Creating Workspaces

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

Task 1: Create a workspace

  1. From the menu bar, click Admin menu > Workspaces and Dashboards, and click Workspaces.
  2. Click Add.
  3. In the General Information section, enter a name and description.

    4. Note: If this workspace was automatically created for a solution, the name is pre-populated with the solution name.

  4. 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.
  5. (Optional) Attach documentation to your workspace.

Task 2: Select the solutions to display in the workspace menu

  1. Go to the Workspace Menu tab.
  2. Select the solutions that you want to display on the workspace menu. You can choose either all or specific solutions.

    3. 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.

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.

  1. Go to the Quick Links tab.
  2. Click Add.
  3. Define the properties of the quick link.
  4. From the Type list, select the quick link type you want to add.
  5. In the Link To Field, select or enter the object that you want to link to. If you select an external link, select the behavior for how that link should open.
  6. Enter a display name and description.
  7. Repeat steps 2 - 6 for any additional quick links.

Task 4: Add dashboards

If you have not yet created any dashboards that you want to add to this workspace, you can skip this step and return to add them later.

  1. Go to the Dashboards tab.
  2. Click Add.
  3. Select the dashboards that you want to add, and click Apply.
  4. (Optional) Click Configure Display Order to rearrange the order of these dashboards.

Task 5: Determine who can access the workspace

  1. Go to the Access tab.
  2. 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.

    3. Note: If this workspace was automatically created for a solution, the administrator who created the solution is automatically assigned access rights.

  3. Click Save.