Accessing Workspaces

The topic discusses ways to work with the My Workspaces pagelet. It also provides information on searching, browsing and accessing workspaces.

Page Name

Definition Name

Usage

My Workspaces Page

PTPPB_USER_PREF

Specify the number of workspaces to display in the pagelet.

Workspaces - Search Page

EPPCW_MYWS

Specify criteria to search for workspaces of which you are already a member.

Workspaces - Hierarchy Page

EPPCW_HIER_SPACES

Traverse the entire workspace hierarchy including workspaces of which you are not a member.

Browse By Category Page

EPPCW_BROWSE

Browse by category through workspaces of which you are a already member.

Workspace Invitation Page

EPPCW_MBR_REQUEST

Send a membership request to the workspace administrator.

See Requesting Access to a Workspace

Workspace Security Error Page

EPPCW_SECURITY_ERR

Send a membership request to the workspace administrator.

See Requesting Access to a Workspace

Select Category

EPPCW_CATG_SELECT

Select the category to enter as search criteria.

Oracle’s PeopleSoft Interaction Hub provides several tools to facilitate access to workspaces:

  • My Workspaces pagelet

    Use the My Workspaces pagelet to access the workspaces to which you already belong.

  • Workspaces - Search page

    Use the Workspaces - Search page to specify criteria to search for workspaces. The search results show workspaces to which you already belong.

    Note: Expired workspaces are not listed in the search page.

  • Workspaces - Hierarchy page

    Use the Workspaces - Hierarchy page to traverse the entire hierarchy of all workspaces, including workspaces to which you do not belong. From this page, you can select a workspace and then navigate to that workspace or create a child workspace if you have workspace creation privileges. In addition, from this page, you can request membership to a workspace to which you do not belong.

    Note: You cannot access an expired workspace.

  • Browse By Category page

    Use the Browse By Category page to browse by category through workspaces. The workspaces displayed are those to which you already belong.

In addition, if you are not a member of a specific workspace, you will be presented with an opportunity to request membership when you attempt to access that workspace.

The Workspaces - Search page, Workspaces - Hierarchy page, and Browse By Category page are available from the portal homepage and in the Browse Workspaces module of each workspace.

This section discusses how to:

  • Personalize the My Workspaces pagelet.

  • Use the My Workspaces pagelet.

Personalize My Workspaces Page

Access the Personalize My Workspaces page (click the Customize button on the My Workspaces pagelet).

This example illustrates the fields and controls on the Personalize My Workspaces page. You can find definitions for the fields and controls later on this page.

 Page Personalization page

Use the Personalize My Workspaces page to specify the number of workspaces to display in the My Workspaces pagelet.

Field or Control

Description

Max Rows

Specify the maximum number of workspaces to display in the My Workspaces pagelet.

Note: Specifying 0, display all rows up to the maximum row allowed in Query security profiles.

Reset to Defaults

Click to reset the Max Rows field to the delivered default value of 20.

My Workspaces Page

Access the My Workspaces pagelet on the portal homepage.

This example illustrates the fields and controls on the My Workspaces pagelet. You can find definitions for the fields and controls later on this page.

 My Workspace pagelet

Use the My Workspaces pagelet to access to the workspaces to which you belong. The My Workspaces pagelet also provides access to several workspace-related tasks.

Field or Control

Description

<workspace name>

Click to access the homepage of the workspace.

View All Workspaces

Click to access the Search - Workspaces page, where you can search for workspaces.

See Workspaces - Search Page.

Create Workspace

If you have been given workspace creation privileges, click to access the Select A Workspace Template page, where you can begin creating a workspace.

See Creating Root-Level Workspaces.

Access the Workspaces - Search page (Browse Workspaces).

This example illustrates the fields and controls on the Workspaces - Search page (advanced search options). You can find definitions for the fields and controls later on this page.

 Search for Workspaces page

Use the Workspaces - Search page to specify criteria to search for workspaces. The search results show workspaces to which you already belong.

Field or Control

Description

Workspace Name

Enter a complete or partial name on which to search. The search text is not case-sensitive.

For example, searching on the string ba would return workspaces named BASE1, Bavarian Motor Works, and Barry’s Workspace.

Category

Select the workspace category on which to search.

Click the Search Categories button to view the category hierarchy.

Owner

Select the owner on which to search.

