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Procedure documentationCreating Worksets with the Workset Wizard and Editor Locate this document in the navigation structure

 

You create worksets in the Portal Content Studio using the Workset Wizard, and then build structure hierarchies and assign content objects to the workset in the Workset Editor.

Prerequisites

Worksets are stored in the Portal Catalog. Before you create worksets, you should create the folders in which you want to store your worksets in the Portal Catalog.

For more information, see Creating a Folder.

Procedure

  1. In the top-level navigation bar, choose   Content Administration   Portal Content  .

  2. Right-click the folder in which you want to create the workset and choose   New   Workset  .

    The Workset Wizard opens in the Edit Area of the Portal Content Studio.

  3. Enter the following data in step 1 General Properties:

    Property

    Description

    Workset Name (required)

    This name is displayed in the Portal Catalog, in lists, and in tables. It may contain up to 250 characters including blanks.

    Workset ID (required)

    A workset is uniquely identified by an ID. For more information, see Object IDs and Namespace Prefixes.

    Workset ID prefix (optional)

    You define a prefix when you want to define a namespace for your objects. For more information, see Object IDs and Namespace Prefixes.

    Master language (required)

    The master language is the original language of an object in the Portal Catalog.

    Description (optional)

    A description of the workset.

  4. Choose Next.

  5. In step 2 you can check the settings you made.

  6. Choose Finish.

    The workset is created and is displayed in the Portal Catalog.

  7. Open the new workset in the Workset Editor.

    At this point the workset does not yet contain any content objects.

  8. Create a workset hierarchy:

    • Create new folders in the Workset Editor by clicking the New Folder button. Enter a name for the new folder and choose OK.

      The folder is created in the workset.

    • Add content objects (iViews, pages, worksets) either directly to the workset or to the created folders:

      1. Select the workset folder to which you want to add the content object.

      2. In the Portal Catalog, right-click the object that you want to add to the workset and choose   Add <Object> to Workset   Copy/Delta Link  .

      For more information, see Adding Content Objects to Roles and Worksets.

  9. In the Property Editor, adjust or change workset properties.

Note Note

You do not need to explicitly save changes made in the Workset Editor. However, changes made with the Property Editor must be saved explicitly by clicking the Save button.

End of the note.
Other Functions in the Workset Editor

  • Entry Point

    You can specify which node in the workset is to be displayed as a navigation entry point. More information: Defining Entry Points.

  • Visible

    You can specify whether nodes are visible in the navigation hierarchy. More information: Defining Invisible Navigation Nodes.

  • Sort Priority

    You can view the sort priority of objects in the Workset Editor, but the sort priority can only be changed in the Property Editor. More information: Defining the Sort Sequence of Navigation Nodes.

  • Merge

    You can see whether the object can be merged. An asterisk denotes that the 'Merge ID' property has not been set for this object.

    To view the object's merge ID, hover the cursor over the value in the Merge column. For information about setting the 'Merge ID' property, see Merging Navigation Nodes and Defining the Sequence.

  • Navigation Structure Preview

    You can see the workset's navigation structure as it will appear at runtime. Changes made in the Merge and Visible columns are reflected in the Navigation Structure Preview area.

  • Changing worksets

    You can change existing worksets. You can do this with both your own worksets and with those delivered by SAP. For more information, see Changing Roles and Worksets.

  • Workset Permissions

    You can launch the Permissions Editor from the Workset Editor to define the workset permissions for administrators and for end users. For more information about permissions see Portal Permissions.

    To launch the Permission Editor, from the Editor link bar, choose Permissions.