Configuring the Create Workspace Dialog
Administrators with the ... permission can customize the contents of the Create Workspace dialog from the Dialog Configuration Management page (...milan/DialogConfig.aspx), which is accessible from Administration → Workspace Management → Workspace Dialog Configuration.
Dialog Configuration Management
The Dialog Configuration Management page allows you to create and import new Create Workspace dialogs as well as manage existing dialog configurations.
Toolbar
| Button | Description |
|---|---|
| Add Dialog | Opens the Workspace Dialog Configuration page for configuring a new Create Workspace dialog. |
| Import Dialog | Opens a file browser for selecting a JSON file containing an exported dialog configuration. |
| Search | Filters the dialog list for entries with a title or type that matches the search term. |
Dialog List
| Column | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Dialog Title | The name of the dialog. | |||||||||
| Enabled | Specifies whether the dialog will be available to users. | |||||||||
| Default | Specifies whether the dialog will be displayed to users who have not been explicitly granted access to any other dialogs. | |||||||||
| Type | The dialog's type. Currently, only Create Workspace (Workspace) dialogs can be configured via this interface. | |||||||||
| Created Date | Date on which the dialog configuration was created or imported. | |||||||||
| Updated Date | Date on which the dialog was last updated. | |||||||||
| Action |
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Workspace Dialog Configuration
Clicking the Add Dialog or Edit button brings up the Workspace Dialog Configuration page, which has the following eight screens.
Note: You must proceed to the final screen, Notification, and click Submit in order to apply changes to an existing configuration.
Default ConfigurationThe first screen in the configuration wizard covers settings that apply to the entire dialog.
| Field Name | Description |
|---|---|
| Dialog Title | The label that is displayed at the top of the dialog. |
Alias Generation
When a user creates a new entry for a Custom field in the Create Workspace dialog, Milan must create an aliasThe internal name used by WorkSite to refer to a Custom field entry, e.g. '1000' for a client (Custom1) or 'BANK' for an area of law (Custom29). to match the given description. To ensure a unique value, Milan automatically generates a number of a specified length. If the length of the starting number is less than the maximum length, the number is padded with leading zeroes.
Required Settings
| Field Name | Description |
|---|---|
| Max digits for Custom 1 | The length of aliases generated for new Custom1 entries. |
| Start From | The lowest value for generated aliases for Custom1. |
| Max. digit for Custom 2 | The length of aliases generated for new Custom2 entries. |
| Start From | The lowest value for generated Custom2 aliases. |
Optional Settings
If Custom1 is used for organizational purposes, i.e. end users should only have access to a specific range of Custom1 alias values, the following two fields must be configured; otherwise, they should be left blank.
| Field Name | Description |
|---|---|
| Client Range From | The lowest value for Custom1 that will be displayed to end users. |
| To | The highest value for Custom1 that will be displayed to end user. |
Access Options
| Field Name | Description |
|---|---|
| Available to |
A list of users and groups that will have access to the dialog. Clicking the field opens a drop-down menu from which one or more users and groups can be selected for inclusion in the list. Note: Users who are not explicitly granted access to any dialog can still use the default dialog if they are allowed to create workspaces. |
| Available Templates | A list of templates that will be available to end users. Clicking the field opens a drop-down menu from which one or more folder templates can be selected for inclusion in the list. |
Basic Information
| Field | Description |
|---|---|
| Basic Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Workspace Name Format | The naming format for all workspaces created through the dialog; a format can contain metadata variables (see WorkSite Attribute IDs) as well as fixed values. |
| Custom Fields |
A list of fields that will be available on the panel. Clicking the field opens a drop-down menu from which one or more of the following fields can be selected: Server, Database, Custom1, Custom2, Name, Description, Workspace Template, and Template Preview. Note: Name is a required field. |
Default Values for Custom Fields
All fields selected in Custom Fields, with the exception of Template Preview, are displayed under this heading. To specify a default value for a field, either click its drop-down menu and select it from the list or manually enter the value, which will auto-complete if it is in the WorkSite database.
