Workbooks are finalising a new version of Workbooks, which they hope to release in January, subject to the successful completion of final testing. More about the new functionality and full release notes will be made available and circulated nearer to the release date.
This release includes some changes to the Workbooks API. These changes should not have any impact on existing applications or integrations that access Workbooks using their API.
Below is a summary of the new API functionality. Remember you can view the documentation of the API by navigating to Start > Configuration > Automation > API Reference, and on the Beta system this will include the following:
Additions
• New document_currency_weighted_value and home_currency_weighted_value currency attributes have been added to Private::Crm::Opportunity. These are calculated from the total value of the Opportunity with the following formula: weighted value = net value * probability / 100
Thus an Opportunity for £500 with a probability of 80% will have a weighted value of £400. The weighted value is calculated in the home and document currencies, and is displayed in the Analysis section of the Opportunity form.
•A new forecast_status attribute has been added to Opportunities. It is a picklist of values from the new “Sales Forecast Statuses” Picklist that have associated Probability values. The initial default choices are “Commit” (90%), “Possible” (60%) and “Upside” (10%), but they can be modified, removed and added to in Configuration > Picklists. Selecting a specific forecast_status value on an Opportunity sets the probability value too, and thus causes the weighted values to be calculated accordingly.
•A new probability attribute has been added Private::PicklistEntry to allow control over the probabilities attached to the choices in the “Sales Forecast Statuses” Picklist.
•A new direct_sql_import attribute has been added to Private::ImpJob, with a default value of false. This flag will be used in a new feature to enable fast Import in specific limited scenarios.
•A new name attribute has been added to Private::SpringboardItem is always set to the exposed Dashboard’s title.
•A new has_probability attribute has been added to Private::Picklist that specifies whether a Picklist’s value can have associated Probability values. This is to support the new “Sales Forecast Statuses” Picklist that is used in the forecast_status attribute on Opportunities.
Changes:
•The activity_status attribute of Private::Activity::Activity, Private::Activity::Meeting and Private::Activity::Task is now restricted to values from the “Activity Statuses” picklist.