BusinessPre-alpha
Workspace basics
The workspace is where you view and edit business records — customers, leads, invoices, products, and more.
Opening a workspace
Click a menu item in an app sidebar. The URL is /web with parameters for the action and view type.
View types
| View | Use for |
|---|---|
| List | Browse many records in a table |
| Form | View or edit one record in detail |
| Kanban | Drag cards across stages (e.g. sales pipeline) |
| Graph / Pivot / Cohort | Analysis and reporting on collections |
| Calendar / Gantt | Time-based planning |
| Map | Records with geographic coordinates |
Switch views using tabs or buttons in the workspace header when available. The Engagements cookbook demo app (developer workspace) exercises every view type.
Collection control bar
List, kanban, graph, pivot, cohort, and other collection views share a control bar at the top:
- Search — dedicated search icon slot, text filter across visible fields, clear button when text is entered
- Filter tags — active filters shown inline inside the search bar
- Filters — pill chip button (icon + label + badge + chevron) for predefined or custom domain rules
- Group By — pill chip button for grouping rows by one or more fields
- Favorites — pill chip button to save and recall filter/search/group state as saved searches
Analysis views use the same bar so reporting stays consistent with operational lists.