parts of Workbooks are the Import tool and the Process Engine. The Import tool lets you define mappings from a set of source data into multiple records in Workbooks, and