Bulk Actions Last updated : 7th November 2024 It is possible to perform some actions on more than one record at once, like a bulk update or bulk delete Continue Reading
Customising Views Last updated : 7th November 2024 How to save views, add reports as views, set a default view, share a view and manage saved views. Continue Reading
Deleted Items Last updated : 7th November 2024 Deleted Items offers users a way to recover records that were deleted within Workbooks or via a Process. These can be accessed from the Start Menu from Start > Deleted Items. You are able to Continue Reading
Edit Grids Last updated : 7th November 2024 Edit Grid Overview To make editing lots of records of the same type quicker, on a Landing Page you can activate ‘Edit Grid’ and carry out inline editing of your data. This is only available within Continue Reading
Exporting Data Last updated : 7th November 2024 Workbooks enables you to export data from Workbooks grids in a format that’s compatible with Microsoft® Excel™ or in CSV format Continue Reading
Exporting to MS Excel Last updated : 7th November 2024 Workbooks can export data in a format compatible with Microsoft® Excel™. Note that it is not compatible with most other spreadsheet software such as Google Spreadsheet and the Open Office spreadsheet (‘Calc’) – for these applications Continue Reading