Workspace
Overview
Workspace – Business Overview
The Workspace is a central organizing tool in Dafater that helps businesses structure how users see and access their daily work. It acts as a personalized or role-based business dashboard, bringing together relevant activities, documents, reports, and shortcuts in one clear view.
What the Workspace Is Used For
In business operations, the Workspace is used to:
- Organize daily work by department, role, or function
- Provide quick access to commonly used documents and actions
- Guide users on what tasks or processes they should focus on
- Improve productivity by reducing time spent searching for information
Think of the Workspace as a digital work area where each team starts their day.
Prerequisites and Setup Requirements
Before using the Workspace, the following should be in place:
- Business processes and document types must already be defined in Dafater
- User roles and responsibilities should be clearly identified
- Key reports, transactions, and activities should be known
This ensures each Workspace reflects real business needs rather than generic menus.
Typical Workflow and Business Fit
A typical business workflow using the Workspace looks like this:
- Design the Workspace based on a department or role (e.g., Sales, Finance, Operations)
- Group related activities such as transactions, approvals, and reports
- Users log in daily and start their work directly from the Workspace
- Managers monitor progress using quick links and summaries available in the Workspace
The Workspace becomes the starting point for daily operations, aligning people with processes.
Key Business Scenarios Where Workspace Is Essential
The Workspace is especially valuable in situations such as:
- Department-based operations where each team needs a focused view
- Management oversight, offering quick access to reports and approvals
- Growing organizations that need structure as processes expand
- New user onboarding, helping employees understand what they need to do
It ensures everyone works from a consistent and organized business view.
Important Considerations for Users
When using the Workspace, users should keep in mind:
- A well-designed Workspace improves efficiency; a cluttered one causes confusion
- It should reflect actual business responsibilities, not just system features
- Regular review is important as processes and priorities change
- Simplicity is key—only include what users need daily
Summary
The Workspace in Dafater is a powerful business organization tool that aligns people, processes, and priorities. By providing a clear, role-based view of work, it helps teams operate efficiently, reduces errors, and supports better decision-making across the organization.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| label | Name | Data | ✓ | - | Internal name identifying the workspace in Dafater. |
| title | Title | Data | ✓ | - | Displayed title shown to users on the Dafater workspace. |
| sequence_id | Sequence Id | Float | - | Order number determining workspace display sequence. | |
| for_user | For User | Data | - | Specific user this workspace is personalized for. | |
| parent_page | Parent Page | Data | - | Parent workspace page under which this page appears. | |
| module | Module | Link | Module Def | Dafater module this workspace belongs to. | |
| icon | Icon | Icon | - | Icon representing the workspace in navigation. | |
| indicator_color | Indicator Color | Select | green, cyan, blue, orange, yellow, gray, grey, ... | Color indicator highlighting the workspace status. | |
| restricttodomain | Restrict to Domain | Link | Domain | Limits workspace visibility to a specific Dafater domain. | |
| hide_custom | Hide Custom DocTypes and Reports | Check | - | Hides custom DocTypes and reports from this workspace. | |
| public | Public | Check | - | Allows all users to access this workspace. | |
| is_hidden | Is Hidden | Check | - | Hides the workspace from standard user navigation. | |
| content | Content | Long Text | - | JSON or HTML layout content defining workspace structure. | |
| number_cards | Number Cards | Table | Workspace Number Card | Key metric cards displayed on the workspace. | |
| charts | Charts | Table | Workspace Chart | Analytical charts shown within the workspace. | |
| shortcuts | Shortcuts | Table | Workspace Shortcut | Quick access shortcuts to Dafater records and actions. | |
| links | Links | Table | Workspace Link | Useful navigation links displayed on the workspace. | |
| quick_lists | Quick Lists | Table | Workspace Quick List | Predefined lists for fast access to important records. | |
