FootPrints provides three options for creating a new Workspace:
Whichever option is chosen, the Workspace options can always be changed later. In addition, there is no limit to the number of Workspaces that can be created in FootPrints.
To create a new Workspace, choose Administration | System | Workspaces from the FootPrints Toolbar. The following sections describe each method.
The New Workspace Setup Wizard walks you through setting up a new Workspace. It includes many of the most popular options and uses, but it does not include all options. If you use the wizard, you can easily go back after you have set up the Workspace and change or add to your Workspace settings.
To create a new Workspace, choose Administration | System | Workspaces from the FootPrints Toolbar. Under Create A New Workspace, select Use the Wizard to create my workspace. Refer to Workspace Setup Wizard for complete instructions.
If this option is chosen and GO, is clicked, the following information must be entered:
After you click GO, FootPrints changes to the new Workspace and displays the Workspace Administration page. From there, you can add custom fields, settings, and users to the new Workspace.
This option allows you to copy the Workspace fields, Address Book, saved searches and reports, and other custom options from another Workspace into a new Workspace.
Note
Copying a Workspace’s configuration does not copy the Workspace’s data. It only copies the Workspace’s custom fields and other settings.
To copy an existing Workspace configuration:
Note
Clicking the View Details button displays the configuration information for that Workspace.
The new Workspace is now created. Click the View Details button to review the Workspace configuration, or click GO to go directly to the Workspace Administration page for the new Workspace. From there, you can add users to the new Workspace and make any other changes necessary.