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Knowledge Base

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Knowledgebase articles

Roadmap

Continuous Improvement

At Workbooks we enhance our products based on customer feedback. We actively encourage customers to suggest new ideas and provide tools for customers to vote on the features they would most like to see in the product. You can log these ideas with Support.

We typically run a 3-4 month development cycle and this agile approach to development allows us to respond quickly to market demands and to feedback from our customers.

Releases

Releases are normally carried out early on a Saturday morning (UK time) to reduce impact on customers. The service is unavailable for a short period during this time, but normally no more than 30 minutes.

How will you know?

We notify our customers of an upcoming release in the week before it is scheduled. This is sent via a Bulletin within Workbooks to all users, and/or via email, depending on your notification preferences. The notification includes the date and time that the release will happen, and the full Release Notes of the changes that are included.

For customers with more complex configurations, automations or integrations, we send an Advanced Notification of Release, via email, about a month before the release.  The notification contains details of the changes to the API, and details of how to access our Beta environment. It will not contain the Release Date, as it won’t have been confirmed at this point, just the rough period we are aiming for.

The Beta environment contains the latest code that’s in development, and copies of the customer databases, to allow testing to be carried out ahead of the release.

If you are not receiving these advanced notifications and would like to, please contact our Support team.

API Changes

Product Releases may make changes to the API to add new endpoints, or new fields, corresponding to new features. No features are removed from the API, unless we are certain that it is an old function and no longer used, and all changes are always backwards compatible.

Post-Release

After a Release has happened, you can still access the Release Notes on the Knowledge Base. In the weeks following, we also send out bulletins that contain reminders and tips for the new functionality, and run a webinar to run through all the changes. These webinars are recorded and can be accessed later in the Resources area of the website.

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