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Finance | Project Operations, Human Resources, ...
Suggested answer

How to publish workspace ?

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Posted on by 174

Hello,

We realised one workspace for the logistic colleagues acording my company processes. So I created the workspace on my dashboard and now, I'm looking to publish it for all the employees in the LOGISTIC role.

But that won't work.

In the workspace, I go here and click on Publish :

pastedimage1658313951132v1.png

I select the role and put the name of the workspace :

pastedimage1658314053517v2.png

But here is the problem, the workspace is not plublishd but my colleagues have only one empty view with the error message :

dzessq.png

It looks like the method doen't plublish the worspace, but only the view. I would be able to copy the workspace from the the Personalization menu as a personal view, but it's not a personal view, it's a organisation wokspace.

Could youexplain me how to create and share workspace for an entire role ?

Thank you,

JBB

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  • Suggested answer
    CU19080313-1 Profile Picture
    8 on at
    How to publish workspace ?
    Hey Jean,
     
    In order to publish custom workspaces you need to do the following. 
     
    1. Enable "Saved views support for workspaces" Feature
    2. PUBLISH all saved views that you wish to utilised in the custom workspace to the relevant Security roles/Users who will view this saved view (Be sure to publish this view to yourself also)
    3. Select the Published Saved view (not your custom view) and add to the Workspace accordingly
    4. Publish workspace
     
    In summary, you need to publish all saved views before you add them to the workspace, to allow you to publish the workspace :)
     
    So you will need to plan your workspaces in advance if you wish to publish them
    Identifying what your custom saved views will be 
    Idenify which users or security roles will use workspace. 
     
     
     
     
     
     
     
     
  • PawanD Profile Picture
    457 on at
    RE: How to publish workspace ?

    Copying the workspaces to user accounts is one way of doing it but there is a feature which when enabled, it allows the workspace to be published to a security role, instead of publishing to each individual user. Have enabled and testing that. Am facing what JeanB was facing.

    JeanB - Any updates from your side on this issue?

  • André Arnaud de Calavon Profile Picture
    297,316 Super User 2025 Season 2 on at
    RE: How to publish workspace ?

    Hi Jean,

    I'm not able to read all French screenshots. I do understand you try to publish the saved views. For personal workspaces, you first have to create a workspace per user and then copy the personalization of the workspaces. You can do that with export and import or copy personal views using the Personalization form.

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