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Workspaces Dashboard in Web Tools


The Workspace dashboard enables users to view the list of all workspaces that were created and currently presented in the database. From the workspace dashboard, you can perform various operations on workspaces.

Figure 5 illustrates the Workspace dashboard in Web Tools.

Figure 5. Example of the Workspace dashboard in Web Tools
Explanation of Callouts

Figure 5includes the following information:

  1. Toolbar and menus.

    Use the toolbar and menu items to initiate various actions. The application-level menu (File, Edit, View, Navigate, Query, Tools, and Help) appears depending on your system configurations.

    For more information about toolbar and menus, see the Configuring Siebel eBusiness Applications guide.

  2. Workspace icon and user name.
    • Click the Workspace icon to navigate to the Workspace Dashboard view in Siebel Tools. For more information, see Workspace Dashboard in Siebel Tools.
    • Click the User icon (a man) to display the name of current workspace user, access the Settings button, or log out. Click the Settings button to set the date and time by which updated records need to be marked as changed.
  3. The Workspace menu.

    The Workspace menu displays different buttons that are used to configure and manage workspaces. These buttons are active or displayed depending on the current workspace user and the selected workspace.

    This table lists and describes the buttons on the Workspace menu:

    Button
    Description

    Create

    Click this button to create a new workspace.

    Delete

    Select a workspace and click this button to delete the selected workspace.

    Open

    Click this button to open an existing workspace.

    Version

    Click this button to view the version of the selected workspace.

    Submit for Delivery

    Click this button to change the status of the workspace and make it ready for delivering the changes to the MAIN workspace.

    Rebase

    Click this button to apply the changes that were made in the parent workspace into the current workspace.

    Deliver

    Click this button to deliver the changes in the workspace to the MAIN workspace.

    This button is available only to the user who is also the owner of the MAIN workspace.

    Checkpoint

    Click this button to check in the changes that you made to the current version of the workspace.

    Revert

    Click this button to revert the changes that you made to the current version of that workspace.

    Merge Reports

    Click this button to view and resolve the conflicts that occurred during the rebase process.

    Compare

    Click this button to view the differences that are made to the objects in two selected workspace versions.

    Undo Submit for Delivery

    Click this button to cancel the workspace delivery process.

  4. Title of the workspace and its latest version.

    This section also include the Close button that is used to close the current workspace.

  5. The Workspace pane.

    This pane lists all available workspaces in the database and their statuses. This pane is expandable and collapsible. You can select a workspace and then view the versions of the selected workspace and the list of modified objects for the selected version.

    By default, Web Tools opens the latest version of the root workspace and this workspace is set at the session. Also, the root workspace is the only workspace in the Workspace explorer pane and it is always a read-only workspace.

    Depend on the workspace that you select in this pane, different buttons are available in the Workspace menu.

    This table describes the filter sections in the Workspace pane:

    Option
    Description

    My Workspaces

    Expand this section to view all workspaces that you own regardless of their status.

    My In-progress Workspaces

    Expand this section to view the workspaces that you own and that have the status of Edit In Progress.

    Workspaces

    Expand this section to view all workspaces that were created by all users of the current development environment.

  6. The Modified Objects pane.

    This pane lists the objects that were modified in the current version of the workspace. This pane displays the object name, object type, and operation type performed on the modified objects.

  7. The Workspace Version pane.

    This lists the versions of the selected workspace and the rebase version information. This pane also lists the author of the workspace, his/her email, date and time the workspace was modified, and the contact email, and a message of the last updated version.

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