Field reference
Workspace Sidebar
How to use Workspace Sidebar 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
Review the current settings or existing records and prepare the information needed for the change.
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 Sidebar 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 |
|---|---|---|
Titletitle | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Header Iconheader_icon | Icon Optional | Complete the value according to the field label and the record’s validation rules. |
For Userfor_user | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Standardstandard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Appapp | Autocomplete Optional | Complete the value according to the field label and the record’s validation rules. |
Module Onboardingmodule_onboarding | 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 Onboarding |
Itemsitems | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Workspace Sidebar Item |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Labellabel | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Link Typelink_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Iconicon | Icon Optional | Complete the value according to the field label and the record’s validation rules. |
Typetype | 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. |
Child Itemchild | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Tabnavigate_to_tab | Autocomplete Optional | Complete the value according to the field label and the record’s validation rules. |
URLurl | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Collapsiblecollapsible | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Indentindent | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Keep Closedkeep_closed | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Show Arrowshow_arrow | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Filtersfilters | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Route Optionsroute_options | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
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.