Creating a Workspace from an Organization

You can easily create a workspace in Implementation status directly from an Organization record using the New Implementation link. This is a convenient feature for clients that do not use the ClientSpace Sales module. This feature generates a Client Master and Client Team.

The New Implementation link is a feature available to users of the Implementation Group license. The link generates Workspaces directly into Implementation status.

Creating a workspace in Implementation status requires the following:

• The New Implementation link on the Organization displays only if the Organization does not already have associated workspaces (scripted as inactive).
• The features uses the business rule Setup Client in Implementation.
• The link is deployed as inactive.
• Clicking this link runs the same business logic as the Create Client link without prompting for Client Number. Org/Contract status is Implementation.
• When workspace generation is complete, the Workspace landing page is displayed.

To create a Workspace from an Organization:

1. Open the targeted Organization record.
2. In the Action Center, under Workflow, select New Implementation.
   A Workspace record opens for your Organization showing the Contract Status as Implementation.