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Workspace administration overview

In this unit, a quick overview of workspace administration is provided before you review workspace configuration options.

Transcript

00:04

This is the workflow overview for the module.

00:07

The first task is an overview of workspace administration before we get into creating and editing workspaces and editing workflows.

00:18

Many workspaces are provided with your Fusion 360 Manage tenant.

00:23

To view the default workspaces provided out-of-the-box, select Administration, Workspace Manager,

00:30

here we have the list of default workspaces.

00:33

Note the types of work spaces such as basic workspace or basic workspace with workflow for example,

00:40

you will be learning how to create new workspaces as well as how to clone workspaces in this module.

00:47

Once a workspace is created, you can configure it using the tools provided.

00:52

Expand the workspace name to view the various configuration tools such as Workspace Settings to edit the name,

00:59

description and other details of the workspace,

01:02

Item Details Tab to configure the fields and sections as well as other tabs for configuring their columns and layouts and more.

01:10

Later in the module, you will be learning how to configure workspaces and their layouts using the tools shown.

01:20

You can also perform some advanced workspace configuration, including adding colors with styles using computed fields.

01:28

This example adds color depending on the values of the business type field, whether it be new business or existing business.

01:35

Note that this is just an example for your information to show what you can do with your workspaces after they initially set up.

01:43

The specifics of this example aren't covered in this module.

01:49

In this demonstration, we will be using Workspace Manager to view the default out-of-the-box workspaces.

01:57

To do this, select Administration, Workspace Manager,

02:02

and shown here, is the list of workspaces.

02:05

Now let's expand the Design Reviews workspace to view all the configuration options,

02:10

select Workspace Settings to view the workspace name and other settings

02:15

and then select Item Details Tab and note the various tabs, sections and fields that can be changed.

02:24

Let's see how the configuration options match up to an actual items details page.

02:29

Shown here is an item in the design reviews workspace with its sections, fields and its tabs.

02:40

Now let's go back and see what else can be configured.

02:45

The Descriptor is another important configuration. In this case

02:48

you see that the descriptor consists of the number, sequence and title.

02:56

Note the option for Workflow Editor as well, which will get more into later in the module,

03:03

and that other workspaces have similar configuration options depending on their type.

Video transcript

00:04

This is the workflow overview for the module.

00:07

The first task is an overview of workspace administration before we get into creating and editing workspaces and editing workflows.

00:18

Many workspaces are provided with your Fusion 360 Manage tenant.

00:23

To view the default workspaces provided out-of-the-box, select Administration, Workspace Manager,

00:30

here we have the list of default workspaces.

00:33

Note the types of work spaces such as basic workspace or basic workspace with workflow for example,

00:40

you will be learning how to create new workspaces as well as how to clone workspaces in this module.

00:47

Once a workspace is created, you can configure it using the tools provided.

00:52

Expand the workspace name to view the various configuration tools such as Workspace Settings to edit the name,

00:59

description and other details of the workspace,

01:02

Item Details Tab to configure the fields and sections as well as other tabs for configuring their columns and layouts and more.

01:10

Later in the module, you will be learning how to configure workspaces and their layouts using the tools shown.

01:20

You can also perform some advanced workspace configuration, including adding colors with styles using computed fields.

01:28

This example adds color depending on the values of the business type field, whether it be new business or existing business.

01:35

Note that this is just an example for your information to show what you can do with your workspaces after they initially set up.

01:43

The specifics of this example aren't covered in this module.

01:49

In this demonstration, we will be using Workspace Manager to view the default out-of-the-box workspaces.

01:57

To do this, select Administration, Workspace Manager,

02:02

and shown here, is the list of workspaces.

02:05

Now let's expand the Design Reviews workspace to view all the configuration options,

02:10

select Workspace Settings to view the workspace name and other settings

02:15

and then select Item Details Tab and note the various tabs, sections and fields that can be changed.

02:24

Let's see how the configuration options match up to an actual items details page.

02:29

Shown here is an item in the design reviews workspace with its sections, fields and its tabs.

02:40

Now let's go back and see what else can be configured.

02:45

The Descriptor is another important configuration. In this case

02:48

you see that the descriptor consists of the number, sequence and title.

02:56

Note the option for Workflow Editor as well, which will get more into later in the module,

03:03

and that other workspaces have similar configuration options depending on their type.

Review Workspace Configuration Options - Exercise

In this exercise, you will use Workspace Manager to view the default, out-of-the-box workspaces.

In the navigation menu, select Administration > Workspace Manager.
Review the list of workspaces, then expand the Design Reviews workspace to view all the configuration options.
Select Workspace Settings to view the workspace name and other settings. Make any changes required, then click Save. Alternatively, click Cancel to return to the Workspace Manager without making changes.
Select Item Details Tab and note the various tabs, sections, and fields that can be changed. Click Cancel to return to the Workspace Manager.
Select Descriptor. Note that the default descriptor for this workspace consists of the Number, Sequence, and Title. Click Cancel to return to the Workspace Manager.
Continue to review the available configuration options for this workspace. If time permits, you can explore other workspaces as well, which will have similar configuration options depending on their type.

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