How to Personalize Workspace in D365
X++ Programming Language > Dynamics 365 Finance and Operations > UI and Navigation in D365
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Answer:
For some pages that include lists, an additional personalization feature is available. The Add to workspace button in the Personalize group on the Options tab of the Action Pane lets you show the information from the current list in a specific workspace.
You can show a filtered and sorted view of the information in the workspace, or you can show the default view. You can also specify whether the information appears in the workspace as a list, as a summary tile that can show the number of items in the list, or as a link.
Add a list to a workspace
To add a list to a workspace, first sort or filter the list on the page so that it shows the information as you want it to appear in the workspace. Then select Add to workspace. Select a workspace, and then, in the Presentation field, select List. After you select Configure, a dialog box appears, where you can select the columns that should appear in the list in the workspace. You can also specify the label to use for the list in the workspace.
Add a tile to a workspace
To add a tile to a workspace, first filter the list on the page so that it shows the data that you want to be summarized or that you want quick access to. Then select Add to workspace. Select a workspace, and then, in the Presentation field, select Tile. After you select Configure, a dialog box appears, where you can specify the label to use for tile in the workspace. You can also specify whether the tile should show a count. After the tile is added to the workspace, you can select it to open the current page from the workspace and view the filtered list that is associated with the tile.
Add a link to a workspace
To add a link to a workspace, first filter the list on the page so that it shows the data that you're interested in. Then select Add to workspace. Select a workspace, and then, in the Presentation field, select Link. After you select Configure, a dialog box appears, where you can specify the label to use for the link. You can also optionally specify a label for a new section that will contain this link.
After your list, tile, or link has been added to a workspace, you can open that workspace and reorder the elements in it, as needed.
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