295 lines
6.8 KiB
Markdown
295 lines
6.8 KiB
Markdown
# Workspaces and Workpages Guide
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Complete guide for creating and managing workspaces and workpages in SAP Build Work Zone, advanced edition.
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**Source**: [https://github.com/SAP-docs/sap-btp-build-work-zone-advanced](https://github.com/SAP-docs/sap-btp-build-work-zone-advanced)
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## Table of Contents
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- [Workspaces Overview](#workspaces-overview)
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- [Workspace Features](#workspace-features)
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- [Workspace Roles](#workspace-roles)
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- [Navigation and Organization](#navigation-and-organization)
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- [Administrative Areas](#administrative-areas)
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- [Sub-Workspaces](#sub-workspaces)
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- [Creating Workspaces](#creating-workspaces)
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- [Workpages](#workpages)
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- [Layout Structure](#layout-structure)
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- [Workpage Editor](#workpage-editor)
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- [Workspace Settings](#workspace-settings)
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- [Business Records Integration](#business-records-integration)
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- [Best Practices](#best-practices)
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---
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## Workspaces Overview
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A workspace is a collaborative environment designed to encourage users to share and communicate about specific subjects, projects, events, goals, or teams.
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## Workspace Features
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- Dedicated pages and feeds
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- Member management
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- Content sharing
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- Task collaboration
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- Business record integration
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- Sub-workspaces for nested organization
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---
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## Workspace Roles
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| Role | Permissions |
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|------|-------------|
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| Owner | Full control, created automatically for workspace creator |
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| Administrator | Manage members, settings, content |
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| Member | Participate, create content, collaborate |
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| Viewer | Read-only access |
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---
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## Navigation and Organization
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### Workspaces Menu
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Users can access:
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- Recently viewed workspaces
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- Favorite workspaces
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- All available workspaces
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- Managed workspaces (filter)
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---
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## Administrative Areas
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Administrative areas provide organizational grouping for workspaces.
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### Definition
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A designated space for subject matter experts to manage content and interact within their lines of business.
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### Role Structure
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| Role | Scope |
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|------|-------|
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| Company Administrator | Full platform access |
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| Area Administrator | Limited to specific area |
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### Creating Administrative Areas
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1. Navigate to Administration Console
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2. Select "New Area"
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3. Configure area settings
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4. Assign area administrators
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5. Define which settings area admins can modify
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### Area Operations
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- **Ordering**: Drag areas to reorder display position
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- **Navigation**: Access via Action menu → "Go To Area"
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- **Deletion**: Removes area; workspaces retained but dissociated
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### Permission Configuration
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Control which administrative functions are available to area administrators at area creation time.
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---
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## Sub-Workspaces
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Sub-workspaces enable nested workspace organization.
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### Creation Requirements
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- Only workspace administrators can create sub-workspaces
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- Add "Sub-Workspaces" navigation tab to enable
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### Membership Rules
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| Rule | Description |
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|------|-------------|
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| Subset | Sub-workspace members must be main workspace members |
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| Automatic Removal | Removing from main workspace removes from sub-workspaces |
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| Automatic Addition | Inviting to sub-workspace adds to main workspace |
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### Administration
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- Delegate sub-workspace administration to other members
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- Promote members to sub-workspace administrators
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### Configuration
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When creating sub-workspaces:
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- Select workspace template
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- Configure settings same as main workspace
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- Maintain consistent structure
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---
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## Creating Workspaces
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### From Scratch
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1. Navigate to Workspaces menu
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2. Select "Create Workspace"
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3. Configure settings:
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- Name and description
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- Privacy settings
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- Member permissions
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4. Create workspace
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### From Template
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1. Navigate to Workspaces menu
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2. Select "Create Workspace"
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3. Choose template
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4. Customize as needed
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5. Create workspace
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---
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## Workpages
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### Overview
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Workpages are pages within workspaces where users add content. They use a grid layout with sections containing up to six columns.
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### Layout Structure
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```
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Workpage
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├── Section 1
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│ ├── Column 1 (widgets)
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│ ├── Column 2 (widgets)
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│ └── ...up to 6 columns
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├── Section 2
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│ └── ...
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└── ...
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```
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### Creating Workpages
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1. Navigate to workspace
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2. Select "Add Page"
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3. Choose template or blank layout
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4. Configure sections and columns
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5. Add widgets and content
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6. Publish or save as draft
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### Nested Workpages
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Workpages can be nested hierarchically:
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- Exist in site menus
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- Nest under other workpages
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- Create logical content grouping
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---
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## Workpage Editor
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### Capabilities
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- Add apps, cards, and widgets
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- Configure sections and columns
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- Adjust widget settings
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- Design styling options
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### Content Options
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- UI Integration Cards
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- Widgets (24 types)
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- Applications
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- Custom content
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### Publishing Options
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| Option | Description |
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|--------|-------------|
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| Publish | Make visible to workspace members |
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| Save as Draft | Save for later completion |
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---
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## Workspace Settings
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### Privacy Settings
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| Type | Description |
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|------|-------------|
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| Public | Visible to all users |
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| Private | Visible to members only |
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| Secret | Hidden from non-members |
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### Member Management
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- Add/remove members
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- Assign roles
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- Configure permissions
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- Manage invitations
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### Feature Enablement
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Enable/disable workspace features:
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- Feeds
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- Content creation
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- Forums
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- Knowledge base
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- Events
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---
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## Business Records Integration
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If integrated with external business systems (e.g., SAP Cloud for Customer):
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### Supported Record Types
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- Accounts
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- Opportunities
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- Service tickets
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### Capabilities
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- Browse and search records
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- Create dedicated workspaces for records
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- Feature records in workspaces
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- Post comments and create tasks
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- Tag and like records
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### Access Requirements
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Users must have appropriate access rights in integrated external systems.
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### External User Limitations
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External users may:
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- View records in authorized workspaces
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- Comment on records
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- Feature records in workspaces
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---
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## Best Practices
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### Workspace Design
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1. **Clear purpose** - Define workspace goal
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2. **Logical structure** - Organize workpages logically
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3. **Appropriate permissions** - Limit access as needed
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4. **Active moderation** - Maintain content quality
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### Workpage Design
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1. **Grid efficiency** - Use appropriate column counts
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2. **Widget organization** - Group related content
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3. **Mobile consideration** - Test on mobile devices
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4. **Performance** - Limit widgets per page
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### Sub-Workspace Usage
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1. **Clear hierarchy** - Logical parent-child relationships
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2. **Appropriate scope** - Don't over-nest
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3. **Consistent membership** - Align with main workspace
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---
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**Documentation Links**:
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- Workspaces: [https://help.sap.com/docs/build-work-zone-advanced-edition](https://help.sap.com/docs/build-work-zone-advanced-edition)
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- GitHub: [https://github.com/SAP-docs/sap-btp-build-work-zone-advanced](https://github.com/SAP-docs/sap-btp-build-work-zone-advanced)
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