Introduction to Workspaces

Overview

Workspaces is the highest level of your environment. A workspace is where you'll create, store, and organize elements Elements are are what you use to build Unqork applications. Elements include modules, workflows, Data Collections, Data Schema, and Record Collections., like applications and record collections. In a workspace, you can create module and workflow-type applications, view other team member's workspaces, add descriptions, and so on. Workspaces are organized on your UDesigner homepage with all other Workspaces elements. Your and your team's workspaces also display on the All Workspaces page. By default, they are organized by last modified, placing them at the top of the grid for easier access. You can also star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member. your most important workspaces to locate them faster and continue building.

To learn more about the UDesigner homepage, view our Navigating UDesigner article.

What You'll Learn

In this article, you'll learn how to create, view, and manage workspaces, as well as navigate all workspace features.

Creating a Workspace

To begin building Unqork applications, you first need to create a workspace.

To create a workspace:

1.

Log into UDesigner using your login credentials.

2.

At the top right of the UDesigner homepage, click + Create Workspace.

3.

In the Workspace Name* field, enter a unique name for your workspace.

4.

(Optional) In the Workspace Description field, add a description of the workspace.

5.

Click Create Workspace

By default, any new workspace created displays at the top of the My Recents grid on your UDesigner homepage.

Viewing a Workspace

After creating your workspace, open it to begin building Unqork applications. Inside each workspace, you'll see all your app elements Elements are are what you use to build Unqork applications. Elements include modules, workflows, Data Collections, Data Schema, and Record Collections.. You can search for or filter by an element, sort the grid, and view any of the elements. The elements that display depend on your configuration. They can include modules, workflows, Data Collections, and Data Schema.

Viewing Your Workspaces

From the UDesigner homepage, you'll only see the workspaces you created.

To view your workspace from the UDesigner homepage:

1.

On the UDesigner homepage, locate the workspace you want to view. You can access your workspaces from the My Recents or Starred tabs.

2.

In the Actions column of that workspace, click ....

3.

Select View. Your workspace opens in a new tab.

Viewing All Workspaces

Accessing the All Workspaces page lets you view all workspaces in your environment. Here you can locate and view your workspaces or another team member's workspace.

To learn more about navigating the All Workspaces page, view our Navigating All Workspaces article.

To view a workspace from the Workspaces page:

1.

At the top of the UDesigner homepage, click Workspaces.

2.

On  the Workspaces page, locate the workspace you want to view.

3.

In the View Workspace column, click View Workspace. Your workspace opens in a new tab.

Navigating a Workspace

When you open a workspace, you'll see all its elements Elements are are what you use to build Unqork applications. Elements include modules, workflows, Data Collections, Data Schema, and Record Collections.. Below is a list of all available actions you can perform on those elements.

Selecting the Applications or Record Collections tabs let you focus, search, filter, and sort those specific elements.

	Setting	Description
1	Breadcrumbs	Use the breadcrumbs at the top left of the page to navigate back to the environment Workspaces page or your UDesigner homepage.
2	Workspace Name	The workspace's name. Click the (star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member.) next to the workspace name to display the workspace in the Starred tab of your UDesigner homepage.
3	Settings	Lets you update the workspace name, description, and user permissions.
4	+ Create App	Click this button to create an application in this workspace.
5	Edit Description	Clicking this button opens a modal A modal is a window that appears on top of the content you are currently viewing. to modify the workspace description.
6	Applications	This tab displays all applications in your workspace.
7	Record Collections	This tab displays all record collections in your workspace.
8	Search	Use this field to search for applications or record collections in your workspace.
9	Sort By	Lets you sort applications and record collections by the following: Modified: Sorts applications and record collections by the date and time they were last modified. Created: Sorts applications and record collections by the date and time they were created. Name: Sorts applications and record collections by their name.
10	Sort Order	Lets you sort applications and record collections in ascending (Asc) or descending (Desc) order.
11	Name	The name of the application or record collection in the workspace. Click the (star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member.) next to the application or record collection name to display the workspace in the Starred tab of your UDesigner homepage.
12	Type	The element type. Available types include: App Record Collection
13	Description	The description of the application or record collection.
14	Last Modified	The last time the application or record collection was modified, and the user who made the change.
15	Actions	A drop-down to select actions you can take on your elements. The next section explores these actions based on the element type.
16	View App	Click the View App button in this column to view a module or workflow in this application.

Actions

The following are the available actions you can take on applications in your workspace:

Action	Description
Settings	Use the Settings option to update the application's name, path, tags, description, and user permissions.
Preview	Previews your application in Express View.
Move	Moves the application to another workspace.
Data Model	Lets you create or update the application's data model.
Promotion	Promotes the application to another environment level.
Export CSV	Exports the application as a CSV file.
Delete	Deletes the application.

Resources

• Introduction to UDesigner

• Navigating UDesigner

• Navigating All Workspaces

• Introduction to Applications

• User Profile