To configure options for a specific field, click the gear icon on the right-hand side of its drop-down menu to open the Metadata Properties Configuration dialog, which may have one or more of the following options.
Custom Field Options
| Option | If Checked |
|---|---|
| Required | A value must be specified for the field. |
| Hidden |
The field will not be displayed in the Create Workspace Wizard. Note: If a field is required and hidden, a default value must be specified. |
| Allow Add Button | Users will be able to create a new value for the field from the Create Workspace Wizard. |
| Auto Generate Alias Value | Milan will automatically generate a numeric alias value for the field. |
The above options are available for custom fields as follows.
| Field | Option | |||
|---|---|---|---|---|
| Required | Hidden | Allow Add Button | Auto Generate Alias Value | |
| Server |
 * |
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| Database |
* |
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| Custom1 |
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| Custom2 |
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| Name |
* |
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| Description |
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| Workspace Template |
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* This option is enabled by default and cannot be disabled.
Workspace Metadata
| Field | Description |
|---|---|
| Visible | Display the Metadata panel in the dialog. |
| Submit data from this form even when panel is not visible | If Visible is unchecked, use the values set in the Default Metadata Values section to create the Create Workspace job. |
| Metadata Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Custom Fields | A list of customs fields that will be configurable by end users. Clicking the field will display a drop-down menu from which fields can be selected for inclusion. |
Default Metadata Values
All metadata selected in the Custom Fields option above can be configured with a default value via the fields listed under Default Metadata Values. Additionally, various options are available for each custom field, as outlined below. See Custom Field Options for descriptions of each option.
| Field | Option | |||
|---|---|---|---|---|
| Required | Hidden | Allow Add Button | Auto Generate Alias Value | |
| Custom 3-12, 29, 30 |
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| Custom 13-24 |
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| Custom 25-28 | ||||
| Comments |
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Workspace Security
| Field | Description |
|---|---|
| Visible | Display the Workspace Security panel in the dialog. |
| Submit data from this form even when panel is not visible | If Visible is unchecked, use the values specified in the Default Metadata Values section to create the Create Workspace job. |
| Security Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Security | A slider for selecting the default security level for the workspace. |
Sharing
| Field | Description |
|---|---|
| Sharing Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Visible | Display the Sharing panel in the dialog. |
| Submit data from this form even when panel is not visible | If Visible is unchecked, use the values specified in the Default Metadata Values section to create the Create Workspace job. |
| Invite external users | A drop-down menu from which you can select WorkSite external users who should be notified when a workspace is created with the dialog. |
| Comments | A message to include in the approval email notification sent to users specified as approvers. |
Add to My Matters
| Field | Description |
|---|---|
| My Matters Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Visible | Display the Add to My Matters panel in the dialog. |
| Submit data from this form even when panel is not visible | If Visible is unchecked, use the values specified in the Default Metadata Values section to create the Create Workspace job. |
| Select Users | A list of users who will be automatically subscribed to new workspaces created via this dialog. Clicking the field opens a drop-down menu from which WorkSite users can be selected for inclusion in the list. |
| Select Category | The naming format that will be used when adding the workspace to users' My Matters. |
Approval
| Field | Description |
|---|---|
| Visible | Display the Approval panel in the dialog. |
| Submit data from this form even when panel is not visible | If Visible is unchecked, use the values specified in the Default Metadata Values section to create the Create Workspace job. |
| Approval Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Select Approver | A list of users who can approve the addition of new folders after the workspace has been created. |
Notification
| Field | Description |
|---|---|
| Visible | Display the Notification panel in the dialog. |
| Submit data from this form even when panel is not visible | If Visible is unchecked, use the values specified in the Default Metadata Values section to create the Create Workspace job. |
| Notification Panel Title | The name of the panel, which is displayed in the navigation pane and at the top of the panel. |
| Notification | A list of users who will receive an email notification when the workspace has been created. |
