Workspace Navigation & Interface

Workspaces provide a tailored, focused environment within the Valstorm application, designed to best suit a specific department, role, or task. By filtering the available content, workspaces reduce clutter and ensure users have immediate access to the tools and data they need most.

1. Usage & Interface Breakdown

Workspaces fundamentally change how you navigate and interact with the application by providing a curated experience:

1.1 Curated Navigation (Left Panel)

The primary navigation menu is intelligently divided into two sections based on your active workspace:

• Speed Panel: This section is open by default and contains your most critical dynamic objects (e.g., Calls, Texts, Leads, Opportunities). These are the live data objects you interact with constantly.
• Pages: This section is open by default and contains static navigation links tailored to your role (e.g., Home, Reports, Dashboards, App Builder).

1.2 Contextual Search ("Search Pages...")

The left panel search bar at the top has been refined to provide a highly focused searching experience. Instead of searching the entire application's database schemas, it now exclusively searches the pages and objects available within your current workspace. This makes finding relevant items significantly faster and more intuitive.

1.3 Adding Custom Sections

Note: In upcoming updates, you will be able to customize your workspace further without affecting other users by adding your own sections to the left panel, creating a truly personalized workspace.

1.4 Right Panel Utilities

Workspaces also configure and filter the available utilities and co-pilots in the right utility drawer.

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2. Developer & Schema Configuration

Workspaces are driven by the Workspace object schema and are applied dynamically through the user's settings.workspace state.

Schema Configuration

A Workspace object contains the following key properties:

• api_name: The unique snake_case identifier for the workspace.
• pages: An array of JSON objects defining the static navigation links (requires name, path, and a string-based icon key).
• objects: An array of lookups to object schemas defining the data available in the Speed Panel.
• utilities: An array of strings dictating which right-panel components are active.