---
url: /cloud/workspace.md
description: >-
  A workspace is a set of dashboards, lists and record screens that Flow sets up
  for your business processes.
---

# Workspace

A workspace is a set of dashboards, lists and record screens that Flow sets up for your business processes, for example online orders, sales orders, pick requests and reference data. The screens differ between organisations; this page describes how they all work.

## Choosing a workspace

Your organisation can have more than one workspace, such as **Primary** for live work and **Development** or **Test** for trying changes. Open one from **Workspace** in the main menu. Inside a workspace, the **Workspace** box at the top of the sidebar switches between them; a tick marks the current one.

The sidebar then lists that workspace's screens, grouped by area.

## Dashboards

A dashboard shows counts and charts for the workspace. Tiles show a number with what it counts, such as orders in the last 30 days or errors waiting for attention. Charts show trends such as document volume.

![Workspace dashboard](/cloud/images/workspace-dashboard.jpg)

## Lists

A list screen shows records of one kind, such as pick requests.

![Workspace list](/cloud/images/workspace-list.jpg)

* **Search** finds records by their text.
* Select a column heading to sort by it.
* **Columns** chooses which columns to show.
* **Filters**, where offered, narrow the list; **Clear all filters** resets them.
* Paging controls and **Rows per page** are at the bottom.
* Some lists have an add button to create a record.
* Some lists have row actions, such as retry or cancel. Each asks you to confirm first.

Search, filters, sort order and page are kept in the page address, so you can bookmark or share a view.

## Record details

Select a row to open the record. **Go Back** returns to the list.

![Record details](/cloud/images/workspace-detail.jpg)

A record shows its fields, and can also show:

* tables of related records, such as the lines of an order
* a timeline of what has happened to it
* links to related records or to external pages
* files, which you can open, download, or check with the info icon (name, type, size, created). If a file does not open, allow pop-ups for the site.
* action buttons, such as resend. Each asks you to confirm, then shows whether it worked.
* editable fields. Change them and select **Update** to save, or **Cancel**.

If a workspace has no screens yet you see "Nothing here yet"; ask your administrator or Flow.