How to use workspaces

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 200 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.

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

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.

All workspaces can be accessed from a browser using the Self Service application. The workspaces are opened from the drop-down list .

When accessed from Self Service, the workspaces have slightly different functionality:

• Actions

  You can open related workspaces from the Actions menu for all workspaces.

  For most workspaces, you can only perform limited other actions such as creating a new memo or adding a query flag to a transaction. You can also authorise purchase orders and authorise and enter timesheet and expense claims from the relevant workspaces in Self Service. You cannot open Sage 200 windows.

• Action Selector

  The Action Selector is not available from Self Service.

• Attachments

  You can only view attachments from Self Service when the attachments have been added to the account or when linked to a folder or file on your network.

  You cannot view attachments that are links to folders or files on your desktop as your browser does not have access to these files.

  Note: You cannot view attachments to projects or BOM  records from 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.

Use the filters to find specific items in a list and create re-useable filters to reduce the information displayed in a list.

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

• Open an action from the link on the toolbar.
• Double-click an item to open 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 application via a browser.

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

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.

You have two options:

• Export Selected, Export Selected to Office 365.

  Selected items are exported to the Excel spreadsheet.

  Note: If you have set up Sage 200 to integrate with Office 365, select Export Selected to Office 365.

  Selecting items to export

  • You select an item using the checkbox to the left of the item.

  • You can select multiple items that are on the same page.

    Note: You can export all items to an Excel spreadsheet.

  • The top checkbox selects all items on that page.

• Export All, Export All to Office 365.

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

  Note: If you have set up Sage 200 to integrate with Office 365, select Export All to Office 365.

The Excel spreadsheet opens in a separate window. This exports the visible columns in the order that they are currently displayed on the workspace.

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 file.

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.

To run related reports, select Reports from the toolbar. Choose the required report.

Note: You can use Workspace Designerto add or remove reports.

Information is displayed in columns in the lists. You can choose which columns to display on list panels and the order they are displayed.

You can sort and add or remove columns to find and display the required information.

• Click the column heading to sort the data ascending or descending.
• Right click a column heading to add or hide a column.

• Use the column selector to add multiple columns and change the order the columns are displayed.

  1. Right click on a column heading.
  2. Choose Column Selector.
  3. Drag and drop the column headings in the Visible list to change the order they are displayed.
  4. To add a column, click the icon next to the required column heading in the Hidden list.

  5. To hide a column, click the icon next to the required column heading in the Visible list.

  

Note: Use the Workspace Designerto change the columns for all users.

You can use the Action Selector to:

• Show or hide actions on the Actions menu.

• Change the order the actions appear on the Actions menu.
• Add an action to the toolbar.

• Change the default action

  The default action opens when you double-click an item in a list.

Note: Use the Workspace Designer to make changes to actions for all users.