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Creating new Workspaces with the Creation Service

Modified on Thu, 21 Sep 2023 at 11:12 AM

It is often not appropriate for users to navigate into a CafeX App to create a new Workspace. You may need to streamline the creation process, to bring people into the App interface as quickly as possible, and often users need information to begin using the App. CafeX provides a mechanism for creating Workspaces using an authenticated URL that takes parameters and passes them to the App.


Other applications can make use of this URL format to provide your users with new workspaces with parameters they provide.


The format of the URL is:{{Service_Name}}?{{URL_Parameters}}


You can specify {{Service_Name}} in the configuration of your App. The {{URL_Parameters}}, are URL parameters that you configure on each Workspace.


For example, you can create an URL such as:


In this example, a contact center creates a URL in this to pop on an agent’s screen. The agent’s browser then loads the URL, and the CafeX Workspace Creation Service authenticates the user, then creates a new Workspace for them with the information that the IVR captured. The App loads for the agent and the interface uses the data to evaluate a Data Set to start pulling data from the back-end systems immediately.  


To configure the URL parameters, create workspace fields—See: Creating Workspace Fields

To configure the service name:

  1. Go to the Workspace Overview > Configure > Templates > select a template
  2. Go to Overview > Configure > Creation Service.
  3. Enter a name for your service.

Creating Workspace fields

You use workspace fields to set values that relate to a Workspace. You can assign a value to each field of a Workspace to store relevant information.

In addition, you can also use Workspace fields to organize your Workspaces into logical groups, so that they appear in folders for everyone on their Workspace menu.

As a tenant’s administrator, to create fields for your organization to use:

  1. In App Studio, go to Workspace fields
  2. Provide a name for your label, as you require,
  3. Click Add again, and provide names for additional labels.

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