Workspace Configurations: Setup Guide

This guide explains how Salesforce Administrators build Workspace Configurations in the Squivr Workspace Builder, including navigation, components, the config header and footer, and publishing.

1. Assign Permissions

Assign the correct permission set(s) for Workspaces:

Permission Set	Access Level
Squivr Workspace Base	Standard create/edit access
Squivr Workspace Base Lite	Standard create/edit access (no Squivr Application access)
Squivr Workspace Base Read Only	View-only access
Squivr Workspace View All	Read all records (extension for a Base permission set)
Squivr Workspace Modify All	Full org-wide access (extension for a Base permission set)

2. Open the Workspace Builder

Open the Squivr Admin tab
The Builder loads the Workspace Configurations landing page, a searchable grid of all existing configurations
System configurations (shipped with the package) show a lock icon and cannot be edited; create a new one from a recipe or scratch to customize

From the landing page you can:

Click New Configuration to start from scratch
Click Create from Recipe to start from a preset bundle of nav items and components
Click any admin-authored card to open that configuration in the Builder
Use the search box to filter by name or object

3. Set the Configuration Properties

With a configuration open, the top of the Builder shows the Configuration Properties panel:

Name, the configuration's display name
Scope Type, Global, Object, or RecordType
Object, appears when Scope Type is Object or RecordType; pick the Sobject
Record Type, appears when Scope Type is RecordType; pick a record type on the selected object
Nav Color, a named color token for the left rail
Nav Collapsible, allows end users to collapse the nav rail
Default Collapsed, the nav rail starts collapsed when the workspace loads
Active, Draft when false, Published when true
Description, optional admin notes (up to 5000 characters)

Scope determines where the Workspace renders:

Global, appears as a tab in the Squivr app navigator with no record context
Object, renders on record pages for the selected object
RecordType, renders on record pages only when the record's RecordType matches

4. Add Navigation Items

The left pane's Navigation section manages the entries in the left rail.

Click + Add Nav Item
Fill in the modal:
- Label
- Icon (SLDS icon picker)
- Tooltip (optional)
- Is Default (only one nav item can be default; this is the nav item selected when the workspace opens)
Click Add

Once added, each nav item in the tree supports:

Drag the handle to reorder
The edit icon to open the inline edit panel and change Label, Icon, Tooltip, or Is Default
Up/Down arrows to move by one position
The delete icon to remove the nav item (and all its components)

5. Pick a Layout Template for a Nav Item

Select a nav item in the left rail. Above the canvas, click the layout chip to open the template picker and choose one:

Template	Regions
Full Width	Header, Main, Footer (all full width)
Left Sidebar + Main	Header, Sidebar (4), Main (8), Footer
Main + Right Sidebar (default)	Header, Main (8), Sidebar (4), Footer
Two Equal Columns	Header, Left (6), Right (6), Footer
Header + Main	Header, Main (no footer)
Main Only	Main only

Changing the layout on a nav item that already has components placed will prompt you to Move & Continue so the Builder can relocate orphaned components into the new layout's regions.

6. Add Components

The left pane's Components palette lists every component available in the Builder's registry, grouped by category:

Data Display (Highlights, Related List, Notes, Record Detail, Record Banner, Header Panel, Card Color Legend, Whitespace Summary, Whitespace Analysis)
Actions (Actions Bar)
Visualizations (Org Chart, Gantt Chart, Timeline, Arc Groups, Quadrants, Action Plan)
Automation (Flow)
External (Visualforce Page)
Containers (Tab Set, Accordion)
Custom (Custom LWC, Custom Aura Component, for any exposed component not in the registry)

To add a component:

Select the target nav item so the canvas shows its layout
Drag a palette tile into a region on the canvas (Header, Main, Sidebar, Left, Right, Footer, depending on the layout), or click a tile to open the Add modal and pick a region
The Add modal opens with the component's parameters
Fill in the parameters (each component has its own set, see the Nav Items and Components Reference article for the full list)
Click Add

Components on the canvas can be dragged between regions, reordered within a region, selected, or deleted. Selecting a component opens the Inspector in the right pane, where you can edit every parameter without reopening the Add modal.

7. Add Config-Level Header and Footer Components (Optional)

The canvas always shows two extra regions outside the per-nav-item layout:

Config Header, renders at the top of every nav item in the workspace
Config Footer, renders at the bottom of every nav item in the workspace

Drag components into these regions to create persistent surfaces like a workspace-wide Actions Bar, a Record Banner at the top of every tab, or a shared header panel.

8. Save and Publish

The Builder tracks unsaved changes and shows an "Unsaved changes" warning below the status badge while you work.

Click Save at any time to persist changes; the configuration stays in its current Draft or Published state
Click Publish to activate the configuration (a confirmation modal appears)
Click Unpublish to return a live configuration to Draft without deleting it

A configuration must have at least one navigation item, or at least one config header/footer component, before it can be saved or published.

Admin Notes

Workspace Configurations are resolved at runtime and the first Published match wins
Nav Item and Component changes apply to every user as soon as the configuration is saved and they reload the page
Unpublish (Active = false) to hide a configuration without deleting it
The Builder persists the last-opened configuration in the browser session so refreshing returns you to the same configuration

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