How to: Create a Workspace#
1. Go to the Administration menu.#
2. Open UI Pages.#
3. Select the New button.#
4. Select a Change Set.#
Choose an existing Change Set or create a new one. Select Next to continue.
5. Enter the UI Page information.#
On General Data:
- Enter a unique Name.
- Set UI Type to Page.
- Set Scope to Workspace.
- Choose the Layout for the intended display.
The Workspace scope supplies the Workgroup and User context properties used by the widget templates.
6. Create the UI Page.#
Select Create to save the new UI Page and open its builder.
7. Add a Grid widget.#
In the Widgets panel of the builder, open Interaction. Drag the Grid onto the empty canvas.
Note
This example uses a Grid widget. Filter and Filter Tabs widgets also provide templates for UI Pages with Workspace scope. These templates configure filters or views for the selected Workgroup.
8. Open the Grid settings.#
9. Select the Columns tab.#
Select and choose, for example, Resource from the templates.
Review the generated columns, data source, and links. Keep the template connections that supply the Workgroup context and the Grid data.
Info
For the generated configuration and other templates, see Grid Templates.
10. Save the Grid and UI Page.#
Select Save and Close in the Grid settings.
Then select Save in the UI Page builder to save the page configuration.
11. Request approval and make the UI Page Effective.#
Complete the Change Set approval process with the authorized approver. If the Change Set does not make its items Effective on approval, set the approved UI Page version Effective.
Info
For approval and effectiveness, see How to: Set Effective a Versioned Entity.
The Workspace is now Effective and ready for access configuration.
Info
To configure and verify access, see How to: Give a User Access to a Workspace.