Getting started
Workspaces
Give a team one focused place to start, with the apps and data they use every day.
A workspace is a curated landing page for a group of people. It shows only the applications, object types and objects their work needs, and it can keep them inside that workspace. Open Workspaces in the navigation rail, or go to /workspace.
Where you land
When you open Workspaces, Converge sends you to your group's default workspace. If your groups have no default, or more than one, you choose a workspace once. After that, Converge opens the one you used last on this browser.
Inside a workspace
- Menu bar. The workspace name on the left opens a menu of the other workspaces shared with you, plus any external links. Anchored modules sit next to Home. The + button lists more modules, and each one opens in its own tab, which you can close.
- Home. A logo or the workspace name, a subtitle, a search bar (it can start filtered to one object type), and up to three columns of sections. A section shows its items as a list or as cards with an optional thumbnail: published applications, object types, chosen objects, hand-picked links, all menu bar items, or your favorites and recent items. A module can replace the home page entirely.
- What's new. When editors publish updates, you see the pages you have not seen yet once, as a short walkthrough. The lightbulb in the menu bar opens all of them again.
Create and edit a workspace
Analysts and administrators can create a workspace from the chooser, blank or from an example (a claims portal or an operations alerts workspace). You can save it in a project you edit, like any other file; without a project it goes to the shared Workspace project. The owner and workspace administrators see Edit in the menu bar. The editor opens beside the workspace, and the workspace updates as you edit.
| Tab | What you set |
|---|---|
| General | Name, description, icon, appearance (follow the organization, light or dark), whether people may leave the workspace, which utilities show, the search bar and its starting object type, discoverable modules, external links |
| Home | Logo, a module as the home page, subtitle, columns and their sections |
| Menu bar | Anchored modules and the modules under + |
| Access | Link only or promoted, the organizations it is promoted to, the groups it is the default for, and whether those groups open it first instead of Home |
| Updates | Walkthrough pages: title, description, image, documentation link; order, archive, restore and delete. Saved on their own, outside the version history |
| Code | The whole configuration as JSON, for copying between workspaces. A module shortcut's parameters set the module's interface variables by external id; an object variable takes Type/primaryKey. |
Save publishes a new version straight away. The version button at the top of the editor shows the version you are editing, with an asterisk when you have unsaved changes. Open it to see the history, preview an earlier version, and save it again as the newest version. If someone else saved while you were editing, Converge refuses your save instead of overwriting theirs, so reload and reapply your edits.
Keep people in the workspace
Turn off Allow navigation out of the workspace to hide the platform navigation, external links and help while the workspace is open. People can still sign out. Shortcuts to pages, objects and links, and links inside a module, still open those pages.
Open in a module
On an object, or with objects selected in the explorer, Open in lists the modules that your promoted workspaces mark as discoverable and that take this object type: an interface object variable for one object, an object set for several, or one with no type. Choosing a module opens it as a tab of its workspace with the objects as input.
Share a workspace through Marketplace
A workspace saved in a project can be packaged in a Marketplace product with the modules it uses. Installing the product copies the workspace into the target project and points its shortcuts at the installed copies of those modules. Promotion and default groups are not copied: the installer sets them.
Who can see and change a workspace
A workspace is a file, so its project decides who sees it. You need view access to open it, even by its link, and edit access to change it; a project editor can edit the workspaces in that project. Promotion, default groups and the landing page are set by workspace administrators only. Access to a workspace does not give access to the modules, objects or data shown in it: those keep their own permissions.
Organization settings
Workspace administrators set two things for the whole organization from the building icon in the editor: the default theme for workspaces that follow the organization (the user's own setting, light or dark), and the external links of the workspace menu. A workspace that lists its own external links shows those instead.