Shared Data Overview

Creating and Sharing Data Elements Video

Workspaces provide a way to customize sets of data for the workspaces and projects contained within that structure. You can share data from higher level workspaces and create additional custom data within a specific workspace. Data that is required for the entire organization should be associated at the root level workspace and use an Automatic sharing method so it is pushed down to child workspaces. Data that does not need to be automatically pushed down to child workspaces should use the default Manual sharing method.

Shared data prevents the need to re-enter data. It is locked for editing by the owning workspace, prohibiting unauthorized changes in other workspaces and projects. You must have the required security privileges to add, edit, and delete shared data. If your data ownership needs change, you can update the owning workspace. You cannot delete or move shared data if it is actively used by a child workspace or project.

Most shared data is accessible from the workspace-level Summary & Settings page. Some shared data is owned in several workspace-level apps. A limited subset of shared data is also available in the project context. You can manage various configuration and security data types including: