Explorer configuration

To configure the WorkZone Explorer settings, you must have the CONFIGADM access code.

WorkZone Explorer uses WebDAV (Web Document Authoring and Versioning), which is a standard document protocol over HTTP. With WorkZone Explorer, users can manage cases and documents from File Explorer.

In WorkZone Configurator, you can define the default settings for WorkZone Explorer.


Configure WorkZone Explorer

  1. On the start page, click Explorer.
  2. Select the Explorer configuration tab.
  3. Apply your changes.

When you make a change on the WorkZone Configurator user interface, you update the settings in the database (table wz_explorer). Users just need to refresh the file explorer and an updated configuration will then be available.

Field Description Notes

Set default case and document properties

Define the default property values for cases and documents created in WorkZone Explorer:

  
  • Default case group
   
  • Default document type

 

  
  • Use letter date as document creation date
  

If activated, letter date of the document inherits the value from the creation date. If deactivated, letter date has no value.

Select properties to be inherited from parent:

Indicate properties that child cases must inherit from their parent cases:

  
  • Read access code
  

If deactivated, child cases have empty read access code and all users can view these cases.
  • Case group
  

If deactivated, child cases have default case group.
  • Case category
  

If deactivated, child cases have no case category.

Select information to be displayed as a part of folder or document name:

Indicate information that must be displayed in the case title:

 
  • Case number

The unique identifier of the case, generated based on the custom defined components in Taxonomy > Case number format. The case number is displayed on many if not all user-oriented interfaces. It is also known as the File_No within the system.

  
  • Case ID
The unique identifier of the case, generated as a sequential number from the Oracle database. The Case ID is very rarely displayed to the users, but can sometimes be seen and referenced. It is also known as the system key or File_Key.  
  • Record number

Select a place to display the ID number of the archived document:

  
  • N

Omit the record number in the title.

  
  • POST

Display record number in the beginning of the title.

  
  • PRE

Display record number in the end of the title.

  

Hierarchy settings

   
  • Display child cases on the parent cases' level

Activate this toggle button to view parent and child cases on the same level. This gives you possibility to view all existing cases in a single place and to easily find a needed child case. Note that child cases also will be duplicated on the original levels. Deactivate the toggle button to view cases in their original tree structure.