April 2020 Release

April 2020 Release

Release date: 25th April 2020

Highlights of this release:

• Login to Workbooks using your Microsoft credentials.
• Share Landing Pages via a URL.
• Introducing Microsoft Word Templates and the Microsoft Word Add-In.
• New “On The Day” app enhancements to the existing Event Management functionality.

Microsoft Login

Single sign-on to Workbooks via Microsoft Login, is now available from the login screen, as shown below.

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If your organisation subscribes to Microsoft’s Azure Active Directory service (for example you may have this via your use of Office 365), then you will be able to configure Workbooks to allow logins via Microsoft Login. Once configured, users will be able to login to Workbooks by clicking the ‘Login with Microsoft’ button on the login screen and if they have already signed into Microsoft they will not be prompted for any further password.

New users can be provisioned automatically in Workbooks via a User Template that is selected based on their group membership in Azure Active Directory. A User Template defines access to one or more databases in your account, which groups the user will belong to in each of those databases, and which licences will be allocated to the user from the account’s set. This will reduce the amount of time spent creating and configuring new users within Workbooks.

Microsoft Login will require configuration by your Workbooks System Administrator and IT team, please visit our Knowledge Base for our configuration guide.

Note: The Workbooks Advanced Security extension is required in order to use the Active Directory feature, which is included with Pro Editions. If you do not have the Advanced Security extension and would like to take advantage of this functionality, contact your Workbooks Account Manager.

Share Landing Pages Via A URL

We have added the ability to share Landing Pages via a URL link, for example on the people Landing Page, it is now possible to share a saved view via a URL link.

Note: This is not possible with the default out of the box views.

If you navigate to your view on the Landing Page and then click on the (i) button in the top right of the screen, the information window will open and provide you with a unique URL link that can be shared with users that have been given permission to access the saved view. If the view already exists, then it will automatically create the link when you click on the (i) button.          

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You can also hover over the (i) button for quick visibility to the view name and when the view was last updated. Included in this is the ability to see the view name in your browser address bar when the landing page is selected within Workbooks.

As part of the above changes on phones and tablets the option to add to favourites/desktop from the top left screen menu is now available.

Workbooks Word Add-In

Using the Microsoft Word Add-In, customers can populate editable, templated, Microsoft Word documents with data from Workbooks records. These may then be edited, emailed, or converted to PDF.

Word Templates will be used by many customers as an alternative to using our existing PDF Template feature and Word Templates have the advantage of being much easier to edit and adapt to customer requirements.

Clicking here will take you to a video demonstration.                                                                                      

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Templates can include placeholders that pull through specific record values onto the final document. All the information is report driven, so not only are you able to show information from almost any field in Workbooks you can also show information from calculated columns, such as discounts for timely payments. 
 
Once the document has been produced it can be saved locally as a PDF and then emailed to customers and synced back to workbooks using either the Workbooks Exchange Server Sync or Workbooks Dropbox. Alternatively, you can attach the document as a PDF directly to the Record in Workbooks from Microsoft Word.

Note: The Word Add In is currently only supported on Office 365 for Windows and Mac.

For full information, please reference our Workbooks Word Add-in Knowledge Base page.

On The Day Registration

The On The Day Registration App adds functionality to the Event Management module. Using a new ‘Check In’ tab, available on Event records, users can quickly set the status of event attendees to ‘attended’ or add new attendees to the event. For more information please visit our Knowledge Base.                                                   

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Note: A new installation of the Event Management module will automatically include this functionality. Existing Event Management customers who wish to use the feature will need to follow the procedure outlined on our Knowledge Base.