Create a new workspace or clone a workspace

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The next step in the workflow involves creating a new workspace from scratch and cloning a workspace to create a new one.

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Each workspace provides a key set of features that can be configured to suit specific needs.

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To create a new workspace from scratch, select Administration from the navigation menu and select Workspace Manager.

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Then click the New Workspace button.

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Enter a workspace name and if you like a description,

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the workspace ID will be filled in automatically based on the name.

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The workspace type is selected next and you'll see the various types.

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These determine the functionality available in the workspace as noted.

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The basic workspace with workflow is the default to accommodate workflow functionality.

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As you can see in the image, there are descriptions and tips and italics font on the right regarding the fields and options,

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click Save when the fields and options have been defined.

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A new workspace is not functional until certain "To Do" tasks are complete.

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These include configuring form sections and fields for workspace item details,

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choosing the fields to make up the workspace descriptor,

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creating one or more permission roles for the workspace to define its functionality.

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Cloning workspace essentially is copying a workspace.

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You can use the Clone icon to quickly create a new workspace with settings and configuration copied from another workspace.

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Then you can edit the new workspaces details and layout that you want to be different.

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Cloning does not copy user permissions or main menu settings from the original workspace.

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The steps to clone a workspace start with navigating to the workspace manager,

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then expanding the workspace you would like to clone and then clicking Clone.

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Now you can enter the new workspace name and make any changes to this workspace that you'd like.

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In this example, it shows that we're cloning the Design Reviews workspace to create a Design Reviews - Supplier workspace.

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We're cloning all the fields for item details, grid, linked,

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BOM and sourcing.

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But those check marks could be removed if you like. Click Save when you are finished.

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As you're configuring the workspace is something that you might consider configuring is an out-of-the-box workspace template.

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For example, two out-of-the-box templates are the Project Templates workspace and the Checklist Templates workspace

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Project Templates are used to define the overall structure of a new project.

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The template will define the default set of tasks per project phase,

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including the default duration and assignees for each task.

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Checklists are created by using Checklist Templates.

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These templates define the checks that are required for a given product lifecycle status in the Checks tab.

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The out-of-the-box items for these workspace templates can be found and configured under the reference folder under workspaces.

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In this demonstration we will create a workspace from scratch and then clone a workspace.

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First we click New Workspace to create a new workspace and enter the workspace name and its description.

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The ID is filled in automatically and will leave the default workspace type of basic workspace with workflow.

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After saving the new workspace, you'll see To Do is to create sections and fields in item Details,

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and the overall workspace To Do is include choosing a descriptor,

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creating roles and assigning them to groups and uploading a workflow.

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When we click Item Details Tab, you can see the button here for adding a field,

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adding a matrix and adding a section.

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We'll take a look at a couple of them briefly to get a feel for what is involved.

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Here You see how fields are defined,

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and here how sections are defined.

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You can see it would take some time to set up a new workspace from scratch.

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Let's delete this workspace now by clicking the Delete icon and look at how to clone

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a workspace when you know that a new workspace is similar to an existing one.

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To clone a workspace and in this case the Design Reviews workspace, first expand it and click Clone.

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Enter the name and description of the new workspace,

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and in this case, leave all the other settings like the original,

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and then once finished, click Save.