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Add and Configure an App Page

A workspace app is composed of pages, individual screens that serve a particular purpose within the larger app. For example, you might have an Intake and Triage workspace app designed for the Legal Operations team that includes a page for Matter Intake, a page for Matter Triage, a page for Employee Feedback, and so on. Each page serves a singular purpose but contributes to the overall functionality of the app.

Building a workspace app consists primarily of adding and configuring the individual pages that app contains, including adding widgets and customizing how each widget displays and functions.

To add and configure a new workspace app page, follow the steps below:

  1. Navigate to the solution you want to create the workspace app for.

  2. In the Workspace App section, select + Add Page. The Create New Page window displays.

  3. Enter the following information in the appropriate field:

    • Name - The title of the page. This name displays as the page title and on the page tab in the left panel of the workspace app

    • URL Slug - The URL slug is the last part of the page URL, which is used by all makers and process contributors to view the page. For example, in the URL, the slug is /b2b-customer-onboarding.

    • Description - A brief description of the page.


    When finished, select Create Page. The new page displays in the Workspace App section.

  4. Select the page in the Workspace App section. The Solution site panel displays.

  5. Select Edit on the page tile. The page builder displays.


Add and Configure Widgets

Widgets are pre-built, self-contained units that serve a specific function on your page. In many cases, this function is to display a particular group of fields, but widgets can also enable users to activate actions or leave comments using the page.

See Workspace App Widgets for a list of all available widgets and their functions.

  1. In the right portion of the page builder, locate the widget panel.

  2. Select the widget you want to add to the page. The widget is added to the page and displays in the page builder, along with the widget property panel.

  3. In the Header section of the widget panel, select the Title and Icon for the widget, then determine whether the widget displays at half-width or full-width on the page.

  4. Below the Header section is a widget-specific section that contains the relevant content for the specific widget you're configuring. For example, in the Actions widget, this section is titled "Actions" and displays a list of available actions that you can select to include in the widget. For another widget, like Key Metrics, this section contains the various fields you may want to display.

    The Header section is shared by all widgets, but not all widgets have an additional widget-specific section. The Rich Text widget, for example, only has a Header section because it doesn't require any specific configuration.

    Configure the widget-specific action as desired.

    By default, the page is configured to enable users to open form-based actions on a new tab using a keyboard shortcut (Cmd + select the action on Mac or Ctrl + select the action on Windows). Turn off the Open as a modal by default toggle to disable this feature.

  5. For some widgets, like the Items Table, filter the items that display on the page by configuring a condition group.

  6. Where relevant, choose the fields you want to display on the page by selecting the relevant field checkbox.

  7. To add another widget, select Add Widget below the existing widgets.


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