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:
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:
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).
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!
Workbench for admins
This is primary a tool for admins/IT operators but more user soles can be giving acces by a permission to create and see all created workbenches in the system.
The purpose is to create a set of predefined workspaces, filters, views, search parameters and column sorting and then assigning them to different user groups as a workbench with a logic name for the user to understand it’s purpose. For instance ‘Digital Salesforce’ or ‘Digital Production’.
How to set up a workbench
First you need to set up the workspaces incl. all settings like filters, views, search parameters and column sorting and when done you click on the workbench icon in the top left corner and click on ‘Settings'
A drawer will open and now you can add a new workbench from the three dots menu and ‘Add new’ menu:
HINT: You can adjust the height of the drawer by holding down on the mouse down and drag it up and down to the wished size
Give the workbench a meaningful name for the user group and then click on the arrow to the right to confirm:
Now you need to add one or more user group so the users that are a part of the user group will get this workbench assigned when logging in the first time. This can be done by adding one or more user groups from the left window below ‘Invited groups like this:
The user(s) that is part of that user group can now login in and they will have the workbench assigned:
How to create more/duplicate workbenches
Click on the workbench icon and the three dots menu and chose ‘Add new’ - like shown in the previous section: to create a new workbench.
The new created workbench will be a copy the one that is active which can be seen by the light blue circle:
You can with advantage assign user groups already now or go back to do that later.
How to make changes to a already saved/assigned workbench
WARNING: If you reset your workbench all of your selfmade settings/changes will be lost!
INFO: To delete a workbench you first need to remove all assigned user groups that is attached to it.
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