A Workbench is tool used by system administrators to create predefined Workspaces. When onboarding new users or even when promoting new ways of using X1, workbenches are a simple and powerful way to distribute uniform settings.
Workbenches include workspaces, filters, views, search settings and column sorting and can be assigned to one or more user groups. As such, you can ie. define a Workbench for the sales team, on for artists, one for ad ops etc.
Click here to jump straight to Workbench for admins section.
...
Workbenches for users
If you have been assigned to a Workbench there will be a Workbench icon and the name of the Workbenchin the top left corner. Below the name of the Workbench is ‘X1 WORKBENCH’.
...
A workbench can have predefined chips either as advanced searches (which can be edited) or as saved filters (which can’t be edited).
All of the chips defined in the Workbench is displayed in the search bar as purple chips with a shield icon indicating that these chips has been inherited from an assigned Workbench.
They can’t be removed from the search bar, but clicking the purple chips toggles between activation and deactivation of the filters.
...
Play this video to see how the ‘Reset Current Workbench’ functionality works when selfmade changes/settings has been made:
...
...
Workbenches for administrators
Before assigning Workbenches to user groups, they should be given a descriptive name. This makes it easier for the users to understand the purpose of the Workbench. Examples could be ‘Digital Salesteam’, ‘Production team’ etc.
...
First of all, you need to set up the Workspaces incl. settings like filters, views, search parameters and column sorting. Once that is done, click on the Workbench icon in the top left corner and click on ‘Settings'.
...
If changes are made to a already saved filter (blue chips) used in different Workspaces and/or Workbenches it’s important to click on all other Workspaces where the filter has been used and in which the change/changes to the saved filter wasn’t made before publishing. Users of the Workbenches should of course alsp be asked to reset their Workbench to apply the changes.
...