Creating Workspace Templates

Workspace templates duplicate existing workspaces with their existing widgets and certain settings intact. Authorized users can use these presets to create their own workspaces, and should expect workspace templates to retain the following:

• The name of the workspace template.
• Widgets used in the workspace template, including:
  • The layout.
  • Any custom names set for the widgets.
  • Any filters/searches applied for certain widgets (Notifications, Notifications Explorer, Collections, etc.).

Assumptions

This guide assumes the users utilizing view templates have the following permissions:

• Workstation: Views: View
• Workstation: Templates Views: Edit

Creating Workspace Templates

Assuming a workspace has already been constructed with the desired widgets, names, layouts, and applied filters, it is possible to create a template from it.

To create a workspace template:

1. At the top navigation bar of Workstation, click Home.
2. From the Workstation home page, locate the workspace to be used for template creation.
3. At the top right of the widget, click the More menu (⋮). A submenu opens.
4. Click Save as a Template.
5. Confirm or enter the desired name for the view template.
6. Optionally, enter a description to provide important details about the view.
7. Click Ok to save the view template, or Cancel to discard the changes.

Deleting Workspace Templates

If a workspace template was created by mistake or is no longer needed, it is possible to delete it.

To delete a workspace templates:

1. On the Home page, in the left side drawer, click Templates. The Workspace Templates UI opens.
2. Locate the workspace template to be deleted.
3. On the upper-right side of the template, click the More menu (⋮). A submenu opens.
4. Select Delete.
5. Click Delete in the confirmation dialogue that appears, or Cancel to stop the deletion.

Warning

It is not possible to edit workspace templates. When a template should be changed, make adjustments to the original workspace, re-save the updated template, and optionally delete the old template.

Creating Workspaces from Workspace Templates

Create, work with, and edit new workspaces from workspace templates. Users can also add widgets to a workspace template as needed without changing the template for other users.

To create a workspace from a workspace template:

1. From the Home page in the left side drawer, click Templates. The Workspace Templates UI opens.
2. Locate the workspace template to use in workspace creation.
3. On the bottom right side of the workspace template, click Create. A modal pop up opens.
4. Enter a desired name for the new workspace.
5. Optionally, enter a description for the new workspace.
6. Click Ok to create the view, or Cancel to discard the changes.