Customising workspaces using the Workspace Designer

There are two types of panel.

• Simple

  These panels can only contain one content part. This is usually as a list.

  A simple panel acts as a parent when linking panels together.

• Information

  These panels can contain more than one content part.

  An information panel is used to display further information about a item selected from a list. Information panels must be linked to another Simple panel.

When adding information to your workspace, you choose from a pre-defined set of content parts. This will contain any content parts that you have created. Each content part contains different information from Sage 200.

There are three types of content part:

• List

  List content parts display records from Sage 200 such as a list of customers, a list stock items, a list of transactions, a list of orders and so forth.

  Each database field is a column in the list.

• Details

  Details content parts display information in tables. Each database field is a row in the table.

• Chart

  Chart content parts display your information as a chart. Each database field is a bar on the chart.

These are used when you want to link panels on your workspace.

You create links between panels by making parent and child relationships between the panels.

• The parent panel contains the selected item.

  A parent panel must always be a Simple panel containing a List content part.

• The child panel contains information about the item selected in the parent panel.

  Links are created on the child panel. You can only create these links when the content part on the child panel and the content part on the parent panel have at least one database field containing the same data.

Click New and select the required workspace layout. This is the number and arrangement of the panels.

Click OK to load the required workspace layout.

1. If you have chosen more than one panel for the workspace layout, choose the type of panel; Simple or Information.

   At least one panel must be a Simple one. If the workspace has only one panel, this is Simple by default.

2. For Simple panels:

   • Enter all or part of the name of the content part, and select it from the drop-down list.

     If you have created content parts, these appear in the drop-down list.

   If this is the parent panel, you must choose a List content part.

3. For Information panels:
   • Click the icon.

   • Enter all or part of the name of the content part and select it from the drop-down list.

     If you have created content parts, these appear in the drop-down list.

   • If you are adding several content parts and you want to display them in a drop-down list, select Display as dropdown.

     

1. Select the Parent Panel that you want to link to.
2. Select the common database field that you want to use from the Parent Field drop-down list.
3. Select the common database field that you want to use from the Child Field drop-down list.

1. Click Save and enter a Name ,Caption and Category for your workspace.

   The caption is used as the title of the workspace in the application.

   The category is used to decide where the workspace is displayed in the drop-down list.

   The Name, Caption and Category can only contain letters or numbers and cannot have more than a single space between characters.

2. Select a Role from the drop-down list. A feature and target are automatically created for the workspace and authorised for the selected role in System Administration. Only Sage 200 users assigned to that role will be able to access this new workspace.

1. Select Change workspace layout and choose the required layout.

2. Add the required content parts.

   If you change the layout to one that contains less panels, the last panels are removed. For example if you change a three panel workspace to two panel workspace, contentpanel3 is removed.

3. Click Save to apply the changes to the workspace.

• For Simple panels:
  • Select the required content part from the drop-down list.

  You can sort by name or caption to find the part you want.

  • Amend relationships with other panels as required.
  • To delete a content part, select Delete a Content part, select the Content Part in the list displayed and click Delete.

  You can only remove content parts that you have created.

• For Information panels:
  • Click to add a content part.
  • Click to remove a content part
  • Click to change the position of the content part.

You can only delete workspaces that you have created or edited. You cannot delete a default workspace.

1. Select Delete a Workspacefrom the toolbar. A list of workspaces you have created or edited appears.
2. Select the required workspace and click Delete.

Some workspaces cannot be edited as they have special content or layout.

See a list of these workspaces

Financials and Commercials Modules	Manufacturing Modules
Bank SO/ DD Enquiry	Estimate Dashboard
Bill of Materials Dashboard	MSM Dashboard
Purchase Document Enquiry	MPS and Recommendations Dashboard
Archived Purchase Document Enquiry	MPS Schedule Dashboard
Purchase Document Line Enquiry	MPS Dashboard
Archived Purchase Document Line Enquiry	Planned WO Operations
Sales Document Enquiry	Planning Dashboard
Archived Sales Document Enquiry	WO Dashboard
Sales Document Line Enquiry	Estimate Profitability
Archived Sales Document Line Enquiry	MRP Recommendation By Action
Sales Invoice and Credit Enquiry	MRP Recommendation By Status
Sales Invoice and Credit Line Enquiry	MRP Recommendation By Type
Stock Trading History

However, you can still make changes to the content parts used in these workspaces in the following way.

1. Choose to create a new single panel workspace.

2. Enter the name of the content part required.

   For example, to make a change to the Bank SO/DD Enquiry workspace, enter SO to search the list for standing orders and direct debit.

   

3. Choose Edit Content Part and make the required changes.

4. To save the content part, choose Edit Content Part > Save.

You do not need to save the new single panel workspace you created in order to edit this content part. The content part has been changed and this change will apply when you next view the workspace, for example, the SOs and DDs enquiry in the Cash Book.

1. In the Content Part Designer, click New.
2. In the New Content Part window, select the Content Part Type.
3. Click OK.

Depending on the content part type you select, different selections are available to you in the Content Part Designer.

4. Select the Datasource for the content part.

Each datasource is a query from the source of information you want to use. Each query contains a list of fields.

When you select the datasource further selections are displayed within the content part designer.

If you are using an On Premise deployment of Sage 200 and you know how to set up LINQLanguage Integrated Query. Used to extract information from a database, which can then be used in workspaces. database queries, you can create your own datasources from any of the Sage 200 modules and from third party applications. If you are not familiar with LINQ, you should contact your Business Partner for assistance.

For more information on the selections available, see What can you do in the Content Part Designer.

5. Click Save.

1. In the Content Part Designer, click Open.
2. In the Open Content Part window, select the Content Part.

You can sort using the name or caption to find the part you want.

3. Click OK.

Depending on the content part type you select, different selections are available to you in the Content Part Designer.

4. For more information on the selections available, see What can you do in the Content Part Designer.

5. To overwrite the content part with your changes, click Save.
6. To save the content part as a new content part, click Save as.

You can only delete a content part that you have edited and that is not being used on a workspace. You cannot delete a default content part.

1. Click Delete Content Part from the toolbar. A list of edited content parts that are not used on a workspace is displayed.
2. Choose the relevant content part and click Delete.