14. Maker Course - Create Workspace App Pages
Video Walkthrough
Follow Along:
Create and Configure the Requester Workspace App Page
From the module builder, select the solution name in the upper left. The Solutions screen displays.
In the left panel, locate the Workspace App section and select the plus icon, +. The Create New Workspace App Page window displays.
Enter the following field values:
Name - "My Orders"
Select icon - Select an icon if desired
URL ID - "my_orders"
When finished, select Create Page. The workspace app page is created.
Select the newly created page in the left panel. The Workspace App screen displays.
Select Edit on the My Orders page. The page builder displays.
Select the page configuration button,
, on the left. The Page Configuration panel displays.Scroll down to the Main Call to Action field, select the dropdown, and select the Intake Interface Accessed sequence. The action button is added to the page.
On the newly added sequence in the Main Call to Action field, select the three dots icon,
, and select Edit action label. The Action Configuration window displays.Enter a custom Label for the button: "Place New Order". When finished, select Save. The Action Configuration window closes.
Add Items Table Widget
In the widget panel, select the Items Table widget. The Items Table widget is added to the page and the widget properties panel displays.
Rename the Title to "My Orders".
Scroll down to the Items section, select the Module dropdown, and select the Intake module.
Select the Drill down interface dropdown and select the Request Details interface.
In the Filter and sort items condition group, set a new condition to only display items where Submitting User is Equal to View email.
Turn on the Display column filters toggle.
In the Table Fields section, de-select the Show / Hide all fields checkbox to remove all fields from the widget.
Select the new field dropdown at the bottom of the list and select the Plushy Type field to include it in the Items Table widget. Repeat this process for the following fields:
Submitting User
Required By Date
Order Created On
Select the default Status field checkbox to include it in the widget, and use the field arrows to reposition it below the Plushy Type field.
Select the solution name in the upper left to return to the Workspace App screen.
Create and Configure the Admin Metrics Workspace App Page
On the Workspace App page, select + Add Page. The Create New Workspace App Page window displays.
Enter the following field values:
Name - "All Orders"
Select icon - Select an icon if desired
URL ID - "all_orders"
When finished, select Create Page. The workspace app page is created.
Add Key Metrics Widget
In the widget panel, select the Key Metrics widget. The Key Metrics widget is added to the page and the widget properties panel displays.
In the widget properties panel, scroll down to the Fields section, select the dropdown, and select the Count of Requests global field.
Rename the Title to "Number of Orders Submitted".
Add a Chart Widget
In the widget builder, select the + Add Widget button. The Add Widget panel displays.
Select the Chart widget. The Chart widget is added to the page and the widget properties displays.
In the Chart section, select the Categorical Data Type.
In the Fields section, select the dropdown and select the Count of Request Per In/Out of Stock global field. The chart displays in the widget.
Select the Display option that you prefer.
Rename the Title to "Number of Orders In/Out of Stock".
Add an Items Table Widget
In the widget builder, select the + Add Widget button. The Add Widget panel displays.
Select the Items Table widget. The Items Table widget is added to the page and the widget properties displays.
Rename the Title to "All Orders".
Scroll down to the Items section, select the Module dropdown, and select the Intake module.
Turn on the Display column filters toggle.
In the Table Fields section, de-select the Show / Hide all fields checkbox to remove all fields from the widget.
Select the new field dropdown at the bottom of the list and select the Plushy Type field to include it in the Items Table widget. Repeat this process for the following fields:
Submitting User
Required By Date
Order Created On
Select the default Status field checkbox to include it in the widget, and use the field arrows to reposition it below the Plushy Type field.
Update Settings to Restrict Page to Admins (Optional)
If you have business groups configured in your board (either directly in Tonkean or imported from an identity provider), you can restrict access to the admin metrics page:
Select the page configuration button,
, on the left. The Page Configuration panel displays.Select the Allowed Business Groups dropdown and choose the relevant admin business group.
Preview the Workspace App
Select Preview in the upper right. A preview version of the workspace app opens in a new browser tab.
Explore the widgets in each page, checking widget filters and drilling down into specific requests.
You've created a workspace app complete with two custom pages, each designed for a different persona. Next, finally, we will publish the solution and make our process available to users.