Field reference
Workspace
How to use Workspace in Navigation Setup: access, working steps, fields, related records and troubleshooting.
Purpose and access
Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.
This page is a record page in System Admin → Navigation Setup. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Name, Title, Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Workspace from System Admin → Navigation Setup, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Namelabel | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Sequence Idsequence_id | Float Optional | Enter a numeric value using the required unit and precision. |
For Userfor_user | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Parent Pageparent_page | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Workspace |
Modulemodule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
Appapp | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Typetype | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Link Typelink_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Link Tolink_to | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
External Linkexternal_link | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Iconicon | Icon Optional | Complete the value according to the field label and the record’s validation rules. |
Indicator Colorindicator_color | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Restrict to Domainrestrict_to_domain | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Domain |
Hide Custom DocTypes and Reportshide_custom | Check Optional | Checking this will hide custom doctypes and reports cards in Links section |
Publicpublic | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Is Hiddenis_hidden | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Number Cardsnumber_cards | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Number Card |
Chartscharts | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Chart |
Shortcutsshortcuts | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Shortcut |
Linkslinks | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Link |
Quick Listsquick_lists | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Quick List |
Custom Blockscustom_blocks | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Custom Block |
Rolesroles | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Has Role |
Child tables
Number Cards — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Number Card Namenumber_card_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Number Card |
Labellabel | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Charts — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Chart Namechart_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Dashboard Chart |
Labellabel | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shortcuts — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Typetype | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Link Tolink_to | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
URLurl | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
DocType Viewdoc_view | Select Optional | Which view of the associated DocType should this shortcut take you to?Available choices
|
Kanban Boardkanban_board | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Kanban Board |
Labellabel | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Iconicon | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Restrict to Domainrestrict_to_domain | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Domain |
Report Ref DocTypereport_ref_doctype | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Count Filterstats_filter | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Colorcolor | Color Optional | Complete the value according to the field label and the record’s validation rules. |
Formatformat | Data Optional | For example: {} Open |
Links — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Typetype | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Labellabel | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Iconicon | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | HTML Editor Optional | Complete the value according to the field label and the record’s validation rules. |
Hiddenhidden | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Link Typelink_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Link Tolink_to | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Report Ref DocTypereport_ref_doctype | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Dependenciesdependencies | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Only foronly_for | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
Onboardonboard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Query Reportis_query_report | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Quick Lists — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
DocTypedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Labellabel | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Quick List Filterquick_list_filter | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Custom Blocks — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Custom Block Namecustom_block_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Custom HTML Block |
Labellabel | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Roles — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.