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A Workbench template sets global default configurations for users' workbench pages. A Workbench template defines the following:

  • A list of available Workbench channels. This restricts access to certain channels to specific users or groups, based on their job functions.

  • A default Workbench layout, including the default positioning of selected channels. The user can optionally add any channels that are available in the template but not included in the default layout.

  • Locked content. This optionally restricts users' ability to customize channel content and layout in their Workbench pages.

The Workbench template can either edit or extend the parameters defaulted from each referenced desktop channel. Selecting a single channel with the template open in view mode displays the parameters and values for the channel; selecting a channel with the template in edit mode allows the parameter values to be changed and parameters to be added or deleted. If, for example, a workbench template is being established for a specific department's users, settings like the news headline category can be adjusted in the workbench template to a value that is more appropriate for those users than the default set at the channel level.

There is one default template for buy-side users and one for sell-side users. These templates can be identified by the Default Purchaser Page attribute or the Default Seller Page attribute, respectively.

Information from the desktop channel objects assigned to a workbench template is copied to the template. Similarly, when an individual user's Workbench configuration is created from the Workbench template, the template information is copied to the Workbench configuration. See the User Workbench Configurations section of Workbench Setup for a description of how changes to workbench templates need to be handled to ensure that they are appropriately propagated to all users.

For information about workbench pages, see Workbench Page.

Features

This section describes how to create and edit workbench pages and workbench page templates in Setup.

Field Help for Workbench Template Layout Page

The Layout page for a workbench template provides options that are not available on the workbench page Layout tab.

The following provides help for fields that are specific to the Workbench Template Layout page.

Function

Description

Fixed Layout

This setting affects the workbench layout. SAP Sourcing supports three possible workbench layouts: three thin channels, a wide channel on the left with a thin channel on the right, or a thin channel on the left with a wide channel on the right. Check the Fixed Layout box to prevent the layout specified in the template from being changed by individual users.

Required

This setting affects the individual channel. Select the Required checkbox to prevent individual users from removing it from their Workbench configurations.

Fixed Parameters

This setting affects the individual channel. Select the Fixed Parameters checkbox to prevent individual users from editing the parameters for that channel on the Workbench. This field locks in the values defaulted to the Workbench template from the Desktop Channel, and possibly changed or extended on the template, preventing any end user changes. This is analogous (and preferred) to setting the Edit URL field in the Desktop Channel to noedit.

Activities

Creating a Workbench Page Template

To create a Workbench page template:

  1. Navigate to   Setup   System Setup   Workbench   Workbench Page  .

  2. On the Workbench Page, choose Create Template.

  3. On the Creating Template: Workbench Page page, complete the general information fields and those under Properties. This includes specifying whether the template is to be visible to purchasers, suppliers, or both purchasers and suppliers.

  4. Optionally, share the template with coworkers or suppliers by adding collaborators. For details, see the Sharing a Workbench Page section of Workbench Page.

  5. Choose the Layout tab to add a layout to the workbench template. For details, see the Setting a Workbench Page Layout section of Workbench Page.

  6. Save your entries.

Changing a Workbench Page Template

To edit a Workbench page template:

  1. Navigate to   Setup   System Setup   Workbench   Workbench Page  .

  2. On the Workbench Page, choose the template to edit.

  3. On the Displaying: Workbench Page Template page, choose Edit.

  4. Edit fields as required.

  5. Optionally, add or remove the collaborators who share the template. For details, see the Sharing a Workbench Page section of Workbench Page.

  6. Choose the Layout tab to edit the workbench page template layout. For details, see the Setting a Workbench Page Layout section of Workbench Page.

  7. Save your entries