Creating a Workspace

To Create a Workspace

1. In the Home Workspace, from the Edit menu, select Workspaces.

The Workspace Manager is displayed.

2. Click New.

The Workspace Creation Wizard - Page 1 of 2 is displayed.

3. In the Workspace Name field, type "High Priority Interactions".

4. From the base Object list, select None.

5. In the Select Workspace Layout area, select the predefined layout with two panes (the second one in the first row).

6. Click Next.

The Workspace Creation Wizard - Page 2 of 2 is displayed. This page displays the base Object you selected in the first page in the upper left corner of the Wizard. The Workspace Name field displays the name you provided in Page 1 of the wizard. You can modify the name of the Workspace, if it is required.

Based on the Workspace layout you selected in Page 1 of the wizard, the Workspace panes are displayed below the Workspace Name field.

7. From the Components list, select Talisma Table View.

8. Drag the selected Component to pane 1.

- OR -

Right-click Talisma Table View, and from the shortcut menu, select Copy. Right-click anywhere in pane 1, and select Paste from the shortcut menu.

- OR -

Right-click anywhere in pane 1, and select Add, Talisma Table View from the shortcut menu.

- OR -

From the Select Pane list, select Pane 1. Click Add.

Talisma Table View is inserted in pane 1.

9. Double-click the Talisma Table View Component in pane 1 to configure it.

- OR -

Select Talisma Table View in pane 1, and click Configure.

- OR -

Right-click Talisma Table View, and select Configure from the shortcut menu.

The Configure Table View dialog box is displayed.

10. In the Table View Name field, type a name for the Table View. By default, "Talisma Table View" is displayed.

11. From the Table View of list, select Interaction.

12. From the Display Items list, select All.

13. From the Apply Filter list, select High Priority Open Interactions <Home>.

The Define conditions area displays the search criteria specified in the Apply Filter list.

If you do not want to use a predefined Filter from the Apply Filter list, define search conditions in the Define Conditions area to display the required Interactions in the Workspace.

14. Select Show Search pane if you want the Left pane to be displayed in the Workspace.

15. Click OK. The Workspace Creation Wizard - Page 2 of 2 is displayed.

16. Add the Component Talisma Item View to pane 2 the same way you added Talisma Table View to pane 1. After adding this Component, click Configure.

The Configure Item View dialog box is displayed.

17. In the Item View name field, type a name for the Item View. By default, "Talisma Item View" is displayed.

18. From the Item View of list, select Interaction.

19. In the Display Item list, select Based on Component in this Workspace.

20. Click Set Context.

The Set Context dialog box is displayed, and the Talisma Table View you added to pane 1 is displayed in the Component column. This is the Component that can provide Context to the Item View. The Object columns display the name of the Object on which the Table View is based. In the Relation with <Object> column, specify the relevant Relationship between the Table View Component, and the Item View Component. For more information, see About Setting Context.

21. Select Talisma Table View.

22. Click OK.

The Configure Item View dialog box is displayed.

23. Click OK. The Workspace Creation Wizard - Page 2 of 2 page is displayed.

24. Click Related Workspaces to set links to other Workspaces.

The Related Workspaces dialog box is displayed.

25. In the Select Related Workspaces list, select the Workspaces for which you want to create links in the current Workspace, and click OK. The related Workspace is displayed as a link in the Workspace bar. You can click the link to navigate to the Related Workspace.

The Workspace Creation Wizard - Page 2 of 2 is displayed.

You can select a predefined Workspace as a related Workspace only if you have been granted the required Permission to view the predefined Workspace.

The following table lists the predefined Workspaces that can be viewed when the associated Permissions are granted:

Workspace	Permission
The Analytics Workspace	Manage Analytics
The Chat Workspace	Use Media Chat
The Inbox Workspace	If the value of InboxSecAccessBased option in the tblglobalinfo table is: • 0 - Only the System Administrator, or Talisma Business Administrator, can view the Inbox Workspace. • 1 - All Users can view the Inbox Workspace. For more information, your administrator must see Talisma Business Administrator Help.
The Outbox Workspace	No Permissions are required
The Phone Workspace	Use Media Phone
The Trash Can Workspace	No Permissions are required

Users of copied, or shared Workspaces can add the copied Workspace to their list of related Workspaces.

26. Select Launch Workspace on Finish to open the Workspace you are creating after the Workspace Creation Wizard is closed.

27. In the Web Client area, select the following options:

◦ Publish Workspace: A tile that represents the workspace will be displayed in Web Client. Users can click the tile to work with object records in the workspace.

◦ Display Count of Records: The count of records is displayed in the tile. This option is enabled only if the previous option is selected.

When you share or copy a workspace, the selected options will be enabled for users with whom the workspace is shared or copied.

Note

◦ If the count of workspace tiles in Web Client is high, occasionally, when you select these options, the Home page in Web Client will be displayed after a slight delay. Hence, consider selecting these options only for tiles that are required to be displayed from the perspective of your organization's business model.

◦ When you upgrade to the current version, these check boxes are selected by default for custom workspaces created in a previous version.

28. Click Finish to save and launch the Workspace, and close the Wizard.

The Workspace you have created is displayed in a new window. Pane 1 lists all the High Priority Open Interactions and pane 2 displays the Item View of the Interaction selected in pane 1.

Tips for Working with the Workspace Creation Wizard

• To remove a Component you have added to a pane, click Remove.

• Use the Next and Back buttons to navigate between the Workspace Creation Wizard pages.

• To add a Component to the Workspace quickly, you can select a Component from the from the Component list, and drag it to the required pane below the Workspace Name field. You can also drag a Component from one pane to another.

• You can resize a pane by dragging its vertical or horizontal bars when you create a Workspace. You can also resize panes when you view a Workspace.

• You can perform the following operations on Components within panes with the help of the shortcut menu:

◦ Delete a Component: Select a Component and from the shortcut menu, select Delete Component. You can also use the DELETE key to perform this operation.

◦ Move a Component: If you have more than one Component in a pane, you can change the order in which these Components are listed in the pane. To do so, select a Component, and from the shortcut menu, select Move Up or Move Down

◦ Cut, Copy, or Paste a selected Component in a pane.

◦ Configure a component.

Note

• In workspaces where the count of records is high, to improve system performance, use filter conditions to limit the count of retrieved records.
For example, users may experience performance issues if the count exceeds 100,000. Hence it’s recommended to include filter conditions that will enable you to work with a relevant set of records.

• You cannot save a Workspace if:

◦ A pane in the Workspace does not contain a Component.

◦ Components are not configured. A Component is displayed in Red if it is not configured.

◦ Context is not set for a Component.

Example

In a two-pane Workspace where you want the Contacts Table View to display all Contacts belonging to an Account selected in the Accounts Table View, you have not defined the Context for the Contacts Table View.

• You can configure Table View, Item View, Item Tab, Reports, Custom Components, Web Pages, and Documents.

• You can set the related Workspace from the Edit menu. To do so, click Related Workspaces in the Edit menu. In the Related Workspaces dialog box, select the required Workspace.

• All related Workspaces are displayed as links in the Workspace bar of user-defined Workspaces. To view a related Workspace, click the relevant Workspace link in the Workspace bar. The Workspace is displayed in a new window.

• If a tab containing Object Properties is configured in multiple panes of a user-defined Workspace, any modification to a Property value in one pane is updated in the remaining panes when you refresh the Workspace.