Workspace Title Bar

In the workspace title bar, you can find the workspace title, the view in which the list of workspace items are displayed (Quick Menu or Full Items), and
workspace title buttons (which are described in the following table).

Workspace Title Bar Buttons

Button Icon Description

Pin Pins the workspace to the main menu panel.

Unpin Unpins the workspace from the main menu panel.

Workspace Configuration Opens the workspace in Configuration mode. In this mode, you can select the items (such as forms and reports)
that are displayed on the Quick Menu of the workspace.

Close Workspace Closes the workspace and displays the page opened in the working area.

Reset to Default Resets the list of items you currently have displayed in the Quick Menu of the workspace to the list of items that
the system administrator configured for the Quick Menu.
This button appears only if you are viewing a menu in Configuration mode.
 Exit Saves your changes and closes Configuration mode for the workspace, returning you to the mode in which you
were viewing the workspace.
This button appears only if you are viewing a menu in Configuration mode.

Tiles
A tile is a special button on a workspace that you click to open a form or report with predefined settings (or, for a data entry form, with most settings blank
so you can define a new entity). For example, by clicking a tile, you can open the Vendors (AP303000) form with a particular vendor selected in
the Vendor box.

Predefined workspaces contain tiles with the most popular actions and forms for the workspace. You can make a tile your favorite by clicking ( ) in
the lower right corner of the tile.
If your user account is assigned the Administrator role, you can manage the tiles in a workspace for all system users. For details, see UI Navigation Options:
Tiles and Links to Forms in a Workspace in the System Administration Guide.

Categories
In each workspace, categories are used to group items by type, which makes it easier for users to find needed items. For example,
the Transactions category contains forms you can use to process transactions. The system provides a predefined group of categories.
If your user account is assigned the Administrator role, you can manage the groups of categories in the system. For more information, see UI Navigation
Options: Tiles and Links to Forms in a Workspace in the System Administration Guide.

Workspaces
3 minutes to read

In the user interface of Acumatica ERP, a workspace is a menu that contains links to the forms and reports of a particular functional area of the
product. In the following screenshot, the basic elements of a workspace are shown.

Workspace elements

1. Workspace title bar

2. Tiles
 3. Category
4. Links to forms and reports
5. Workspace footer
The system displays the list of forms and reports in a workspace in one of the following views:

 Quick Menu (default; shown in the screenshot above): In this view, the most commonly used forms and reports are
displayed.
 Full Menu: In this view, all forms and reports that have been added to the workspace are displayed.
On the workspace title bar, the system displays the view name. To toggle between these views, you can do any of the following:

 Click the workspace title bar.

 On the workspace footer, click the Show Full Menu or Show Quick Menu button.
You can personalize the list of forms displayed in the quick menu of a workspace for you (that is, your user account) when you switch
to Configuration mode. The changes you make affect the current user session and all future sessions. For details, see Learning About
the Acumatica ERP UI in the Getting Started Guide.
A user with the role specified in the Menu Editor Role box on the Security Preferences (SM201060) form can use Menu Editing mode
to customize the user interface for all users in the system. For details on the user interface elements of Menu Editing mode, see Menu
Editing Mode. For more information about customizing the menu elements in Acumatica ERP, see Customizing the User Interface in the
System Administration Guide.

Workspace Title Bar

In the workspace title bar, you can find the workspace title, the view in which the list of workspace items are displayed (Quick Menu or Full Items),
and workspace title buttons (which are described in the following table).

Workspace Title Bar Buttons

Button Icon Description

Pin Pins the workspace to the main menu panel.

 Unpin Unpins the workspace from the main menu panel.

Workspace Configuration Opens the workspace in Configuration mode. In this mode, you can select the items (such as forms and
reports) that are displayed on the Quick Menu of the workspace.

Close Workspace Closes the workspace and displays the page opened in the working area.

Reset to Default Resets the list of items you currently have displayed in the Quick Menu of the workspace to the list of items
that the system administrator configured for the Quick Menu.
This button appears only if you are viewing a menu in Configuration mode.

Exit Saves your changes and closes Configuration mode for the workspace, returning you to the mode in which
you were viewing the workspace.
This button appears only if you are viewing a menu in Configuration mode.

Tiles
A tile is a special button on a workspace that you click to open a form or report with predefined settings (or, for a data entry form, with most settings
blank so you can define a new entity). For example, by clicking a tile, you can open the Vendors (AP303000) form with a particular vendor selected in

the Vendor box. ( ) in the lower right corner of the tile.

If your user account is assigned the Administrator role, you can manage the tiles in a workspace for all system users. For details, see UI
Navigation Options: Tiles and Links to Forms in a Workspace in the System Administration Guide.

Predefined workspaces contain tiles with the most popular actions and forms for the workspace. You can make a tile your favorite by
clicking

Categories
In each workspace, categories are used to group items by type, which makes it easier for users to find needed items. For example,
the Transactions category contains forms you can use to process transactions. The system provides a predefined group of categories.
If your user account is assigned the Administrator role, you can manage the groups of categories in the system. For more information,.

Links to Forms and Reports

On a workspace, you can find links to different types of forms: data entry forms, inquiries, processing forms, report forms, and
substitute forms. You use a link on the workspace to open a particular form or report form that you want to work with.
For some forms, you can initiate the creation of a new document or other entity. Usually, these forms have substitute forms. A
substitute form has a list of records related to the form for which it is being substituted. For substitute forms for data entry forms (on
which you can initiate a new record), the + NEW button appears on the workspace when you point at the name of the form; this button
is not available for reports, inquiry forms, or processing forms.
By using this button, you can open the entry form for creating a new entity directly from the workspace with just one click.

Appearance of the +New button

Workspace Footer
On the workspace footer, you can find one of the buttons (which are described in the following table) that you use to toggle between
the workspace views.

