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In X1 we introduce the Workbench as a brand new feature!

A workbench is primary a admin tool which can be used to create predefined workspaces and include filters, views, search settings and column sorting.

They can be assigned to one ore more user groups so you for instance can have a workbench for the sales people, a workbench for artists, a workbench for addops etc.

If you are an admin reading here you can start by clicking here to jump straight to Workbench for admins section.

Workbench for users

If you have a workbench assigned there will be a workbench icon + the name of the workbench - in this case ‘X1 WORKBENCH’ - in the top left corner:

X1 users workbench.png

If you have more than one workbench assigned it will be possible to switch between those from the arrow menu next to the workbench name:

X1 users multiple workbench.png

Inherit filters/advanced searches

As mentioned a workbench can have predefined filters/searches either as saved filters (which can’t be edited) or as advanced searches (which can be edited). All of them will display in the search bar as purple chips with a shield icon indicating that these chips has been inherit from a assigned workbench.

They can’t be removed from the search bar but they can be deactivated by clicking on them once while active (and the other way around when deactivated).

X1 Workbench inherit filter searches.mov

Selfmade settings/changes

It is also possible to add quick searches and your own advanced searches and/or saved filters to the search bar.

It is also possible to add more workspaces and sort columns, add other views (if your user group has access to more) and change the search parameters to all workspaces but be aware of this warning:

WARNING: If you reset your workbench all of your selfmade settings/changes will be lost!

X1 Workbench changes and reset workbench.mov

Workbench for admins

A workbench is a tool for admins to create a set of predefined workspaces, filters, views, search settings and column

WARNING: If changes are made to a already saved filter used in different workspaces and/or workbenches it’s VERY IMPORTANT to click on all other workspaces in which change/changes to the filter wasn’t made before publishing all workbenches and ask user to reset their workbench

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