Configure the Workspace Site

Overview

Workspace is a focused, task-oriented site with everything case workers and managers need to carry out all of their core responsibilities, from case intake through resolution. Workspace, just like the Control Panel, is highly configurable and allows you to tailor your application to best fit your needs.

Though Workspace comes pre-configured with a variety of helpful views, KPIs, grids, and other information-dense interface components you can easily make additional configurations to the interfaces that support Workspace.

This page is for low-code developers configuring the user interfaces and user experiences for Workspace.

Configure interfaces for Workspace

Case Management Studio is a suite of apps and objects built on the Appian platform. That means that you can edit and configure these objects and apps in Appian Designer, just like you would for any other app or object.

Behind the scenes, Workspace is an Appian site with site pages and supporting interface objects. If you want to make configurations to the interfaces for the Workspace or Cases pages, simply open the interface objects for those pages in Designer and make desired changes.

To make configurations to the interface for the Workspace or Cases page, open the CMGT Case Management Studio Base app in Designer and find the interfaces named CMGT_SitePage_Workspace_InternalUser and CMGT_SitePage_Cases.

To learn about configuring interfaces, see our interface content or check out the interface tutorial.

You can also create your own interfaces and use them in Workspace. If you do, we recommend that you use asynchronous loading for data-rich interfaces like dashboards, both to improve the user experience and to better match the loading experience of out-of-the-box interfaces used for Workspace.

Configure the Reports page

The Reports page works differently from the Workspace and Cases pages. It isn't backed by an interface object. It's a Process HQ - Dashboard page in the Workspace site object, and it points at the Reporting Overview dashboard that ships with the base application.

The Reporting Overview dashboard ships empty. To populate the Reports page, configure reports in Process HQ and add them to that dashboard. For guidance on preparing your case data for reporting, see Configuring Process Insights for Case Management Studio.

If you need case data to build and demonstrate reports against, install the Demo Data module. It loads realistic case categories, case types, workflows, and cases into the base application, so your reports have something to show while you design them.

If you'd rather show your own dashboard, point the Reports page at a different one.

To change the dashboard on the Reports page:

1. In Designer, open the CMGT Case Management Studio Base app and open the Workspace site object.
2. In the Pages section, remove the page that uses the Reporting Overview dashboard.
3. Click ADD PAGE.
4. For Type, select Process HQ - Dashboard.
5. For Content, select your dashboard.
6. Click ADD.
7. Save the site object.

For the full set of page fields, including the Appearance options available to Process HQ pages, see Add a page.

Examples of Workspace configurations

While you can configure the Workspace pages however you need to best fit your use case, here are some common Workspace configurations:

• Add additional components or data.
• Remove unnecessary components or data.
• Create views tailored specifically to your case workers.
• Add KPIs and operational dashboards specifically for your case managers.
• Change default interfaces to meet your own branding and UX standards.
• Change the reports shown to case managers.

Below are some examples of how you can configure the interfaces for Workspace to work best for you.

Enlarge the My Due Dates calendar view

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

Refocus the inteface on the cases view and add KPIs header

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

Change default interface to use branding colors

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

To learn more about our UX design best practices and how to implement your own designs, see the SAIL Design System documentation.

Customizing branding in the Solutions Hub

In addition to making changes directly to the interfaces for Workspace, you can also make branding configurations for Workspace in the Solutions Hub. The Solutions Hub provides options for common branding configurations, including:

• Logos
• Typography
• Color schemes
• Button shape

Feedback