Edit a building's spaces using a map
Space planners and administrators can update space attributes and allocation changes using interactive floor maps. Select and edit a single space or update bulk spaces via floor maps. Add, change, or remove space allocations as required. The updated space attributes and association changes are reflected in real-time on a floor map.
Antes de Iniciar
Role required: sn_wsd_spcmgmt.space_planner
Procedimento
- Navigate to All > Workplace Central > Space Optimization > All Buildings.
- Select View All and select a building from the list of buildings.
-
On the Stack plan, select the Stack plan settings icon (
) from the right pane to display different view options.
-
Select View by to select the view based on which the spaces on the floor must be categorized.
The following view options are available:
- Assignment type
- Cost center
- Department
- Neighborhood
- Occupancy status
- Space type
- Space status
- Space function
- Workplace entity
The spaces are displayed based on the selected view. -
To display the Space details for a selected stack bar, select the Space details icon (
).
-
To view the space allocations on a map, select the Floor Map tab.
The floor map of the selected floor on the stack plan is displayed. The spaces are highlighted based on the view option that you selected.
- To change the floors, use the Floor option.
-
To view the details of selected spaces, select the Space details icon (
).
Space details like the space count, assigned profiles, and department details are displayed on the panel.You can select the copy link (
) icon to copy a shareable link to the selected floor or space. You cannot share multiple spaces.
-
To change the view, on the right pane, select the Map Settings icon (
).
In the Map Settings panel, you can perform the following actions:- Change the floor map view: Select the View by option. The following view options are available:
- Assignment type
- Cost center
- Department
- Neighborhood
- Occupancy status
- Space type
- Space status
- Space function
- Workplace entity
- View spaces based on assignment: You can enable or disable the following settings:
- Assigned to: View the users to whom a space is assigned.
- Assignment type: View the assignment type of a space.
- Show base map: Option to disable color-coded spaces on the map. The map displays color-coded spaces as defined in Map Studio.
- Opacity %: Opacity of the colored spaces on the map. You can reduce the opacity if some map elements are hidden due to the colored spaces.
- Change the floor map view: Select the View by option. The following view options are available:
- To zoom on the space on the map, use the zoom options displayed on the bottom right of the map.
-
To edit the space attributes or its allocation details, do the following:
-
Select either a single space or bulk spaces.
You can select multiple spaces by holding Shift and drawing a circle (lasso) around the spaces.
You can also select spaces based on a filter query by selecting the filter icon (
). On the Filter spaces pop-up, you can add the conditions select the spaces based on your requirement. For example, Department is Human Resources OR Department is Risk Management.
You can also use Related list conditions to apply filtering on related tables. Make sure to set the Greater than or equal to operator value to 1 for accurate results.
For more information about conditions, see Condition builder.
-
After the selection, to edit the spaces, on the right pane, select the Edit Space option under the Space details section.
A new tab opens with a list view of the selected spaces. You can configure the columns based on which you want to view the spaces and also make edits and perform allocation changes. The updated changes are reflected in real time on a floor map.
-
Select the spaces that you want to edit using the check box.
Nota:Enable the system property glide.lists.inline_editing_enabled for making inline edits in the list pages.
- After selecting the required spaces, select Edit.
- The right panel opens in the Edit mode.
- After making the required space attributes and association changes, select Update to save the changes.
- If there are spaces with similar names for a selected floor, a message is shown to change the space name.
- Duplicate spaces are also shown so that they can be removed.
- Take appropriate actions to change floor names and remove duplicate spaces.
-
To update space allocation details, select required spaces from the list view and select the Allocation drop-down list to add, change, or remove space allocations.
Tabela 1. Allocation options Field Description Add Allocation Select Add allocation from the drop-down list to add new space allocations. - From the Allocation type drop-down list, select the allocation type.
- Based on the Allocation type selection, select the required option.
- Select Apply.
Change Allocation Select Change allocation from the drop-down list to change or update space allocation. - From the Allocation type drop-down list, select the allocation type.
- Based on the Allocation type selection, select the required option.
- Select Apply.
Remove Allocation Select Remove allocation from the drop-down list to remove the selected space allocation. - Select the allocation from the Allocation type list,
- Select the required option, based on the Allocation type selection.
- Select Apply.
- Additionally, select Export to export the bulk space record data to Excel, JSON, HTML, or CSV.
- Select the Delivery type list and select Download or Email to download or email the selected space record data.
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Select New to add a workplace location and update the required fields.
For more information, see Managing workplace locations.
- After performing the changes, select Save.
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Select either a single space or bulk spaces.
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Select Back to navigate back to Floor Map.
Any changes that you make to space records are applied in real-time and available on the floor Map of the selected space.