Use workspace resources in another workspace

This article applies to the following workspace types

Professional and Nutrition Labelling

A searchable workspace lets you use its resources, such as foods, recipes and raw materials, as reference data in your other workspaces. You can keep key data in one place and reuse it everywhere without duplicating it, like a custom data source you manage yourself.

There are three parts to setting this up:

  1. Convert the workspace you want to share from into a searchable workspace.
  2. Turn on the searchable workspace in the workspaces where you want to use it.
  3. Use its resources in your recipes and other resources.

Before you convert a workspace

Converting a workspace is permanent and can't be undone. Once a workspace is searchable:

  • Anyone in your organisation can search its resources and use them as ingredients, even if the workspace isn't shared with them.
  • It can't be converted back or deleted, because recipes in other workspaces may depend on its resources.
  • Its resources can only be moved to other searchable workspaces.

To hide a searchable workspace from the Reference data tab in other workspaces, archive it.

Part 1: Convert a workspace to a searchable workspace

You need permission to convert a workspace. Organisation owners and administrators have this permission automatically.

  1. Open the workspace you want to share resources from.
  2. In the icon bar on the left, select Workspace settings.
  3. Select Reference data, then click Convert.
  4. Read the information in the dialog, then click Convert workspace.

Anyone with access to the workspace's Reference data tab can see that it has been converted.

Part 2: Use a searchable workspace in another workspace

  1. Open the workspace you want to use the resources in.
  2. In the icon bar on the left, select Workspace settings.
  3. Select Reference data.
  4. In the Categories section, click Searchable workspaces.
  5. In the Data sources and searchable workspaces list, tick the workspace you want to use.

Changes save automatically. You can now search for and use the searchable workspace's resources:

  • in a Professional workspace: foods and recipes
  • in a Nutrition Labelling workspace: raw materials, sub recipes and recipes

If no searchable workspaces appear in the list, check that the workspace has been converted (Part 1).

Part 3: Use resources from a searchable workspace

  1. In the workspace from Part 2, open or create a resource, such as a recipe or meal plan, and click Edit if needed.
  2. On the Foods or Ingredients tab, click in a row and type the resource's name.
  3. Select it from the list and enter the quantity.

Changes save automatically. When you're ready, click Publish.

Was this article helpful?
3 out of 4 found this helpful

Comments

0 comments

Please sign in to leave a comment.