Set up workspace relations
Note:
For users with Fusion connected sites, references to the 'Items' workspace should be the 'Components' workspace.
Configure the Design Reviews and Design Review Tasks workspaces to connect with your existing workspaces, including Projects and Items workspaces.
Set up item picklist fields
If the given workspaces do not exist in your tenant, you may download them from the Template Library or remove or hide the given fields.
| Workspace | Tab to update | Section to update | Field to update | Data Type | Data Source |
|---|---|---|---|---|---|
| Design Reviews | Item Details Tab | Details | Project | Picklist | Projects workspace |
| Design Reviews | Item Details Tab | Design Data | Item | Picklist | Items workspace |
| Design Reviews | Grid Tab | N/A | Affected Items | Picklist | Items workspace |
| Design Review Tasks | Item Details Tab | Definition | Affected Items | Picklist | Items workspace |
Set up workspace relationships
It is recommended to set up workspace relationships between the workspaces in this template to existing workspaces in the tenant. This enables you to relate design reviews to the Items workspace to manage their review.
See Add Workspace Relationships for more information on workspace relationships.
| Workspace | When adding to the ... | allow users to choose items from the ... |
|---|---|---|
| Design Reviews | Managed Items | Items workspace |
| Design Reviews | Managed Items | Drawings workspace |
| Design Review Tasks | Managed Items | Items workspace |
| Design Review Tasks | Managed Items | Drawings workspace |