Deltek Unionpoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Version 1.4 Build 44 (December 11, 2023)

Learn more about the new features or updates for this version of the Deltek WorkBook connector.

Features/Enhancements

  • Triggers
    • You can now use the Currency trigger when a currency record is created, updated, or deleted in WorkBook.
    • You can now use the Mileage trigger when a mileage record is created, updated, or deleted in WorkBook.
    • The Finance Posting trigger has been updated to allow retrieval of finance postings by type and from a specific date in WorkBook.
  • Actions
    • You can now use the following actions to work with the Company resource:
      • Get Company from WorkBook
      • Search Company in WorkBook
      • Update Company in WorkBook
    • You can now use the following actions to work with the Currency resource:
      • Get Currency from WorkBook
      • Search Currency in WorkBook
      • Create Currency in WorkBook
      • Update Currency in WorkBook
    • You can now use the following actions to work with the Job Schedule resource:
      • Get Job Schedule from WorkBook
      • Search Job Schedule in WorkBook
      • Create Job Schedule in WorkBook
      • Update Job Schedule in WorkBook
    • You can now use the following actions to work with the Mileage resource:
      • Get Mileage from WorkBook
      • Search Mileage in WorkBook
      • Create Mileage in WorkBook
      • Update Mileage in WorkBook
    • For consistency, the following actions for the Client resource have been updated to include additional resource-related fields:
      • Create Client (Customer) in WorkBook
      • Update Client (Customer) in WorkBook
    • For consistency, the following actions for the Employee resource have been updated to include additional resource-related fields:
      • Create Employee in WorkBook
      • Update Employee in WorkBook
    • For consistency, the Create Supplier in WorkBook action for the Supplier resource has been updated to include additional resource-related fields.

Known Issues

None.

Fixed Issues

None.

Compatibility

This connector requires specific versions of components to ensure compatibility.

The following table describes the version compatibility requirements for every component used:

Component Version

Integration Platform

The latest version of Workato.

For information about the latest version of Workato, refer to Workato: Changelog.

WorkBook App

13.3 or later.

For information about the versions of WorkBook, refer to WorkBook Release Notes.