Knowledge Base

Within a Landing Page view, you can apply a change to the records in the view by using the Bulk Actions functionality. This can be all records, or a subset which have been defined by applying

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

  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

Workbooks enables you to export data from Workbooks grids in a format that’s compatible with Microsoft® Excel™ or in CSV format

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