Custom Workspaces
Use the Custom Workspaces node to Add, Edit, Delete, Copy, Set as Default, and Hide/Show additional workspaces in Workspace (Desktop and Mobile).
A workspace is a set of links and pages configured within the sites system that provides easy access to your most used business functions. Additional workspaces can be SmartForms or external web sites used within your organization. The default Workspace (Desktop and Mobile) is added during the product installation. You can add your sites using this page. Create the workspace, and then add links to your workspace menu. Those links will show as a menu on the left frame of your workspace, and when clicked on, the links display in the right side of the workspace page. See How To: Create a Custom Workspace for information about specifying a landing page and creating a custom menu to personalize Workspace (Desktop and Mobile).
Click Custom Workspaces in the Users menu.
The Workspaces list displays.
Menu Option | Action |
---|---|
Add | Click Add to add a new Workspace site configuration |
Edit | Select a Workspace site configuration and then click Edit to change its settings |
Delete | Click Delete to remove a Workspace site configuration from the list |
Copy | Select a Workspace site configuration and then click Copy to create a new copy of that site |
Refresh | Click Refresh to reload the list after making changes |
Set As Default | To change the default workspace site, select the new default workspace from the list and click Set As Default |
Hide/Show | Use the Hide/Show option to set the visibility of a workspace in the list of available workspaces on the Workspace (Desktop and Mobile) apps |
List Option | Description |
Name | The name of the workspace |
Description | A brief description of what the workspace provides |
Default | Shows if the workspace has been set as the default site. |
Visible | Shows if the workspace is configured to be visible |
Click the forward or back arrows to navigate the list of workflows when the list is longer than a single page.