Working with Spaces in the Oxygen UI

When you open a page that shows a record, list or task, Civic Platform opens a space (or "workspace") and adds a button for that space on the main menu. The space buttons on the main menu give you one-click access to any page you have open. Records and data sets open to separate spaces to better manage multiple projects at once.

Note: A space on the main menu acts like a browser tab. If you want to work with multiple records or tasks in Civic Platform, use multiple spaces instead of multiple browser tabs. In general, use only one browser tab or session for the Civic Platform UI. Do not use multiple browser tabs or multiple browser sessions to open multiple Civic Platform records and tasks.

Viewing More Spaces

As many spaces as will fit display in the spaces menu at any one time, with the most recently opened space at the top.

If you have more spaces open than can fit on the Main Menu bar (up to a maximum of 20), you can access them by clicking the More link at the bottom of the spaces menu.

 



 

The 'more spaces' panel displays the spaces that don’t fit on the menu. It also keeps a running count of the number of spaces you have open.

Pinning, Unpinning, and Closing Spaces

If you have certain pages you work with a lot, or if you have a record that you are having to return to frequently, you can open the record or page in a space and pin it to the spaces menu. Pinned spaced stay put until you unpin them.

Note: Just because you pin a space does not mean that it will not be demoted down the spaces menu if you open other spaces.

To pin, unpin, or close a space:

  1. Hover over the Space you want to work with. Two icons appear in the upper corners of the space button.



  2. Select the action you want to perform from the options that appear over the space: Pin(), Unpin (), or Close ().

    If you pinned the space, a thumbtack image appears in the upper right-hand corner, which is your visual flag that this is a pinned space.

    If you unpinned the space, the thumbtack image disappears.

    If you closed the space, it is removed from the spaces menu.

    Note: Closing a pinned space will unpin it from the Main Menu bar.


Navigating List Pages

When you open a list page (such as the Work Orders page) in a new space, you see a list of records - in this case, a list of work order records. You can interact normally with rows on the list page by selecting rows and using toolbar buttons, or you can open records by clicking a hyperlink.

However, if you open a record from the list page, it is important to note that the record displays in the same space. It does not open in a new space.



To get back to the list page, use the blue arrow in the top left corner of the space.

 



 

If you want to open a record in a separate space so you can pin it, try this: Note the record number, then use global search to find and open the record in a new space. Or find and open it from the Recent list by going to Launchpad > Recent.

 



When you open a record from search results or from the Recent list, it opens in a new space that you can pin.