User Guide
Other documentationsDemoCommunity
  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
      • Edit widgets
      • Display widgets
      • Options
      • Default actions on relationships
    • Actions
      • Edit a record
      • Create a record
      • Using Smart Actions
    • Segments
    • Scopes
    • Performance
  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
  • dashboards
    • Charts
      • Create a chart
      • Display record-specific charts in Analytics
  • Other tabs
    • Collaboration
      • Communicate with Notes
      • Approval requests
      • Inboxes
    • Activity
  • Integrations
    • Metabase
  • Project settings
    • General tab
    • Environments tab
    • Teams, Users & Permissions
      • Create and manage a team
      • Add and manage users
      • Manage roles and permission levels
      • Export users history
    • Security tab
      • SCIM integration with OneLogin
      • SCIM integration with Okta
      • Manual SCIM integration with Okta
    • Other project settings
      • Interface tab
      • Billing tab
    • Organizations
      • Organization settings
        • Configure SSO with AWS IAM
        • Configure SSO with Azure AD
        • Configure SSO with Google
        • Configure SSO with Okta
        • Configure SSO with OneLogin
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  • What is a workspace?
  • What are the future improvements of workspaces?

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  1. Workspaces

Introduction to Workspaces

Workspaces are our latest solution to building powerful custom applications for your operators.

Our vision is that, in the future, workspaces will become the place where operators handle 100% of their work. The "Data" tab will always exist, but it will become secondary, when you need to deep dive into your data for some occasional cases.

What is a workspace?

A Workspace is a simple application that you can build using components to tackle a specific workflow. Once built, it should become your operators' main tool to do their day-to-day work.

A Component is a piece of UI that you can combine with others to build the application that will help operators increase their productivity doing their day-to-day work. There are a lot of components you can use:

  • Text,

  • Divider,

  • Tabs,

  • Section,

  • Collection

  • Chart,

  • Field,

  • Button,

  • Search,

  • Link,

  • Dropdown,

  • Toggle.

...and many more in the future!

What are the future improvements of workspaces?

What you see now are only the first steps of workspaces. We're currently working on making them much more powerful with the following next iterations:

  • Smart-action forms: embed your Smart Action forms into workspaces.

  • Multi-page: create more than one page for the same workspace and link them together.

  • Smoother experience: auto-save, copy/paste, undo, keyboard shortcuts.

PreviousPerformanceNextUsing Workspaces

Last updated 1 year ago

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See below a Workspace example from our :

KYC Live Demo
Workspace example