1. Using B2C Service
  2. Import a Workspace

Import a Workspace

This procedure describes how to import a workspace.

  1. From the Workspaces explorer, click New. (If workflows are enabled, the button will be labeled New Workspace.)
    The New Workspace window opens.
  2. Click Import Workspace from an Exported Workspace File to open the Import Workspace wizard.
  3. Click Next.
  4. Do one of the following:

    • Enter the full path of the workspace definition file you want to import.

    • Click Browse to find the file on your workstation and click Open.

  5. Click Next.
  6. To map the file to a workspace type, click the Map To Type drop-down list and select the record type you want to map the workspace to. By default, the imported workspace is mapped to the same workspace type as the original workspace.
    Note: If items from the workspace you are importing are not used by the workspace type you are converting it to, the next window lists these invalid items and informs you that they will be replaced by spacers, field placeholders, or removed from the imported workspace. Since most database fields and workspace controls are not shared by workspace types, the majority of fields and controls will often not be included in the new workspace when you convert the type. However, this option is helpful if you want to import the general layout from a workspace with a different type.
  7. Click Next.
  8. If the workspace includes records from a custom object, click the Map To Record Type drop-down list and select the record type you want to map the records to. If B2C Service detects a record type of the same name already in the site, it is selected by default.
  9. Click Next.
  10. Click Finish.
    The workspace designer opens with the imported workspace. Any fields on the workspace that do not exist on the site you are importing the workspace into will be indicated as unavailable.
  11. Edit the workspace to remove or replace fields that are not available. See Edit a Workspace.
  12. Click Save.
    When you save a workspace, reports that are used by the workspace report controls will be checked to ensure they exist on the site. If a report does not exist, a message will be placed in the control stating the report is no longer available. You can save a workspace that has invalid reports, but you will need to select new reports for the controls before they can be used by the workspace.