softsync-lab/softsync-skills-hub/softsync-groups-and-views

Groups and views

A group is a named area of the workspace, listed in the sidebar, holding records with its own members and access levels. People also call it a section, space, area or folder. A view is a saved way of looking at a group's records (a table, board or calendar); it holds no records itself.

Groups

• Find groups through describe_workspace_schema, then groups with action get for one group and its views.
• manage_groups with action create, update (name, description, sharing), duplicate or delete. Renaming a group means changing its title; the description is a separate note under it.
• A group is either private to its members or visible to the whole workspace.

People in a group

• groups with action members lists them. manage_groups with action add_member, update_member_role or remove_member changes them.
• Roles: Owner (full control), Admin (manage people and views), Editor (change records), Viewer (read only).
• Someone added by email who is not yet in the workspace joins as a guest.

Views

• views with action list or get to read them; manage_views with action create, update or delete to change them.
• Four kinds: table, kanban board, calendar and timeline (a Gantt chart).
• A board needs a choice field to make its columns; a calendar needs a date field; a timeline needs a start date and can take an end date and a "waits on" link to the same object.
• Views refer to fields by id. Take them from describe_workspace_schema.

Report dashboards

• A group's reports are dashboards of charts the whole group sees. list_dashboards shows them and each chart's position.
• manage_dashboards with action create, update (rename) or delete changes a dashboard; add_chart, update_chart or remove_chart changes one chart, by its position. Group editors may change charts; renaming or deleting a dashboard needs a group owner or admin.
• A chart takes the same definition as generate_analytics, forecasts and past snapshots included. Try it there first; a chart that cannot be drawn is refused with the reason.

Rules

• Check for an existing group before creating a new one.
• Adding someone gives them access to everything in the group. Confirm the person and the role first.