How to use workspaces

How to

Access workspaces

Workspaces can be accessed in the desktop, or in a browser using the Self Service web app.

Desktop

Can be accessed from:

  • The Enquiries folder from the relevant section of the menu. They are shown with a icon.

  • From the Workspaces section of the menu.
Web client

Open: Tools > Show Workspaces in Browser.

  • Log in using your Sage account.
  • Select the Company.

Navigate between workspaces

Related workspaces can be opened from the Actions menu. You can also open a related workspace with content filtered for a selected item. For example:

  1. Select the check box for a customer from the Customer Account Enquiry.
  2. Right-click and select a related workspace from the list of actions, such as the Customer Current Transaction Enquiry. The Customer Current Transaction Enquiry opens with the list of transactions automatically filtered for the selected customer.

Quickly filter items in a list

Use the toolbar filter to quickly find items in a list.

Enter the text or value that you want to find in the box above the required column.

To return to the full list clear the toolbar filter box. The toolbar filters are not saved once you navigate away from the workspace.

Note: The toolbar filter is not available if an advanced filter is applied to the list is filtered using an Or filter.

The default operators for the toolbar filters:

  • Columns with text use Contains.
  • Columns with numerical values use Equals.
  • Columns with Yes or No values use a drop list.

Set up reusable filters

You can create reusable filters that you can save and use for each workspace. The workspaces are not filtered by default.

Once you have created and saved a filter, they are available from the drop- down list to all users who can access the workspace.

  1. Click the Filter: No filtering drop-down and click Create New Filter.
  2. Enter a unique name for the filter.
  3. Note: If the name has not been used, it will be shown as Available ().

  4. Click Add condition for each condition that you want to apply to the filter.
  5. Select the column you want to filter from the New Condition list and enter the match type and value.
  6. Select All conditions if you want the filter to include only those items that match all conditions, or select Any condition if you want the filter to include items that match any of the conditions specified in the filter.
  7. Click Save and Close to save the filter.

    The filter can now be selected from the Filter drop down list.

Examples
  • Filter to see customer accounts with a balance between two values:

  • Filter to see customer accounts for two different regions (set up as Analysis Codes):

Open other windows (Actions)

You can open other Sage 200cloud windows or related workspaces from the Actions menu. You can:

  • Open an action from the link on the toolbar.
  • Double-click an item to perform the default action.
  • Right-click and select Actions or select Actions from the toolbar. Select the required action from the list.

Note: If you are accessing the workspace via a browser, you can perform limited actions on some workspaces such as add a memo or query flag to a transaction or open related workspaces. You can authorise purchase orders and authorise and enter timesheet and expense claims using the Self Service web app.

Note: You can use the Workspace Designer to change the default actions, add or remove actions, and change the order the actions appear in the drop-down list.

Export to Excel

Data displayed in the lists can be exported to an Excel spreadsheet. Select Excel from the toolbar to send the data in the list to an Excel spreadsheet.

  1. To send a selection of items from the list, first select the items to export.

  2. Select Export from the toolbar.
  3. Choose what to export.

    • Export Selected: Selected items are exported to the Excel spreadsheet.
    • Export All: All items are exported to an Excel spreadsheet. If you have filtered the list, only the filtered items are included.

Note: If you are using Internet Explorer as your browser, you will see an additional box at the bottom of the screen. Choose whether to Open or Save the Excel file.

Print items

Select Print from the toolbar to print selected items. This prints the visible columns in the order that they are currently displayed on the workspace. A print preview opens in a separate window.

Change the page size (Lists)

Use this to control the number of rows that are displayed per page for list content parts.

  • Select the required number of rows to display per page.

Resize workspaces

You can resize workspaces, making the display of a content part larger or smaller by using the resize icons to expand or contract the content part to the size you want it to be.

The resize icons appear when you hover over the edges of the workspace with the mouse.

  • To resize a content part vertically, hover over the foot of the content part and when you see the resize icon use the mouse to drag the content part up or down to the size you want.
  • To resize a content part horizontally, hover over the side of the content part and when you see use the mouse to drag the content part left or right to the size you want.

Customise your workspace

You can change how the data is displayed on a workspace and these changes are saved per user when you leave the workspace.

From each workspace, you can:


Useful Info

About workspaces

The workspaces in Sage 200cloud provide an overview of the primary information stored in Sage 200cloud for each module. Use workspaces to find and analyse important information and perform related tasks (Actions).

Each workspace usually has a master list which is connected to other panels containing details or linked information about a selected item in the master list. When a item is highlighted in yellow, information about this item is displayed on other panels. This can be further details about the selected item, information about linked items in another list such transactions for a customer account, or information displayed as a chart.

What you can use them for

You can use workspaces to:

  • View related data across entities. For example, you can see related sales orders from the Customer Transaction Enquiry.
  • Open Sage 200cloud screens to complete a task. For example, you can amend an account from the Customer Account Enquiry workspace.
  • Run relevant reports.
  • Exported selected data to an Excel spreadsheet.
  • Print selected data.

The workspaces provided with Sage 200cloud have been designed to demonstrate the information that can be shown on a workspace for each type of data; such as customer, suppliers, nominal accounts; rather than for particular task or process, as this can vary greatly from business to business.

Workspace components

Data is displayed on a workspace in sections or panels. This data can be displayed in the following ways:

Lists

Information displayed in lists can be filtered and sorted to display just the information you require.

Each list also has a toolbar allowing you to filter the list, run reports, print the list, export the list to an Excel spreadsheet, open related Sage 200cloud windows (desktop application only) and other workspaces.

Lists can be connected to other panels. When you highlight an item on a list, more information about that item is displayed in another panel.

Details

This displays detailed information about an item selected in a list.

Charts

This displays information in a bar chart format. A chart can display details about a specific item selected from a list, or you can select an item from a chart and view further details on another panel.

Use the icon to expand the chart to full screen size.


Fix it

A problem occurred trying to load this workspace error

This error occurs when you do not have access to the workspace.

To access a workspace, you must have the workspace enabled for your user in User Access settings.

To resolve this:

  • If a workspace is missing that you need to use, ask your system administrator to enable the workspace in User Access.

Please select a row error

Certain actions and tasks must have a specific row or rows selected, using the check box to the left of the row. This is because you have to specify a record before you can open certain windows. For example, you must choose a bank account before you can add a memo. In the same way, you have specify certain records before you can print or export selected records.

You will see this error if you have chosen one of these tasks or actions and have not selected a row (using the check box).

[Workspace name] does not have a default action error

Double-clicking an item in a list, opens a Sage 200cloud window (action). The window that opens is the one that is set as the Default action on the content part.

You will see this error if you have double-clicked on a item in a list and a default action has not been defined. For example, the Who Supplies What workspace does not have a default action defined 'out of the box'. You can set a default action using the Action Selector (Actions > Action Selector).

Missing workspaces or workspace content