Workspaces and Views

Workspaces

In Essembi, workspaces are the containers that hold multiple views and manage security access for related work. They are typically organized by team but can be organized in other ways based on the business case.

Each active workspace that is set to show in the menu appears in the left-hand menu with its icon. Access to workspaces and views is controlled by role-based security.

Managing Workspaces

There are two primary ways to manage workspaces:

1. Users with access to Essembi settings can manage workspaces under Settings > Workspaces. From here you can view workspaces, open them to modify settings, reorder them, and re-activate archived workspaces.
2. From within a workspace, open Customize and select Customize Workspace to update that workspace's settings, manage its views, and adjust security.

Workspace Settings

• Workspace Name: Name shown in the menu and workspace title.
• Icon: Icon shown in the left-hand menu.
• Show in Menu: Whether the workspace appears in the left-hand menu.
• Show Under 'Settings' Menu: When enabled (and Show in Menu is on), places the workspace under Settings instead of the main menu.
• Archived: Archives the workspace so it is no longer shown in normal navigation. Archived workspaces can still be managed from Settings > Workspaces.
• Security: Opens workspace access settings. See role-based security.

Sorting Workspaces

Workspaces are shown in the menu based on the sort established in Settings > Workspaces.

Creating a Workspace

1. Select Create Workspace from the left menu footer, or go to Settings > Workspaces > Create.
2. Enter a Workspace Name, choose how the first view is powered (new table or existing data source), and select the first view type.
3. Continue into the first view editor, configure the view, and save. The creating team is typically granted Manager access on the new workspace.

Views

Views are different ways of visualizing and interacting with data inside a workspace. Choose the view type that best fits the workflow.

View Types

• Sheet View: Spreadsheet-style grid for browsing and editing records. See the sheet view help.
• Chart View: Graphs, metric cards, and other dashboard elements. See the workspaces and views / charts guidance.
• Board View: Kanban-style board. See the board view help.
• Gantt View: Schedule and timeline tracking. See the gantt view help.
• Timeline View: Timeline-oriented visualization of records over time.

Data Sets for Views

Views can be powered by:

• Tables: A single table.
• Reports: Out-of-the-box report sets from modules (for example, run rate or OEE reports).
• Data Models: Related tables joined together for the ideal dataset.

Creating a New View

1. Open the workspace where the view should live.
2. Select Customize, then Create View (requires workspace edit rights).
3. Enter a Name, choose the data source (for sheets: new table or existing data source), and select the view type (Sheet, Charts, Board, Gantt, or Timeline).
4. Select Continue to open the type-specific editor.
5. Configure the view settings (name, data source, default filter, parent view, data editing, fields/layout, actions, and security as applicable), then save.

New views inherit view edit/view access for the creating team by default. Adjust Security on the view or workspace as needed.

Customizing an Existing View

1. Open the view.
2. Select Customize, then Customize View (requires workspace edit or view edit rights).
3. Update shared settings such as Name, Data Source, Default Filter, Override Table Name, Parent View, Data Editing, and Archived.
4. Update type-specific options (for sheets: fields, default create action, visual totals, drill downs, conditional formatting, actions, etc.).
5. Save your changes.

For sheets, you can also make layout changes directly on the view (add/remove columns, rename, resize, pin, sort) and click Save Sheet Layout when the layout has unsaved changes.

Alternatively, open Customize Workspace, find the view in the views grid, and choose Edit.

Common View Settings

• Name: Tab / menu label for the view.
• Data Source: Table or data model that powers the view.
• Default Filter: Saved filter applied when the view opens.
• Override Table Name: Optional caption override used in create/edit labels (not used on charts).
• Parent View: Makes this view a child under another top-level view in the workspace header dropdown. Left menu lists top-level views; children appear under the parent tab.
• Data Editing: Editable, Read Only, or Security Controlled (not used on charts).
• Archived: Hides the view from normal navigation when checked.
• Security: Manage which teams can view or edit the view / edit data. See role-based security.

Moving a View to a Different Workspace

1. Open the view (or Customize Workspace).
2. Select Customize > Move View (or use Move View on the view row in Customize Workspace).
3. Choose the Destination Workspace.
4. Optionally set a Parent View in the destination, and choose Include Child Views if this view has children you want to move with it.
5. Select Continue. You are redirected to the destination workspace.

You need edit rights on the source view/workspace and edit rights on the destination workspace.

Copying a View

1. Open the view (or Customize Workspace).
2. Select Customize > Copy View.
3. Enter a Copy Name.
4. Choose the Destination Workspace (defaults to the current workspace).
5. Optionally set Parent View and Include Child Views.
6. Select Continue. Essembi deep-clones the view (and optionally its children) into the destination.

Parent Views and Menu Structure

Top-level views appear as tabs in the workspace header. Views with a Parent View appear in that parent's dropdown. Nesting is one level deep. Users with workspace edit rights can drag-reorder top-level tabs.

Published Dashboards

Published dashboards let you rotate chart views in a slideshow for TVs and other displays around the facility. For setup steps, configuration options, launching URLs, and hardware recommendations, see the published dashboards help.