Edit Workspace Attributes

This topic describes how to edit workspace element attributes.

The Workspace element is used to display the working record in a workspace. After you add this element to your flow diagram, you must edit its attributes to associate it with a new or existing workspace. You must also select the working record that the workspace will display.
Note: Multi-edit and chat workspaces cannot be associated to a Workspaces element.
  1. From your open workflow, select a Workspace element on the canvas.
    The Element Tools tab displays on the ribbon.
  2. Click a button in the Workspace button group.
    The name label is updated with the name of the selected workspace.

    Workspace Attributes

    Button Description

    Select Workspace

    Click this drop-down list to select a workspace to use in the workflow.

    New Workspace

    Click this button to select a new workspace type or import a workspace definition. For information about creating a new workspace, see Edit a Workspace. For information about importing a workspace, see Import a Workflow.

    Edit Workspace

    Click this button to edit the selected workspace. See Edit a Workspace.

    Options

    Click this drop-down list to access workspace attribute options.

    Enable Save

    Select this option to include the Save button group when displaying a record with the workspace. To hide the Save button group, clear this option. This button is enabled by default.

    Open in Subtab Select this option to open the element in a subtab instead of replacing the current editor. Outgoing connectors are not supported.
    Note: This option only applies to the Agent Browser UI.
    Focus Subtab Select this option to set the focus to the subtab.
    Note: This option only applies to the Agent Browser UI.
  3. Click a button in the Working Record button group to select the record you want to display using the workspace. The working record label is updated with the name of the selected working record.
  4. If more than one record of the selected type is open in the record pool, click a button on the right of the Working Record button group to select the record you want to display using the workspace.
    Tip: For a menu of available records, click Expand Working Records below the scroll bar in the Working Record button group.