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Multi-workspace and multi-app lists

Access and manage records across multiple workspaces and apps through unified views that consolidate data from different sources.

Standard workspace views​

Typically, users view records within specific apps of a given workspace:

  • Project-specific views - tasks in "Project X" workspace
  • Team-focused data - deals in "Sales Team Workspace"
  • Isolated contexts - each workspace contains its own app data

Unified multi-workspace access​

When participating in multiple projects, consolidate data across workspaces:

METAMETA workspace​

The METAMETA workspace provides unified views across all workspaces:

  • Cross-workspace consolidation - view records from multiple projects in one place
  • App-specific aggregation - see all instances of a specific app across workspaces
  • Unified management - manage related data without switching between workspaces

DATA app integration​

Access records from multiple apps within single or multiple workspaces:

  • Multi-app views - combine data from different apps in one list
  • Cross-app analysis - analyze relationships between different record types
  • Comprehensive reporting - create reports spanning multiple apps and workspaces

Access patterns​

1 workspaceMultiple workspaces
1 app

CRM/TASK will show tasks only from CRM workspace

CRM/DEAL will show the deals from CRM workspace

METAMETA/TASK
will show all tasks across all workspaces having tasks

METAMETA/DEAL
will show deals in all workspaces where such app is installed

Multiple apps

CRM/DATA
will show all records of all apps installed in CRM workspace - tasks, issues, timelogs, invoices, etc

METAMETA/DATA
this will show everything you have in the system

Multi-workspace list limitations​

App name conflicts​

When multiple workspaces contain apps with identical names:

  • Default behavior - METAMETA workspace defaults to the app installed within METAMETA workspace
  • Alternative access - use METAMETA/DATA feature to explicitly select which apps to include
  • Explicit selection - choose specific apps to avoid conflicts and ensure correct data access

Resolution strategies​

  • App prioritization - METAMETA workspace apps take precedence in name conflicts
  • Explicit app selection - use DATA app to manually choose which apps to combine
  • Workspace-specific access - access individual workspaces for app-specific functionality

Multi-app list limitations​

Field compatibility​

When using the DATA app to combine multiple apps:

  • Common fields only - only fields shared across selected apps are displayed
  • Example: Both "invoice" and "task" apps might share "title" or "modified date" fields
  • App-specific fields hidden - specialized fields like "discount" or "estimated hours" won't appear

Selective app combination​

The DATA app allows deliberate app selection for optimal results:

  • Targeted combinations - choose specific apps that share relevant fields
  • Example: Combine tasks, issues, bugs, and tickets to show shared attributes like "responsible", "priority", and "estimate"
  • Focused views - create meaningful cross-app lists with common data elements

Benefits of selective combination​

  • Relevant data - focus on apps with meaningful field overlap
  • Cleaner views - avoid cluttered lists with incompatible fields
  • Better analysis - compare similar record types across different apps
  • Efficient workflows - work with related data without field conflicts

Multi-workspace and multi-app lists provide powerful ways to consolidate and analyze data across your entire Comind ecosystem.