7.2 Designing a Custom Workspace View

The steps in this section describe how to customize (design) a workspace view after it has already been created. For information on how to create a custom workspace view, see Section 2.9, Creating Custom Workspace Views.

You can design a workspace view immediately after you create it, or you can modify the design of an existing workspace view. For information on how to modify an existing workspace view, see Section 7.3, Modifying an Existing Workspace View.

Teaming enables you to design the workspace form and the workspace view. You must design both the form and view of a workspace in order for the elements to be displayed in the workspace view.

7.2.1 Designing the Workspace Add/Modify Form

The workspace add/modify form is the form you see when you are modifying the content of your workspace home page. This form needs to contain all of the elements and layout options that you want to display in your workspace home page. For example, you might want to display multiple remote applications and a two-column table.

Teaming provides you with all of the tools necessary to create a custom workspace form that suits your needs.

After you add elements and layout options to the workspace form, you must then add those same elements and layout options to the workspace view in order for them to be displayed in your workspace. For information on how to add features to the workspace view, see Designing the Workspace View.

  1. Under the custom workspace form that you created, expand Workspace Add/Modify Form.

    All of the elements and layout options that are currently applied to your form are displayed.

    Designer Page

  2. Add and modify the desired elements and layout options, as described in the following sections:

Adding Additional Elements to a Form

  1. Click Workspace Add/Modify Form.

  2. In the Workspace Add/Modify Form window, on the right side of the page, click Add.

  3. In the Standard Form Elements section, click the element that you want to add.

    For information on the types of elements that you can add, see Section 7.6.1, Workspace Form Elements.

  4. Specify the appropriate information.

  5. Click OK.

Modifying Elements in a Form

  1. Expand Form, then click the element that you want to modify.

  2. In the window on the right side of the page, click Modify.

  3. Make the desired modifications, such as changing the caption or data name, then click OK.

Based on the modifications that you make to a form element, you might need to make the same modifications to the corresponding view element.

Adding Additional Layout Options to a Form

  1. Click Workspace Add/Modify Form.

  2. In the Workspace Add/Modify Form window, on the right side of the page, click Add.

  3. In the Layout Options section, click the layout option that you want to add.

    For information on the types of layout options that you can add, see Section 7.7, Understanding Layout Options.

  4. Specify the appropriate information.

  5. Click OK.

7.2.2 Designing the Workspace View

The workspace view is how the information from your workspace add/modify form is displayed to users who view your workspace. Every form must have a corresponding view. This view needs to contain all of the elements and layout options that you want to display in your workspace home page; it is made up of elements from the form.

Teaming provides you with all of the tools necessary to create a workspace view that suits any of the purposes that you want to accomplish with your workspace.

Before you can add elements and layout options to the workspace view, you must first add those same elements and layout options to the workspace form in order for them to be displayed in your workspace. For information on how to add features to the workspace form, see Designing the Workspace Add/Modify Form.

  1. Under the custom entry form that you created, expand Workspace view.

    All of the elements and layout options that are currently applied to your view are displayed.

    Workspace View Elements

  2. Add the desired elements and layout options, as described in the following sections:

Adding Additional Elements to a View

  1. Click Workspace view.

  2. In the Workspace view window, on the right side of the page, click Add.

  3. In the Standard Form Elements section click the element that you want to add.

    When you add elements to a view, you add elements that have already been added to the form; any form element that you create can be added as a view element.

    For information on the types of elements that you can add that are specific to Views, see Section 7.6.1, Workspace Form Elements.

  4. Specify the appropriate information.

  5. Click OK.

Adding Additional Layout Options to a View

  1. Click Workspace view.

  2. In the Workspace view window, on the right side of the page, click Add.

  3. In the Layout Options section, click the layout option that you want to add.

    For information on the types of layout options that you can add, see Section 7.7, Understanding Layout Options.

  4. Specify the appropriate information.

  5. Click OK.