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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’.
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If a user has more than one Workbench assigned, it is possible to switch between these by selecting another Workbench from the arrow menu.
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Inherit advanced searches/saved filters
A workbench can have predefined chips either as advanced searches (which can be edited) or as saved filters (which can’t be edited).
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They can’t be removed from the search bar, but clicking the purple chips toggles between activation and deactivation of the filters.
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Adding your own searches inside a Workbench
It is possible to add quick searches and your own advanced searches and/or saved filters to the search bar even inside a Workbench.
It is also possible to add more Workspaces and sorting of columns and/or other views (subject to user group access). It is also possible to change search parameters to all workspaces.
Resetting a Workbench
If you wish to come back to how a Workbench was setup for you from the beginning it is possible to reset your current selected Workbench by be aware of this warning:
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Play this video to see how the ‘Reset Current Workbench’ functionality works when selfmade changes/settings has been made:
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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.
By default users with Admin and IT Operator roles have permission to manage Workspaces, but more roles can be added. This is useful if i.e. team leaders should be able to set up Workbenches for the other members of the team.
Setting up a Workbench
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'.
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WARNING: Once a Workbench has been published with user groups assigned, the user(s) will get the Workbench assigned when logging in the first time. If the user(s) has/have been logged in before and therefore already have a user preferences file, they will need to reset Workbench before getting it assigned. Be aware of that all the selfmade settings/changes made the by the user, will be lost! It can be a good idea to wait to assign a Workbench to a user group, until it is complete. |
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How to create more/duplicate Workbenches
To create a new Workbench click on the Workbench icon and the three dots menu and chose ‘Add new’ like shown above.
The new Workbench is a copy of active Workbench indicated by the light blue dot in a circle:
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It is also possible to duplicate a workbench by clicking on the three dots to the right of the Workbench name/group and choose ‘Duplicate’:
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Making changes to a Workbench that has already been assigned
It is possible to make changes to a already published/assigned workbench. Changes made to a published workbench is indicated by '*' in front of the workbench name next to the workbench icon to the top left and in the list when there is more than one workbench:
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The name can also be changed by double clicking it and then typing the new name followed by
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Making changes to a saved filters when a part of a Workbench
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.
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How to delete a Workbench
From the three dots menu to the right of each Workbench name select ‘Delete’ from the menu. Please note that you need to remove all assigned user groups that is attached the Workbench before it can be deleted.
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