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Section
titleHands-on Steps


Section
titleCreate a Workspace

Create a workspace that uses the index space as delegate space.

  1. Create a new space based on the Workspace Blueprint
  2. Add the required information and click 'Create'

The new space is created with the homepages defined for the Workspace space.


Section
titleUse Delegate Space

Workspaces do not have homepages for roles. If you create a new role and send it to the homepage, it will be stored on the delegate's homepage for role documents.

Caution Box

Due to 

Jira
serversmartics JIRA
serverId79ad43bc-d289-364e-bfc7-46c09847bebd
keyPDAC-1088
 you need to explicitly specify the delegate space IDX in your workspace.

Image Removed

The issue is fixed in the projectdoc Toolbox version 3.3 and above.

  1. Go to the homepage of the My Workspace you have created in the previous exercise
  2. Create a new page based on the Role blueprint
  3. Add the required information to the wizard and check the 'Send to Homepage' box
  4. Click 'Create', the save the new document.
  5. Click 'Save' at the bottom of the page

The document is stored on the homepage or roles of the address book.


Section
titleUse Search Space
  1. Go to the homepage of  'My Workspace' you have created in a previous exercise
  2. Edit the page
  3. Add a Display Table Macro
    1. Specify to select all documents with the doctype 'role'.
    2. Save the macro
  4. Save the page

The role 'User' that is stored in the delegate space, is automatically part of the result set.


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