Categories and Workspaces for Entities of Specific Forms

In MYOB Acumatica, you can specify a category and the workspace you want to save a form or a report to. On the forms below, you can create entities for which the separate links can be placed to the system. You can easily define the workspace and category in which each entity created on these forms is organized:

The needed workspace and category of a particular entity are specified in the Workspace and Category boxes of the related forms.

Any application resource, dashboard, generic inquiry, pivot table, or ARM report is visible in the system (listed on the Site Map (SM200520) form) when a user saves the new entity for the first time. When the site map title is specified for a new entity created on one of these forms, the system inserts the default values in the Workspace and Category boxes, thus causing the entity to be placed in the default workspace and category for the type of entity. A user can either leave the default values or change them to the needed ones. The following table shows the default values of these boxes on each of the forms where these entities are created.
Table 1. Default values of the Workspace and Category boxes for new entities
Form title Workspace Category
Application Resources Data Views Other
Dashboards Data Views Dashboards
Generic Inquiry Data Views Inquiries
Pivot Tables Data Views Pivot Tables
Report Definitions Report definitions of the GL type: Finance Financial Statements
Report definitions of the PM type: Projects Reports

For an existing entity, a user may override the values in the Workspace and Category boxes any time.

The Workspace and Category Boxes on the Application Resources Form

On the Application Resources (SM301010) form, which is shown below, the Workspace and Category boxes are displayed in the Summary area.

Figure 1. Location of the boxes on the Application Resources form


The Workspace and Category Boxes on the Dashboards Form

On the Dashboards (SM208600) form, the Workspace and Category boxes are displayed in the Summary area, as shown in the following screenshot.

Figure 2. Location of the boxes on the Dashboards form


The Workspace and Category Boxes on the Generic Inquiry Form

On the Generic Inquiry (SM208000) form, the Workspace and Category boxes are displayed in the Summary area. (See the following screenshot.)

Figure 3. Location of the boxes on the Generic Inquiry form


The Workspace and Category Boxes on the Pivot Tables Form

On the Pivot Tables (SM208010) form, which is shown in the following screenshot, the Workspace and Category boxes are displayed in the Summary area.

Figure 4. Location of the boxes on the Pivot Tables form


The Workspace and Category Boxes on the Report Definitions Form

On the Report Definitions (CS206000) form, the Workspace and Category boxes are displayed in the Site Map section. (See the following screenshot.)

Figure 5. Location of the boxes on the Report Definitions form