Workspace Footer Buttons

Button Description

Show Full Menu Toggles the workspace to the Full Menu view. This button is displayed in the Quick Menu view of workspace items.
 Show Quick Menu Toggles the workspace to the Quick Menu view. This button is displayed in the Full Menu view of workspace items.

Favorite Reports and Forms

In the workspace, you can add a form to your favorites by pointing to the form name and clicking to the left of the form name. Forms that you have
added to favorites are marked with Yellow Star.

Workspace Footer
On the workspace footer, you can find one of the buttons (which are described in the following table) that you use to toggle between the workspace views.

Workspace Footer Buttons

Button Description

Show Full Menu Toggles the workspace to the Full Menu view. This button is displayed in the Quick Menu view of workspace items.

Show Quick Menu Toggles the workspace to the Quick Menu view. This button is displayed in the Full Menu view of workspace items.

Workspaces
3 minutes to read

In the user interface of Acumatica ERP, a workspace is a menu that contains links to the forms and reports of a particular functional area of the
product. In the following screenshot, the basic elements of a workspace are shown.
 Workspace elements

1. Workspace title bar

2. Tiles
3. Category
4. Links to forms and reports
5. Workspace footer
The system displays the list of forms and reports in a workspace in one of the following views:

 Quick Menu (default; shown in the screenshot above): In this view, the most used forms and reports are displayed.
 Full Menu: In this view, all forms and reports that have been added to the workspace are displayed.
On the workspace title bar, the system displays the view name. To toggle between these views, you can do any of the following:

 Click the workspace title bar.

 On the workspace footer, click the Show Full Menu or Show Quick Menu button.
You can personalize the list of forms displayed in the quick menu of a workspace for you (that is, your user account) when you switch
to Configuration mode. The changes you make affect the current user session and all future sessions. For details, see Learning About the Acumatica
ERP UI in the Getting Started Guide.
A user with the role specified in the Menu Editor Role box on the Security Preferences (SM201060) form can use Menu Editing mode to customize the
user interface for all users in the system. For details on the user interface elements of Menu Editing mode, see Menu Editing Mode. For more
information about customizing the menu elements in Acumatica ERP, see Customizing the User Interface in the System Administration Guide.

In This Topic[Hide/Show]
Workspace Title Bar
Workspace Title Bar Buttons
Tiles
Categories
Links to Forms and Reports
Workspace Footer
Workspace Footer Buttons
Favorite Reports and Forms
Related Articles

Workspace Title Bar

In the workspace title bar, you can find the workspace title, the view in which the list of workspace items are displayed (Quick Menu or Full
Items), and workspace title buttons (which are described in the following table).

Workspace Title Bar Buttons

Button Icon Description

Pin Pins the workspace to the main menu panel.

Unpin Unpins the workspace from the main menu panel.

Workspace Opens the workspace in Configuration mode. In this mode, you can select the items (such as forms and reports) that are displayed on the
Configuration Quick Menu of the workspace.

Close Workspace Closes the workspace and displays the page opened in the working area.
 Reset to Default Resets the list of items you currently have displayed in the Quick Menu of the workspace to the list of items that the system administrator
configured for the Quick Menu.
This button appears only if you are viewing a menu in Configuration mode.

Exit Saves your changes and closes Configuration mode for the workspace, returning you to the mode in which you were viewing the workspace.
This button appears only if you are viewing a menu in Configuration mode.

Tiles
A tile is a special button on a workspace that you click to open a form or report with predefined settings (or, for a data entry form, with most
settings blank so you can define a new entity). For example, by clicking a tile, you can open the Vendors (AP303000) form with a particular vendor
selected in the Vendor box.
Predefined workspaces contain tiles with the most popular actions and forms for the workspace. You can make a tile your favorite by clicking (

) in the lower right corner of the tile.

If your user account is assigned the Administrator role, you can manage the tiles in a workspace for all system users. For details, see UI Navigation
Options: Tiles and Links to Forms in a Workspace in the System Administration Guide.

Categories
In each workspace, categories are used to group items by type, which makes it easier for users to find needed items. For example,
the Transactions category contains forms you can use to process transactions. The system provides a predefined group of categories.
If your user account is assigned the Administrator role, you can manage the groups of categories in the system. For more information, see UI
Navigation Options: Tiles and Links to Forms in a Workspace in the System Administration Guide.

Links to Forms and Reports

On a workspace, you can find links to different types of forms: data entry forms, inquiries, processing forms, report forms, and substitute forms.
You use a link on the workspace to open a particular form or report form that you want to work with.
For some forms, you can initiate the creation of a new document or other entity. Usually these forms have substitute forms. A substitute form has a
list of records related to the form for which it is being substituted. For substitute forms for data entry forms (on which you can initiate a new
record), the + NEW button appears on the workspace when you point at the name of the form; this button is not available for reports, inquiry
forms, or processing forms.
By using this button, you can open the entry form for creating a new entity directly from the workspace with just one click.
Appearance of the +New button

Workspace Footer
On the workspace footer, you can find one of the buttons (which are described in the following table) that you use to toggle between the workspace
views.

Workspace Footer Buttons

Button Description

Show Full Menu Toggles the workspace to the Full Menu view. This button is displayed in the Quick Menu view of workspace items.

Show Quick Menu Toggles the workspace to the Quick Menu view. This button is displayed in the Full Menu view of workspace items.

Favorite Reports and Forms

In the workspace, you can add a form to your favorites by pointing to the form name and clicking to the left of the form name. Forms

that you have added to favorites are marked with .

Related Articles

 Customizing the User Interface

 Learning About the Acumatica ERP UI

 Menu Editing Mode

 Vendors (AP303000)