> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.sfcodebot.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Generating a Workbook in Codebot for SAP SuccessFactors

This step-by-step guide will walk you through the process of generating a workbook in Codebot.


1. Log in to Codebot. On the dashboard select any module that you want to explore.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1yyihgt.png)
 
2. Then, enter into your workspace. Or, if no workspace exists yet, create an iteration from here.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1p550hh.png)

*  Click on ‘Add New Iteration’

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_bw7l09.png)
 
* Select the company instance from the drop down. Ensure all necessary fields are correct including SFSF Username. Add a Description. Finally, click on ‘Submit Form’.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1b09v71.png)
 
* The iteration has been successfully created.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1i4c88l.png)
 
3. Once the iteration is created, click on the hamburger menu, and then click on Generate workbook.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_18luzmt.png)

4. Login using **Single Sign-On (SSO)** if it is enabled. If SSO is not available, enter your SuccessFactors password instead. Under **Advance Options**, you can either select **“Select All”** to generate the complete workbook or manually choose only the tabs you want to include. Add your **Execution Notes**, then click **Confirm and Start** to initiate the workbook generation process.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_5avi2b.png)
 
5. Notice the status change to Processing.
* Click the “i” icon to track the progress of the execution.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_12ys73m.png)

* Refresh the logs to view the updated information in the tracking request ID logs.
* Once you have three successful lines in the detail logs, you have validated that the bot has been credentialed correctly. 
* You can now leave the screen if you like, and wait for the action to complete.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_9rmlgy.png)
 
6. Once the process completes, review the logs to ensure there were no errors.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_iz1boa.png)
 
7. Open the workbook and review every tab to make sure that the data has populated successfully.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1wdco24.png)
 
**Note:** if you need further assistance, please send us the **Tracking Request ID** via the chat box in the lower right-hand corner.

Thank you!