Add and configure a workspace

If the predefined workspaces do not include a particular business process of your organisation, you can create a workspace and configure it to fit employees’ work related to this process.

Create and configure a workspace

In this topic, you will read about how to create and configure a workspace.

Create a workspace

  1. On the main menu, click Edit menu to switch to the edit mode.

  2. On the top toolbar (top left), click icon-add ( Add workspace ).

  3. In the Workspace parameters dialog box, specify the following settings:

    1. In the Icon field, select the icon that will be associated with the workspace.
    2. In the Area field, select the general functional area by which the workspace will be displayed in the More items menu.
    3. In the Title field, type the unique title you want to be used for the workspace.

  4. Click OK to save your changes.

Configure a new workspace

  1. On the main menu, click Edit menu to switch to the edit mode.

  2. On the main menu, click the title of the workspace you want to configure.

  3. On the top toolbar, click icon-add ( Add menu item.

  4. In the Select windows dialog window, select the check boxes to the left of all windows and reports you want to add to the workspace. You can use the Search field in the top of the dialog field to narrow the range of windows and reports displayed. Only windows and reports with the search string in their name or ID are displayed.

  5. Click Add and close to save your changes and close the dialog window.

  6. If you want to group windows and reports by categories, do the following:

    1. If a category with the required title does not exist, you first create the category as follows:

      1. In the top right corner (on the top toolbar), click Menu settings.
      2. On the toolbar of the Workspace categories menu, click Add category.
      3. In the Category parameters dialog box, type the category title and click OK.
      4. Click Menu settings to close the menu.

    2. Point to the title of a window or report that you want to group by a category and on the pop-up toolbar, click Form_Popup_Menu_Edit (Edit) to open the Window parameters dialog box.

    3. In the Category field, select the category to which you want to add the window or report, and click OK.

    4. Repeat steps b and c for each window or report that you need to place under a particular category.

  7. On the workspace title bar, click Images_Workspace_Title_Bar_Edit_Mode_Pin (Pin) to display the new workspace on the main menu.

  8. In the bottom left corner of the screen, click Exit edit menu to save your changes and exit the edit mode.

Last modified February 19, 2026