Workspaces: Inside a Workspace

Estimated Reading Time:  10 minutes

Overview

The Workspace Level displays your app tiles and lets you access and organize your applications. At this level, you're inside a workspace.

Here's where the Workspace Level is on the Workspaces map:

What You'll Learn

In this article, you'll learn how to:

• Access a workspace.
• Navigate inside a workspace.
• Working with Apps in Workspaces.
• Change application settings.
• Export an application to CSV.
• Move an application to another workspace.
• Duplicate a workflow-type application.
• Delete an application.

TIP  To learn more about promoting apps and app elements, search Workspaces: Promoting Applications in our In-Product Help.

Accessing a Workspace

To access the Workspace Level of Workspaces, you'll first need to access your Environment Level.

1.

Click the Workspaces button at the top right of the page. Or, you can click your company environment's link in the navigation.

2.

Click the workspace name in the tile header of the workspace you want to access. Or, you can search for the workspace by clicking the magnifying glass () icon in the navigation menu.

Navigating Inside a Workspace

You're inside of your workspace. Now what? Here are all the settings and options for the Workspace Level. This is what it looks like:

Here are descriptions of what you'll see when inside a workspace:

Setting	Description
Navigation Breadcrumb	These links show where you are in your Workspaces navigation. You'll find the breadcrumb at the top left of the page. Click the arrow next to your workspace's name to navigate to other workspaces. Or, click Workspaces to go back to the Workspaces page.
Manage Drop-Down	Click this drop-down menu to reveal more workspace options.
Settings	Lets you change the name of your workspace.
Delete	Removes the workspace. You'll need to enter the name of your workspace to confirm deletion.
+ Create App Button	Click this button to add a new app to your workspace.
Sort By	Choosing this drop-down option arranges your applications. You can arrange by Recently Modified, Least Recently Modified, Newest, Oldest, A-Z, or Z-A.
App Tiles	App tiles contain the following: The application name in the banner at the top of the tile. Clicking the app name takes you to the Application Level, which shows all your app and library elements. An ellipsis (...) in the banner at the top of the app tile. This menu contains actions for your application, which you'll look at later in this article. The App Type. You can make module or workflow apps. The app's total number of app elements. The app's total number of library elements. The View App link. Clicking this link opens the app to the Application Level. This level shows all your app elements.

Working with Apps in Workspaces

From the Workspace Level, you can create, rename, and delete apps. You can also preview your app in Express View, change settings, and move your app to another workspace. You'll do most actions through the app tile's ellipsis (...) menu. Here are its settings:

Option	Description
Settings	Takes you to the App Settings window, where you can modify App Info, Version Control (VCS), and Data Settings.
Preview	Lets you preview your application in Express View.
Duplicate	Only available for workflow-type apps. Unqork duplicates the workflow app into the same workspace. Also, all app elements in the original app change to library elements. This is so the duplicate workflow can also connect to these library elements.
Move	Moves the application to a different workspace. Any library elements in the app share with both the original workspace and the destination workspace.
Data Model	This link takes you to your app's data model. Data models are visual representations of an application's data, like a blueprint.
Export CSV	Creates a CSV file of your application. The exported file shows the modules in your app and the components in those modules.
Delete	Deletes the application.

There are 2 types of applications in Workspaces. The first is a module-type application and the second is a workflow-type.

All module-type applications must have an entrypoint module. All submissions through a module-type application tie to the app's entrypoint module. Unqork gives you 2 options when creating a module-type app. You can create the app from scratch with a new entrypoint module. Or, you can create the app using an existing shared module as the entrypoint, as long as no other apps use it as an entrypoint.

A workflow can only exist inside a workflow-type app. When you create a workflow-type app, Unqork automatically creates a workflow. Unqork defines applications by their entrypoint module and submission ID value. Workflows have a defined entrypoint module and only 1 submission ID. So, you can only have 1 workflow per app.

Application Creation Settings

When you create an Application, the following tabs are available: App Info, Version Control (VCS), and Data Settings.

App Info Tab

The App Info tab contains the general settings of the application. Here you'll specify the name, visual style, and application type.

Option	Description
App Name	The name of the application. Entering a name for your application populates the App Path field in an URL friendly format.
App Path	The URL friendly format of your application's name. This field can be renamed to something different than the application name.
Style	Style specifies the default visual style end-users see when viewing the application in Express view. Leave this blank to use the default style specified in Style Administration.
App Type	App Type offers two options: Module: Module applications contain individual modules. Workflow: Workflow applications utilize the Workflow editor to connect modules and nodes together.
App Entrypoint	Specify the module end-users are directed to when they access the application. This setting is enabled after selecting an app type.

Version Control Tab

The Version Control tab contains the following setting:

Option

Description

VCS (optional)

Turning on Version Control allows Creators with Application level access to create branches of the application using the VCS tool, or the Module Editor. Once this setting is turned on, it can only be turned off if no active branches exist for the application. If a branch does exist, a warning is displayed informing the user that VCS cannot be turned off for the application because there are active branches. The default setting is OFF. TIP  To learn more about the Version Control tool, search Version Control Tool in our In-Product help.

