Add External References to a Resource

Depending on your role in WorkBook, you can add external references to resources in Resources. For example, you can use external references to import data such as vendor invoices and media orders from MediaForce to WorkBook. For companies and employees, you can also add external references in Settings.

Note: You must have permission to add, delete, and modify resources to complete this task.

To add external references to a resource:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource to which you want to add external references by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information / to display the resource information card.
5. On the side toolbar of the resource information card, click External References .
6. Add external references as needed.