The Owner field appears when you click the Advanced Options link.

Template

Select the template on which to search.

The Template field appears when you click the Advanced Options link.

Search

Click to carry out the workspace search based on the criteria entered.

Advanced Search and Basic Search

Click to toggle between the advanced and basic search criteria.

Name

Click a workspace name in the Search Results grid to navigate to the homepage of the workspace.

Browse By Category

Click to access the Browse By Category page.

See Browse By Category Page.

Create Workspace

Click to access the workspace creation wizard, which you can use to create a root-level workspace.

See Creating Root-Level Workspaces.

Note: Expired workspaces are not listed in the search page.

Access the Workspaces - Hierarchy page (select the Hierarchy page from the Workspaces - Search page).

This example illustrates the fields and controls on the Workspaces - Hierarchy page (with a parent workspace selected). You can find definitions for the fields and controls later on this page.

 Workspaces - Hierarchy page

Use the Workspaces - Hierarchy page to traverse the entire hierarchy of all workspaces, including workspaces to which you do not belong. From this page, you can select a workspace and then navigate to that workspace or create a child workspace if you have workspace creation privileges. In the hierarchy view, a folder represents a parent workspace that has children. In addition, from this page, you can request membership to a workspace to which you do not belong.

Field or Control

Description

Left and Right

Click to move the area displayed to the left or right one level.

Expand All and Collapse All

Click to toggle between all parent workspaces fully expanded or fully collapsed.

<workspace name>

Click the link for a workspace name to perform one of the following actions:

  • Navigate directly to the homepage of the selected workspace if you do not have workspace creation privileges.

  • Highlight that workspace and reveal the Create Child Workspace and Go to workspace buttons if you do have workspace creation privileges.

    The selected workspace is highlighted in yellow.

    Note: When viewing the workspace hierarchy through the Browse Workspaces module of a workspace, the Go to workspace button is not displayed for that specific workspace.

workspace

Indicates a workspace that does not have any children.

Expand folder button

Click the Expand Folder button to expand that parent workspace to reveal its children.

collapse folder button

Click the Collapse Folder button to collapse that parent workspace and hide its children.

create child workspace button

Click the Create Child Workspace button to create a child workspace with the highlighted workspace as its parent.

See Creating Child Workspaces.

workspace name button

Click the Go to workspace name button to navigate to the homepage of the highlighted workspace.

Note: You cannot access an expired workspace.

Access the Browse By Category page (click the Browse By Category button on the Workspaces - Search page).

This example illustrates the fields and controls on the Browse By Category page. You can find definitions for the fields and controls later on this page.

 Browse By Category page

Use the Browse By Category page to browse by category through workspaces. The workspaces displayed are those to which you already belong.

Field or Control

Description

Workspace/Category

Click to access the particular workspace.

Category folder button

Designates a category folder.

Click a category link to access the contents of the category.

category workspace button

Designates a workspace in the category hierarchy.

Click a workspace link to access the workspace.

This section discusses how to:

  • Request membership to a workspace.

  • Request membership when you receive a workspace security error.

Requesting Membership to a Workspace

Access the Workspace Invitation page (select a workspace for which you do not have access on the Workspaces - Hierarchy page).

This example illustrates the fields and controls on the Workspace Invitation page. You can find definitions for the fields and controls later on this page.

 Workspace Invitation page

Use the Workspace Invitation page to send a membership request to the workspace administrator.

Field or Control

Description

Send Invitation

Select the administrator or administrators to whom you want to send the request.

Subject

Enter the subject of the message or accept the default text.

Message

Enter the body of the message or accept the default text.

Send

Click to send the request and return to the Workspaces - Hierarchy page.

Cancel

Click to cancel and return to the Workspaces - Hierarchy page without sending the request.

Requesting Membership When You Receive a Workspace Security Error

Access the Workspace Security Error page (access workspace content or a workspace URL to which you do not have access permission).

This example illustrates the fields and controls on the Workspace Security Error page. You can find definitions for the fields and controls later on this page.

 Workspace Security Error page

Use the Workspace Security Error page to send a membership request to the workspace administrator.

Field or Control

Description

unlabeled

Select the administrator or administrators to whom you want to send the request.

Subject

Enter the subject of the message or accept the default text.

Message

Enter the body of the message or accept the default text.

Send

Click to send the request.

Return to Home

Click to return to portal homepage.