Tailoring the Customer Portal: Creation and Modification of Workspaces
You arrange and configure workspaces in Menu Editing mode, which can be switched on for the main menu and workspaces. To switch to this mode, on the main menu, you click .
You can manage workspaces as follows:
- Add workspace menu items to the main menu and remove menu items from the main menu.
- Reorder the list of the workspace menu items on the main menu by dragging them.
- Delete a predefined workspace: If you delete a workspace, the system deletes the tiles and the links to forms, reports, and dashboards that were added to the workspace. You can add links to these forms, reports, and dashboards to other workspaces, if needed.
- Add a custom workspace. If your customer's organization needs to have access to specific forms, reports, and dashboards in a particular workspace, you can create a workspace and add a menu item for it to the main menu.
You can modify a workspace as follows:
- Rename a predefined workspace.
- Add new tiles and links to forms, reports, and dashboards.
- Delete the predefined tiles and links to forms, reports, and dashboards.
- Reorder tiles.
- Reorder categories.
- Regroup links to forms, reports, and dashboards: You can reorder the links in a category, move a link to a different category, or create a new category that fits your customer's business needs and add links to this category.
If you have modified a workspace and want to cancel all your changes, you can restore the default main menu and all workspaces. Changes in the following menu elements will be canceled:
- The list of workspaces that are items on the main menu and on the More Items menu
- Items in each workspace, such as tiles, and links to forms, reports, and dashboards
- Items in the quick menu of each workspace for all users of the system (which is a view of the workspace with a smaller number of frequently accessed links)
- Workspaces pinned to the main menu and unpinned from the main menu for all users of the system