Important: This topic is for the Dashboard. To view the content for the Classic Dashboard experience see Workspaces & Dashboards (Classic).
For information on Classic experiences, see Archer Classic Experiences.
Workspaces often address a single business area, with dashboards for different users within that area.
Each time an Application Builder administrator creates a new solution, a workspace is automatically created for that solution.
You can also create a new workspace from scratch.
On this page
Creating Workspaces
Task 1: Create a workspace
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From the menu, click
> Workspaces and Dashboards, and click Workspaces. -
Click
. -
In the General Information section, enter a name and description.
Note: If this workspace was automatically created for a solution, the name is pre-populated with the solution name.
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In the Options section, select whether the workspace is required, optional or default for end users, and whether they can create personal dashboards in the workspace.
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(Optional) Attach documentation to your workspace.
Task 2: Select the solutions to display in the workspace menu
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Go to the Workspace Menu tab.
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Select the solutions that you want to display on the workspace menu. You can choose either all or specific solutions.
Note: What the user ultimately sees on the workspace menu depends not just on what you select here, but on what solutions they have permissions to view.
Task 3: Add quick links
Quick Links are useful for providing fast access to frequently viewed features. The first 30 characters of each quick link display in the toolbar. You can view all characters and quick links by clicking the ellipsis on the toolbar.
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Go to the Quick Links tab.
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Click
. -
Define the properties of the quick link.
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From the Type list, select the quick link type you want to add.
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In the Link To Field, select or enter the object that you want to link to. If you select an external link, the page will open in a new tab.
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Enter a display name and description.
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Repeat steps 2 - 6 for any additional quick links.
Task 4: Add dashboards
If you have not created any dashboards that you want to add to this workspace, you can skip this task and return to add them later.
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Go to the Dashboards tab.
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Click
. -
Select the dashboards that you want to add, and click Apply.
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(Optional) Click
to rearrange the order of these dashboards.
Task 5: Determine who can access the workspace
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Go to the Access tab.
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Select whether you want the workspace to be public or private. If you select private, select the users, groups, roles, or solutions that you want to give access to.
Note: If this workspace was automatically created for a solution, the administrator who created the solution is automatically assigned access rights.
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Click Save.
Managing Workspaces
The Manage Workspaces page is your starting point for all workspace tasks. You can view, copy, and delete existing workspaces, create new workspaces, and configure their display order.
Copy a workspace
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From the menu, click
> Workspaces and Dashboards, and click Workspaces. -
Click
in the Actions column, to create a copy of a workspace from an existing workspace. -
Update the workspace as needed, and click Save.
Delete a workspace
Deleting a workspace permanently removes the workspace and any personal associated dashboards from the database. Deleting a workspace does not delete any global dashboards associated with the workspace.
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From the menu, click
> Workspaces and Dashboards, and click Workspaces. -
Click
in the Actions column. -
Click Delete.
Configure the display order
If you have many workspaces, they may not all display on the navigation menu. In this case, a More tab displays to allow you to access these additional workspaces. You can configure the display order so that your most important workspaces are always visible.
- From the menu, click > Workspaces and Dashboards, and click Workspaces.
- Click .
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Drag the workspaces into a new order, and click Apply.