| custom_blocks | Custom Blocks | Table | Workspace Custom Block | Custom UI blocks added to extend workspace functionality. | |
| roles | Roles | Table | Has Role | Roles permitted to view and use this workspace. |
Child Tables
Number Cards (Workspace Number Card)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| numbercardname | Number Card Name | Link | ✓ | Number Card | Select Dafater number card to display metrics |
| label | Label | Data | - | Custom label shown on Dafater workspace card |
Charts (Workspace Chart)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| chart_name | Chart Name | Link | ✓ | Dashboard Chart | Select Dafater dashboard chart displayed in this workspace. |
| label | Label | Data | - | Custom label shown for this chart in Dafater workspace. |
Shortcuts (Workspace Shortcut)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| type | Type | Select | ✓ | DocType, Report, Page, Dashboard, URL | Shortcut target type within Dafater workspace. |
| link_to | Link To | Dynamic Link | type | Select Dafater record or resource based on chosen type. | |
| url | URL | Data | - | External or internal URL opened from Dafater workspace. | |
| doc_view | DocType View | Select | , List, Report Builder, Dashboard, Tree, New, C... | Default Dafater DocType view opened by the shortcut. | |
| kanban_board | Kanban Board | Link | Kanban Board | Specific Dafater Kanban board linked to this shortcut. | |
| label | Label | Data | ✓ | - | Display name shown for the Dafater workspace shortcut. |
| icon | Icon | Data | - | Icon identifier displayed with the Dafater workspace shortcut. | |
| restricttodomain | Restrict to Domain | Link | Domain | Limit shortcut visibility to a specific Dafater business domain. | |
| reportrefdoctype | Report Ref DocType | Link | DocType | Reference DocType used for Dafater report shortcuts. | |
| stats_filter | Count Filter | Code | JSON | JSON filter defining record counts shown on Dafater shortcut. | |
| color | Color | Color | - | Color used to highlight the Dafater workspace shortcut. | |
| format | Format | Data | - | Custom display format for values shown on Dafater shortcut. |
Links (Workspace Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| type | Type | Select | ✓ | Link, Card Break | Defines whether workspace item is a link or visual card break. |
| label | Label | Data | ✓ | - | Display name shown for the workspace link in Dafater. |
| icon | Icon | Data | - | Icon identifier displayed alongside the workspace link in Dafater. | |
| description | Description | HTML Editor | - | Additional explanatory text shown within the workspace card. | |
| hidden | Hidden | Check | - | Controls whether this workspace link is hidden from users. | |
| link_type | Link Type | Select | DocType, Page, Report | Specifies whether link opens a DocType, Page, or Report. | |
| link_to | Link To | Dynamic Link | link_type | Target document, page, or report opened from the workspace. | |
| reportrefdoctype | Report Ref DocType | Link | DocType | Reference DocType used when linking to a specific report. | |
| dependencies | Dependencies | Data | - | Conditions that must be met to display this workspace link. | |
| only_for | Only for | Link | Country | Restricts visibility of the link to a specific country. | |
| onboard | Onboard | Check | - | Marks this link as part of Dafater onboarding guidance. | |
| isqueryreport | Is Query Report | Check | - | Indicates whether the linked report is a query report. | |
| link_count | Link Count | Int | - | Order or position number for arranging links within workspace. |
Quick Lists (Workspace Quick List)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| document_type | DocType | Link | ✓ | DocType | Select Dafater DocType to display records in the quick list. |
| label | Label | Data | ✓ | - | Custom display name for the quick list in Dafater workspace. |
| quicklistfilter | Quick List Filter | Code | JSON | JSON conditions to filter displayed records in the Dafater quick list. |
Custom Blocks (Workspace Custom Block)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| customblockname | Custom Block Name | Link | Custom HTML Block | Select Dafater custom HTML block to display in workspace | |
| label | Label | Data | - | Display label for the custom block on workspace |
Roles (Has Role)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| role | Role | Link | Role | Assigned Dafater role defining user's access permissions |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Workspace Manager | ✓ | ✓ | ✓ | ✓ | ||
| Desk User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Form Tour | Linked from | Desk |
| User | Linked from | Core |
| Domain | Links to | Core |
| Module Def | Links to | Core |