Workspaces (Symphony)
Within the Symphony environment, you can create WorkSpaces that consist of multiple pinned windows associated with a specific Tab. Workspaces are particularly useful for managing Apollo Pro® windows in that they can be used to gain access to specific shared channels or shared dashboards. In addition, you can re-create Apollo Pro® Dashboards using the widget pop-out functionality.
Shared Channel Use Case
You can share a channel in Symphony. Using the channel sharing capability, you can pin favorite channels as part of a workspace. Use the following steps to create a channel tab:
- Share the channel with either a chat room or another Symphony user.
- The target user should then create a new tab for the shared channel.
- Make the chat available to the new tab.
- Find the shared channel and click on the link.
- The channel will open up in the new workspace.
- Pin the new window and change the tab name to something you can remember.
Tip
Once you have the window for the channel open in the correct tab, you can remove the menus from around the window display by popping out the news widget in the same tab with the window unpinned. This should replace the original channel view with the widget version of the channel view.
Shared Dashboard Use Case
Sharing a Dashboard can be a great way to create a single landing page for another user. Use the following steps to create a dashboard tab:
- Share the dashboard with either a chat room or another Symphony user.
- The target user should then create a new tab for the shared channel.
- Make the chat available to the new tab.
- Find the shared channel and click on the link.
- The channel will open up in the new workspace.
- Pin the new window and change the tab name to something you can remember.
Multiple Widget Use Case
One interesting use case in Symphony is to create a workspace that consists of multiple widgets that have been popped out of Apollo. This effectively creates a dashboard that you can use inside Symphony itself.
Note
Symphony workspaces only allow 6 windows to be open at a time so any dashboard you create will be limited to a maximum of six windows.
- Create the new tab that will hold your new workspace.
- Open the Apollo Pro® application on the new tab and pin it.
- Find the first widget to pop out, pop it out and pin it.
- Continue finding and popping out widgets to fill up the workspace.
Tip
- You can change the original layout for the workspace by clicking on the tab to open up the tab menu and click on Edit Grid Layout. This will allow you to move the widgets around as needed.
- Leave at least one available window as some of the links within Apollo Pro® open inside Symphony and you need a place to open the new window. Leave that window unpinned so that it can be reused by other links. Once you are done opening widgets, you can unpin the application itself and it will be the one that is re-used.
Quote Use Case
Apollo Pro® contains market data which includes quote information. You can create a quote tab by popping out the quote widget. The most flexible version of a quote widget contains a searcher tab that allows you to look up other companies. In order to pin that version of the quote widget, do the following:
- Create a Personal Dashboard that contains the quote widget with the searcher tab.
- Create a personal chat room by creating a chat room where you are the only member.
- Share the dashboard into that personal channel.
- Create a new Tab/Workspace in Symphony.
- Click on the shared dashboard to open in the new tab.
- Pop out the widget from the personal dashboard onto the new tab.
- Pin the quote widget.
Tip
When you search for a new company, there is not a way to remove it from the widget. If you want to reset the widget back to only the original company quote, click on another tab in Symphony and then click back to the tab that contains the quote. It will reset to the way it was when you created it.
Home PowerIntell.AI™ Apollo Pro® RegLens®