Categories

Navigate through your workspace data

Categories are the fundamental building blocks of organization in ENSPACE. Each category represents a type of data in your business — such as contracts, clients, projects, or services — and stores the items created by your team.

This section of the documentation covers how you interact with data on a daily basis. To configure the structure of categories (create fields, forms, flows), see Settings > Structure > Categories.

How to access categories

There are two ways to access categories in the workspace:

• From the side menu — expand Member > Categories and select the desired category. For a category to appear in the menu, the Auto menu option must be enabled in the category settings.
• From the Home screen — categories can be displayed directly on the workspace Home. To do this, enable the Show Categories option in Basic Information.

In a newly created workspace, neither option is enabled by default. You must configure at least one of them so members can access categories.

Navigating the items screen

Category side menu

When expanding a category in the menu, you will see:

• All — displays all items in the category, regardless of the form used.
• Subitems by form — if the category has more than one configured form, each form appears as a separate subitem, filtering items created by that form.

Views

At the top of the screen, tabs allow switching between different ways of viewing items. The Default view comes pre-configured. You can create custom views by clicking + New View, defining specific filters, columns, and sorting.

Items table

Items are displayed in a table format with configurable columns. Each row represents an item and displays the values of the category fields.

The table provides:

• Search and filters — find items by text (searches visible table fields) or apply filters by column, including relationship fields.
• Date filter — in the top right corner, filters items by creation date. To filter by other date fields, use custom filters.
• Sorting — click the sort button to choose which field will define the order of items (ascending or descending).
• Pagination — at the bottom, allows navigation between result pages.

Toolbar

In the top right corner of the screen, a toolbar provides quick actions:

• Export — allows extracting category data. Available formats are: Excel, CSV, or DBF. Additionally, you can generate a Standard Report, which exports items in spreadsheet format with all visible category fields. Export respects the active table filters.
• Settings (gear icon) — opens a sidebar with additional options:
  • Delete — removes selected items.
  • Creation mode — switches the creation form between Sidebar and Window (modal).
  • Bulk Actions — opens the bulk creation and update modal. For more details, see Bulk Actions.
  • Reset settings — restores the default view settings.

Actions on an item

In the Actions column of each item, the dropdown provides:

• View — opens a sidebar with item data in read-only mode.
• Edit — reopens the item form for editing.
• Delete — sends the item to the trash.
• Access — opens the dedicated item page in full view.
• Copy Link — copies the direct item link for sharing (works only for workspace members).

Inline editing

In addition to the Actions menu options, you can edit fields directly in the table by double-clicking the desired cell. The field opens for in-place editing. For more complex fields (such as Address or Person/Company), a modal is displayed with all subfields.

If you do not have permission to edit a field, the cell will be locked (disabled) when you attempt to edit it.

Item screen

When clicking Access, you enter the dedicated item screen. It displays:

• Reference — the unique identifier of the item.
• Creation information — date, time, and author.
• View folders — tabs that organize fields into thematic groups. Each folder displays the fields configured for that view. If no folders are configured, all fields are displayed on a single screen. To learn how to configure folders, see View Folders.
• Edit button — located in the corner of the folder, allows editing fields directly.
• Print — generates a printable version of the item.

Trash

Deleted items are sent to the workspace trash, where they can be restored. The trash keeps items for a limited time before permanent deletion.