Nuxeo Platform User Documentation

Using Workspace Templates

Updated: September 28, 2017 Page Information Edit on GitHub

Templates are the easiest way to automate the creation of workspace tree structures. This is useful in many cases, for example when:

  • you have many workspaces to create and want them to follow a certain structure of Folders, Files, or any type of documents (Forum, etc).
  • you want to keep a consistency among different workspaces that users will create. For example, you may want each team's workspace to have a mail folder, a "projects" workspace, etc.

To create a template:

  1. Click on the left panel of Nuxeo DM on Templates.

  2. From there, you can create a new Template containing any type of document, and even files, with the tree structure you want.
  3. Once a new Template has been created, you can create many workspaces from this template.

Templates and User Rights Management

  • When you set access rights on the 1st-level workspace of a template - here IT project workspace structure-, it will be inherited in the new workspaces. For example, a user who is not allowed to read "IT project workspace structure" will not be able to see it when creating a workspace.

  • When you set access rights on the content of a workspace in a template, it won't be inherited in the new workspaces. For example, a user who can't read a folder like "Meeting reports" in a workspace but have reading access on the 1st-level workspace, will be allowed to see "Meeting reports" In a few words, don't try to manage workspaces' access rights with Templates (this can be done other ways, like using Studio configuration tool).

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