I. Intro
Before using Custom Workplace, organizations first need to set goals for customization and assess which implementation process is right for the organization.
II. Steps
1. Set goals for customization
Organizations can get started with the following six questions to determine what they want to accomplish.
❓Who should be the decision-makers for Custom Workplace?
Generally speaking, the decision-makers can be administrators or members from IT, HR, or other functional teams.
❓Who is the target audience for Custom Workplace?
The target audience can be all members, management, or specific roles (such as sales or HR).
❓What problems do you want to solve with Custom Workplace?
Decision-makers might want Custom Workplaces to be a portal for the organization's news and apps, accelerating the dissemination of knowledge or improving efficiency.
The target audience might want Custom Workplaces to be a bulletin board for quick app access and key metric visualizations, so common tasks, such as approvals and to-dos, are just a few clicks away.
❓What do you want Custom Workplaces to look like?
You can take a look at the official templates to check whether they meet your needs. If not, you can create a proposal describing the specific requirements. We suggest including at least 2 sections, Layout style and Module description. For examples, see the figures below:
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❓What resources within the organization are available to support a Custom Workplace project?
The project's implementation depends on an organization's available resources, such as R&D, budget, and so on.
❓How will you evaluate whether the results meet expectations?
You can use Feishu Questionnaire to create a questionnaire to find out the rate of satisfaction for decision-makers and the target audience.
2. Evaluate the path for implementation
When evaluating the path for implementation of a Custom Workplaces project, an organization first needs to assess whether official Feishu blocks and layouts can meet its requirements.
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2.1 Evaluate whether official Feishu blocks meet your requirements
Organizations can evaluate whether a block meets their needs based on factors such as its feature type, style, and applicable scenarios.
Communication and promotion blocks
App access blocks
Chart blocks
Other blocks
If official Feishu blocks cannot meet all of your organization's needs, you can develop your own blocks. There are two ways to do so:
- Develop your own blocks: Organizations can evaluate whether they have sufficient resources and talent to build their own blocks. For details on block development, see Develop Workplace blocks.
- Pay vendor for customization: Feishu offers paid design and development services. The organization simply has to submit their customization needs and a specialized design or development vendor will get in touch.
2.2 Evaluate whether the layout meets your needs
A wide range of layouts are available for Custom Workplaces. Here's an example:
Custom Workplace supports the combination of multiple layouts, as shown in the screenshot below:
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After blocks are added to the layout, it will look like this:
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One-column layout and max-width layout
Multi-column layout
Multi-column mixed layout
Note: Only one My Favorites and Top Navigation block can be added per Workplace:
- My Favorites can only be added to a one-column layout or max-width layout.
- Top Navigation can only be added to a max-width layout and placed at the top.
If the above layout combinations are insufficient, you can contact Technical Support, and we will conduct an evaluation of your needs.
- Choose the implementation path
Based on the above information, you can choose which of the following four paths is suitable.
3.1 Build your own Custom Workplaces
See the following documents to build your own Custom Workplaces:
3.2 Develop independent blocks
If official Feishu blocks cannot meet your requirements, you can develop your own blocks. For more details, see Develop Workplace blocks.
3.3 Pay vendor for customization
If you are interested in paid customization services, contact your Customer Success Manager to connect to a vendor to create an exclusive Workplace for your organization.
Paid customization by a vendor is a special path, for when official Feishu blocks do not meet your organization's needs and your organization has a budget for customization.
- If you need paid customization, you can contact your Customer Success Manager or the PSC team.
- You can benefit from Feishu's ecosystem, which includes services from certified vendors and Feishu's own products. If you have no special requirements, you can directly sign a contract with a vendor recommended by Feishu. To help you save costs, a PDC project manager will be involved in the communication and alignment of initial requirements as well as project review, acceptance, and management. They will also provide the necessary technical support.
If you choose paid customization by a vendor, your organization will need to:
- Create a Workplace: Create a Custom Workplace on Feishu Admin. Under Actions, click Edit, and you will be able to see and edit the URL and authorization code (see Create Custom Workplaces and Edit Custom Workplaces).
- Authorize the vendor to make edits: Once the vendor has been added to the organization as an ordinary member, give them the Workplace builder URL containing the authorization code or the portal authorization code.
- Review and accept the Workplace: Once development is complete, confirm, review, and accept the deliverable.
3.4 Embed a webpage in a Workplace
See the following document to learn how to embed an existing web portal to Feishu Workplace: