{"id":15681,"date":"2025-02-28T19:38:42","date_gmt":"2025-02-28T19:38:42","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&p=15681"},"modified":"2025-09-09T20:43:06","modified_gmt":"2025-09-09T20:43:06","password":"","slug":"record-workspace","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/record-workspace\/","title":{"rendered":"Record Workspace"},"content":{"rendered":"\n

The workspace tab is a customizable dashboard for each record type with various widgets that can be added based on the most relevant information to the user. Each record type has its own unique widgets and options that can be added to this workspace tab. This is used as a quick view of record information and will open as the default tab for all record types. Users have the option to drag and drop the different widgets for their desired layout. Currently this is individually customized by user. Please note that the configuration chosen will be a global setting for all records of that type. Below is the information for customizing each workspace broken down by record type.<\/p>\n\n\n\n

Editing The Workspace Tab<\/h2>\n\n\n\n

The Workspace will come with a Default View when the user is first added to the database. Clicking on the change view arrow will open the action dropdown menu which gives you the option to refresh the tab to show information that has been added (this is a manual refresh and is typically not needed as the widgets will adjust when new information is added), to reset the layout to the Default View for newly added users, and to switch between different layouts (The change view option is coming soon and currently only 1 view can be saved per username<\/em>).<\/p>\n\n\n

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The Workspace can be edited by clicking the Pencil icon to the right of the arrow. From here the user can Rename the Layout, Save the layout, reset to the default view, and delete a specific layout (Coming soon!<\/em>). Once in edit mode click on the 3 dots to open the action menu, save or cancel changes, or rename the view. To add widgets to the layout drag and drop the widget from the options to the right into the workspace area. These widgets can then be rearranged by dragging them around this area. Each widget has its own unique settings which can be configured by clicking the gear icon in the top right of the widget. Remove widgets by clicking the trash icon in the top right of the widget.<\/p>\n\n\n

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Copy Record Workspace Between Users<\/h2>\n\n\n\n

Navigate to the record type of the Workspace Layout you want to copy<\/p>\n\n\n\n

Select the Dropdown from the left corner of the record menu<\/p>\n\n\n\n

From here, choose ‘Copy Current View’<\/p>\n\n\n\n

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In the dropdown menu, select the user(s) you want to copy this workspace layout to. Note: The copied view will include: column order, frozen and collapsed settings.<\/em><\/p>\n\n\n\n

Click the ‘Copy’ button and this layout will be applied to all selected users. <\/p>\n\n\n\n

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Name Records<\/h2>\n\n\n\n

The Workspace tab has a number of different settings and options listed below. These are specific to the Name record tab and this configuration will be shown for all Name records in the database for each user. (Additional layout options coming soon!<\/em>)<\/p>\n\n\n\n