Workbench Page

A Workbench page is a page that appears on a user's Workbench. Each Workbench page shows a number of channels, and each user can have multiple Workbench pages.

For information about Workbench templates, see Workbench Template.

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

Note Note

You can also create and edit a basic Workbench page directly in the Workbench.

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Activities

Creating a Workbench Page in Setup

To create a workbench page:

Navigate to Setup System Setup Workbench Workbench Page .
On the Workbench Page , choose Create.
On the Creating: Workbench Page page, fill in general information fields and those under Properties. This includes specifying whether the page is to be visible to purchasers, suppliers, or both purchasers and suppliers.

Note
You can use the Purpose field to indicate that this is a category-specific or supplier-specific Workbench page.

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Optionally, share the page with coworkers or suppliers by adding collaborators. For details, see below.
Choose the Layout tab to add a layout to the Workbench page. For details, see below.
Save your entries.

Changing a Workbench Page in Setup

To edit a Workbench page:

Navigate to Setup System Setup Workbench Workbench Page .
On the Workbench Page, select All Workbench Pages, All Inactive Workbench Pages, or My Workbench Pages from the drop-down list and choose the page to edit.
On the Displaying: Workbench Page page, choose Edit.
Edit fields as required.
Save your entries.

Sharing a Workbench Page

You can share a Workbench page so that it appears on the Workbench of a coworker, a group of coworkers, a company within your enterprise, an individual supplier contact, or a supplier company.

When you edit a shared Workbench page, these changes are seen by all users sharing the page.

To share a Workbench page:

Navigate to Setup System Setup Workbench Workbench Page .
On the Workbench Page, select All Workbench Pages, All Inactive Workbench Pages, or My Workbench Pages from the drop-down list and choose the page to edit.
On the Displaying: Workbench Page page, choose Edit.
Under Collaborators, choose one of the following buttons:
- Add User Account
- Add Group
- Add Company
- Add Contact
- Add Supplier
Select the checkbox for an individual, group, or company. You can select more than one checkbox to share the page with multiple collaborators.
Choose OK.
Optionally, select a new role from the Role drop-down list.

Note
The role determines the collaborator's access to the page. Access privileges appear in the Role Access column.

End of the note.
Save your changes.

Setting a Workbench Page Layout

When you edit a Workbench page layout, you can specify the column configuration, select the channels to appear in each column, and add and remove channels from the page.

To edit a Workbench page layout:

Navigate to Setup System Setup Workbench Workbench Page .
On the Workbench Page, select All Workbench Pages, All Inactive Workbench Pages, or My Workbench Pages from the drop-down list and choose the page to edit.
On the Displaying: Workbench Page page, choose Edit.
Choose the Layout tab.
Select a layout option from the drop-down list.
Under Channel Configurations, choose one of the following buttons:
- Add to Column 1
- Add to Column 2
- Add to Column 3
In the dialog box, check the box for each channel to appear in the selected column. You can add a channel that does not appear on the Workbench page by default by selecting its checkbox.
Choose OK.
To add channels to other columns, repeat steps 2 through 4.
To remove a channel from the Workbench page, choose its Trashcan icon.
Optionally, reorder channels.
Save your changes.