Descriptions
Use System Variables to configure global system variables whose values determine how WorkBook should work. You can identify or enter values, select values from drop-down menus, or select or unselect checkboxes to set the appropriate values for each variable.
To use the System Variables submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.
- Related Topics:
- System Variable Grouping: Absence Entry
Use the System Variables in this grouping to control the settings that affect how absence entries are handled in WorkBook. - System Variable Grouping: Agents Variables
Use the System Variables in this grouping to control the settings that affect how agents variables are handled in WorkBook. - System Variable Grouping: Approvals
Use the System Variables in this grouping to control the settings that affect how approvals are handled in WorkBook. - System Variable Grouping: Automations and Triggered Actions
Use the System Variable in this grouping to control the settings that are related to the automated processes and triggered actions within your WorkBook system. - System Variable Grouping: Calendar Synchronization
Use the System Variables in this grouping to set up and use calendar synchronization using Azure or Google. - System Variable Grouping: Clients
Use the System Variables in this grouping to define and control settings that relate to client setup. - System Variable Grouping: Conversation Center and Inbox
Use the System Variables in this grouping to apply certain restrictions on how users, departments, and companies can participate in conversations in WorkBook. - System Variable Grouping: Creditor Invoice Management
Use the System Variables in this grouping to control the settings that affect how creditor invoices are handled or managed in WorkBook. - System Variables Grouping: Creditor Payment Proposal
Use the System Variables in this grouping to control the settings that affect how creditor payment proposals are handled in WorkBook. - System Variable Grouping: Creditors
Using the System Variables in this grouping enables you to control specific parameters related to transactions and processes that involve creditors. - System Variable Grouping: CRM
Use the System Variables in this grouping to define and control the settings related to pipeline management. - System Variable Grouping: Currency
Use the System Variables in this grouping to control defaults and other information related to currency. - System Variable Grouping: Customer Portal
Use the System Variables in this grouping to control the settings that affect how the customer portal is handled in WorkBook. - System Variable Grouping: Dashboard
Use the System Variables in this grouping to define and control storage-related settings for dashboard files. - System Variable Grouping: Debtors
Use the System Variables in this grouping to control the settings that affect how debtors are handled in WorkBook. - System Variable Grouping: Document Management & Storage Provider
Use the System Variables in this grouping to define and control the settings related to default document storage, document validity management, and file naming structure. - System Variable Grouping: Email Import
Use the System Variables in this Grouping to define and control the settings related to email import. - System Variable Grouping: Employees
Use the System Variables in this grouping to control the settings that affect how employees are handled in WorkBook. - System Variable Grouping: Expense Entry
Use the System Variables in this grouping to define how WorkBook handles expense entries. - System Variable Grouping: Finance
Use the System Variables in this grouping to control the settings that affect how finances are handled in WorkBook. - System Variable Grouping: Implementation Variables
Use the System Variables in this grouping to control the settings that affect how implementation variables are handled in WorkBook. - System Variable Grouping: Inter-Company
Use the System Variables in this grouping to set values used in Inter-Company functionality related to multi-company WorkBook systems. - System Variable Grouping: Job Triggers
Use the System Variables in this grouping to control the settings that affect how job triggers are handled in WorkBook. - System Variable Grouping: Jobs
Use the System Variables in this grouping to control the settings that affect how jobs are handled in WorkBook. - System Variable Grouping: Language & Localization
Use the System Variables in this grouping to set defaults related to language, country code, currencies, and others. - System Variable Grouping: Login & Password Policy
Use the System Variables in this grouping to set values that are related to logging into WorkBook and other settings that are more indirectly related to the login process. - System Variable Grouping: Material Entry
Use the System Variables in this grouping to specify how users handle material entries in WorkBook. - System Variable Grouping: Mileage Entry
Use the System Variables in this grouping to control certain parameters that affect how mileage entries are handled in WorkBook. - System Variable Grouping: Miscellaneous & Abandoned Settings
Use the System Variables in this grouping to control the settings that affect how miscellaneous and abandoned settings are handled in WorkBook. - System Variable Grouping: New Job
Use the System Variables in this grouping to control the settings that affect how new jobs are created in WorkBook. - System Variable Grouping: Notifications & Conversations
Use the System Variables in this grouping to specify and maintain settings related to conversations and system-generated notifications. - System Variable Grouping: Price Quote
Use the System Variables in this grouping to set up and control WorkBook's Price Quote (PQ) functionality. - System Variable Grouping: Purchase Orders
Use the System Variables in this grouping to control the settings that affect how Purchase Orders are handled in WorkBook. - System Variable Grouping: Reports
Use the System Variable in this grouping to control the settings related to reports. - System Variable Grouping: Retainer Project
Use the System Variables in this grouping to specify and manage the settings for retainer projects. - System Variable Grouping: Sales Invoice
Use the System Variables in this grouping to control the settings that affect how Sales Invoices are handled in WorkBook. - System Variable Grouping: Scheduling, Allocation & Tasks
Use the System Variables in this grouping to control the settings that affect how scheduling, allocation, and tasks are managed in WorkBook. - System Variable Grouping: Security
Use the System Variables in this grouping to control the various settings related to security, as well as other settings indirectly related to it. - System Variable Grouping: Setup
Use the System Variables in this grouping to control various settings in your WorkBook system. - System Variable Grouping: SMTP
Use the System Variables in this grouping to define and control settings that relate to outbound email communication. - System Variable Grouping: Technical Variables
Use the System Variables in this grouping to control the settings that affect how technical variables are handled in WorkBook. - System Variable Grouping: Ticket Coupon
Use the System Variable in this grouping to determine how ticket coupons are handled in WorkBook. - System Variable Grouping: Ticket System
Use the System Variables in this grouping to establish and maintain settings related to the Support System - System Variable Grouping: Time Entry
Use the System Variables in this grouping to control the settings that affect how time entries are handled in WorkBook. - System Variable Grouping: Time Entry Description
Use the System Variables in this grouping to control the settings that affect how time entry descriptions are handled in WorkBook. - System Variable Grouping: VAT
Use the System Variable in this grouping to control the settings related to VAT. - System Variable Grouping: WIP Adjustments & Variables
Use the System Variables in this grouping to control the settings that affect how WIP adjustments and variables are handled in WorkBook.
Parent Topic: System Variables