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  1. Welcome! How can we help?
  2. WorkPoint 365
  3. Technical Documentation (version 4)

Technical Documentation (version 4)

This section contains documentation related to version 4.0 of WorkPoint 365.

  • Calling the WorkPoint API from Power Automate Flows
  • Creating Planner Plans for Entities
  • Using Azure AI for Entity Creation
  • Batch Change Stage
  • Buffer Sites
  • Calling HTTP endpoints in System Processes
  • Changing stages with WorkPoint Automate
  • Configuring OAuth Credentials for HTTP Endpoints
  • Content type hub
  • Copying entity content
  • Create documents, folders and items
  • Create items using custom JSON
  • Create multiple documents from templates
  • Create multiple tasks from templates
  • Creating a new WorkPoint Automate process
  • Creating Application Registration for Authentication
  • Creating Business Modules (Version 4)
  • Creating tasks suggested by AI
  • Cross Module Parenting
  • Customer offboarding
  • Data aggregation
  • Data inheritance
  • Editing a WorkPoint Automate process
  • Email Assistant profiles
  • Event Bus
  • Executing WorkPoint Automate processes
  • Exporting and Importing WorkPoint Solutions
  • Filtering a Lookup Field Based on Parent Selection
  • Filtering an Entity Search Form Based on Parent Selection
  • How WorkPoint365 accesses customer documents
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