To Manage Workspaces in a Customization Project

You can add to a customization project the following types of items:

MobileSitemapWorkspace: This item contains general data, such as the name of a workspace, its sequential number, and its icon.
MobileSitemapWorkspaceItems: This item contains the screens included in the workspace.
MobileSitemapWorkspaceWidgets: This item contains the KPI widgets included in the workspace and its screens.

We recommend that you add screens to the workspace of the mobile app in MYOB Acumatica. If you were to add a new screen to the mobile app by using the Add New Screen command on the Mobile Application page of the Customization Project Editor, the new screen would be added to the Other workspace by default. To avoid this, you need to add this screen to one of the workspaces on the Mobile Workspaces (AU220013) form, as described in the To Add a Screen to a Workspace section of the To Manage Workspaces in a Customization Project topic.

To Add a Workspace to a Customization Project

To add any workspaces to a particular customization project, perform the following steps:

Open the Customization Projects (SM204505) form, and in the Project Name column, click the link of the customization project. The Customization Project Editor opens.
In the navigation pane, click Mobile Application to open the Mobile Application page.
On the More menu of the page, click Manage Workspaces.
The Mobile Workspace page opens.
On the page toolbar, click Add New Record.
The Add Workspace dialog box opens. The dialog box contains workspaces that you have modified. These include workspaces for which you have added any screens or widgets on the Mobile Workspaces (AU220013) form, new workspaces you have created on the form, as well as workspaces whose order you have changed on the Mobile Workspaces (AU220012) form.
Select the unlabeled check box in each row with a workspace whose changes you want to add to the project.
In the navigation pane, notice that the Mobile Workspaces page is listed under the Mobile Application node. Open this page, and you can see that the More menu of this page contains the Manage Workspaces command.
Click Save to add the selected workspaces to the customization project and save your changes.

To Configure Workspaces from a Customization Project

To configure workspaces from a customization project, perform the following steps:

Open the Customization Projects (SM204505) form, and in the Project Name column, click the link of the customization project. The Customization Project Editor opens.
In the navigation pane, click Mobile Workspaces to open the Mobile Application page.
On the More menu of the page, click Manage Workspaces.
The Mobile Workspaces (AU220012) form opens in a new window.
On the form, configure the workspaces as described in To Configure Workspaces in the MYOB Acumatica Instance.
Save your changes, and close the window.

To Update a Workspace in a Customization Project

To update a workspace in a customization project after you have modified it in the MYOB Acumatica instance, perform the following steps:

Open the Customization Projects (SM204505) form, and in the Project Name column, click the link of the customization project. The Customization Project Editor opens.
In the navigation pane, click Mobile Workspaces to open the Mobile Application page.
In the table on the page, click the workspace you want to update.
On the More menu, click Reload from Database.

To Remove a Workspace from a Customization Project

To remove a workspace from a customization project, perform the following steps:

Open the Customization Projects (SM204505) form, and in the Project Name column, click the link of the customization project. The Customization Project Editor opens.
On the navigation pane, click Mobile Workspaces to open the Mobile Application page.
In the table on the page, click the row with the workspace you want to remove.
On the page toolbar, click Delete Row.
Save your changes.