Each workspace has a set of actions defined in the content part. The default workspaces each have a set of actions available 'out of the box'. You can add or remove actions using the Action Selector or Workspace Designer.
Sage 200 windows (actions) also have features defined in System Administration. To be able to access an action from a workspace, you must have the relevant feature for that action enabled for your role, even if you have access to the workspace.
If you are accessing the workspace via the Self Service web app, only a limited number of actions are available, as you cannot open Sage 200 windows from a browser.
If an action is not displayed on the Actions drop-down list, check the following:
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Make sure that the action is authorised for your role or check that you are a member of the correct role in System Administration.
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Check that the action has not be hidden on the workspace, using the Action Selector (Actions > Action Selector).
If required, you can choose to show or hide an action from here.
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If the action is missing for all users, check that the action is defined for the content part in the Workspace Designer.
If required, you can add or remove an action here. (
Tools > Run Workspace Designer.)
Note: To access the Workspace Designer, you must have the Can Edit Workspaces option selected on your user properties in System Administration.