Data Settings Tab

The Data Settings tab contains the following settings:

Option	Description
Data Versioning	Determines how long data persists in the modules. When set to ON, Unqork stores all submission revisions belonging to the application. Turning this setting off hides and disables the WORM Storage setting. The default setting is ON.
WORM Storage	WORM data storage prevents the overwriting or deletion of records. Setting the toggle to ON pushes data revisions to WORM-compliant storage. A slider prompts you to set the number of days data should persist in storage. The default setting is OFF. WARNING  Enabling WORM Storage removes previous submissions and attachments. The same applies when turning this option off.

Creating an Application

There are 2 types of applications in Workspaces. The first is a module-type application and the second is a workflow-type.

All module-type applications must have an entrypoint module. All submissions through a module-type application tie to the app's entrypoint module. Unqork gives you 2 options when creating a module-type app. You can create the app from scratch with a new entrypoint module. Or, you can create the app using an existing shared module as the entrypoint, as long as no other apps use it as an entrypoint.

A workflow can only exist inside a workflow-type app. When you create a workflow-type app, Unqork automatically creates a workflow. Unqork defines applications by their entrypoint module and submission ID value. Workflows have a defined entrypoint module and only 1 submission ID. So, you can only have 1 workflow per app.

To create a module or workflow app:

1.

Click the + Create App button.

2.

Enter a unique App Name.

3.

From the Style drop-down, select a preview style. A style specifies your application’s appearance in Express View. If left blank, your preview uses the environment's default style.

4.

From the App Type drop-down, select either Module or Workspace.

5.

From the App Entrypoint/Module drop-down, select New Entrypoint Module.

6.

Click the Version Control (VCS) tab.

7.

Click the VCS (optional) slider to enable version control for the application.

8.

Click the Data Settings tab.

9.

Note the Data Versioning slider defaults to On. This setting enables the Application to store a copy of each Creator's submissions.

10.

Note the WORM Storage setting defaults to Off. This setting prevents stored submissions enabled by Data Versioning from being modified or deleted.

11.

Click Create.

Your new app opens, taking you to the Application Level.

Changing Application Settings

Once you create an application, you can change the following settings:

• App Name

• App Path

• Style

• Version Control (VCS)

• Data Versioning

• WORM Storage

To edit an application's settings:

1.

Locate the application with the settings you want to change.

2.

In the app tile header, click the ellipsis (...).

3.

Click Settings.

4.

Make the desired changes.

5.

Click Save.

Exporting an Application to CSV

Unqork lets you export component details from your application. Exporting results in a CSV (comma-separated values) file helps you track and map key data points in your application. For example, if you enter field tags for components like PDF, you can filter the exported file by Field Tags. You can import this file into any program that uses tables to store data, such as Excel.

Your CSV file includes the following columns:

• Module Name

• Component Type

• Component Label

• Component Property Name

• Is Hidden (Y/N)

• Is Disabled (Y/N)

• Is Persistent (Y/N)

• Field Tags

• Is Required (Y/N)

To export your application:

1.

Locate the application you want to export.

2.

In the app tile header, click the ellipsis (...).

3.

Click Export CSV.

You can find the file in your Downloads folder.

Moving an Application

In Workspaces, you can move an application from one workspace to another. This feature makes it easy to organize your apps. When you move an application:

• The application's library elements also move to the destination workspace.

• The application's library elements share to both the original workspace and the destination workspace. Similarly, if you move the app again, the shared elements share to the new workspace as well.

To move an application:

1.

Find the application you want to move.

2.

Click the ellipsis (...) in the app tile header.

3.

Click Move.

4.

Select a workspace destination from the Set Destination Workspace drop-down.

5.

Click Move.

Duplicating a Workflow-Type Application

You can duplicate your workflow app into the same workspace. From there, all app elements in the original app change to shared elements. This is so the duplicate workflow can also connect to these app elements. So, only the workflow app itself duplicates. The app elements become shared.

1.

Find the workflow app you want to duplicate.

2.

In the app tile header, click the ellipsis (...).

3.

Click Duplicate.

4.

In the Duplicate App modal, click Duplicate.

Deleting an Application

Deleting an application permanently deletes all app elements in the application. Library elements connected to the application aren't affected.

To delete an application:

1.

Find the application you want to delete.

2.

In the app tile header, click the ellipsis (...).

3.

Click Delete.

4.

Type the name of your app.

5.

Click Yes, Delete.

Remember, a workflow ties directly to its app. The steps for deleting a workflow are the same as deleting a workflow-type app.

TIP  If you want to delete a workflow, but need to preserve modules. Create a new workflow app from scratch and move your modules to the new workflow app. Then, you can delete the original workflow app.