Upvise supports the use of custom JavaScript code within forms, dashboards, and other parts of the platform. This allows you to extend functionality and tailor the experience to meet your specific business needs.
Workbench Standard Code
At Workbench, we maintain a library of standard code—these are core functions of our product developed, updated, and supported by our internal development team.
Standard code is updated as part of our regular fortnightly release cycle.
These updates ensure platform stability and consistency across all users.
Any changes or updates to standard code must be handled by the Workbench team to ensure proper integration and long-term support.
Identifying Workbench Code
Standard Workbench scripts are deployed and managed using special script tags that allow our release system to detect and update code.
Code Block Structure:
Workbench Standard Code Blocks | Workbench Custom Code Blocks (Site Specific) |
// [BEGIN STANDARD] // Standard code managed by Workbench // [END STANDARD] | // [BEGIN CUSTOM] // Your company’s custom code managed by workbench // [END CUSTOM] |
Start of the script | End of the Script |
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Avoid making changes within these code blocks—any edits here will be overwritten during the next update.
Deploying Your Own Custom Code
If you wish to implement your own JavaScript in Upvise:
Check Existing Code First
Review existing script blocks before adding new code. Do not modify or copy Workbench-managed scripts.
Use Clear Comments
Use comments to identify your custom code. This helps our team distinguish between Workbench code and your additions.
Test in a Safe Environment
Always test your code in a controlled environment. Use Upvise roles to restrict visibility and avoid disruptions in your live database.
⚠️ Important Risks
Adding or editing existing JavaScript in Upvise comes with the following risks:
Overwritten During Updates
Any edits within Workbench-managed code blocks will be automatically replaced during our next scheduled release.
Custom logic inserted into standard code may be lost without warning during updates.
No Compatibility Guarantee
Workbench standard scripts are not tested for use with third-party or custom code. Compatibility of your custom code with future workbench releases is not guaranteed.
Support
Workbench provides limited support for non-standard code. Time spent troubleshooting or reviewing or writing code is billed at our standard hourly rate.
Upvise Terms of Use
Before applying any code changes, please ensure you are compliant with Upvise's Terms of Use and API Terms of Use:
Failure to comply with these terms may result in limitations or restrictions on your Upvise account.