About custom fields

Custom fields are fields defined by your organization which can store one value per case, document or contact and can be displayed on the detail pages for cases, documents and contacts as well as added to the case, document, contact and addresses lists.

Custom fields can also be added to searches, including saved searches.

Custom fields are created, defined and maintained in WorkZone Configurator on the Case, Document or Contact pages.

There are four types of custom fields:

• Custom document fields
• Custom contact fields
• Custom case fields
• Custom address fields

Custom document fields

Custom document fields can be added to the Documents detail page as well as added to document lists and tabs in the document detail page.

Custom contact fields

Custom contact fields can be added to all 17 types of Contact detail pages as well as added to contact lists and tabs in the contact detail page.

Custom case fields

Custom case fields can be added to all 5 types of Case detail pages as well as added to case lists and tabs in the case detail page.

In contrast to custom document and custom contact fields, custom case fields are sub-divided into two sub-types:

• Primary: Available everywhere.
• Case parties: Only available on the Parties tab on the cases detail page. Custom Case parties fields can be used to define additional content that connects a specific case with a specific contact, often designated a case party.

Custom address fields

Custom address fields can only be added to the Addresses list and the Addresses tab on the Contact detail page.