Nuxeo Platform User Documentation

Using Workspace Templates

Updated: February 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.
  • 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 Templates in the navigation tree.

  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 permissions 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 permissions 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' permissions with Templates (this can be done other ways, like using Studio configuration tool).

24 days ago Manon Lumeau Update User doc with Web UI
a year ago Solen Guitter 16 | ink updat
a year ago Manon Lumeau 15 | replace "access rights" by "permissions"
2 years ago Solen Guitter 14
3 years ago Solen Guitter 13 | 5.8: removed website / blog document types that are now in an addon
4 years ago Solen Guitter 12
5 years ago Solen Guitter 10
5 years ago Solen Guitter 11 | Migrated to Confluence 4.0
5 years ago Solen Guitter 9
6 years ago Solen Guitter 8
6 years ago Julie Allouch 7
6 years ago Julie Allouch 6
6 years ago whajeri 5
6 years ago whajeri 4
6 years ago whajeri 3
6 years ago whajeri 2
6 years ago whajeri 1
History: Created by whajeri