Work with WorkZone chats

Prerequisites:  

  • Chat functionality is supported from WorkZone version 2020.2 and forwards.
  • The Chat module must first be enabled by your administrator in WorkZone Configurator, both for WorkZone Client (Configurator > Global > Feature Settings > WorkZone Client > Chat) and WorkZone Mobile (Configurator > Global > Feature Settings > WorkZone Mobile > Chat). See Feature Settings in WorkZone Configurator Administrator Guide.

In WorkZone Mobile, you can view your existing chats and reply to them, create new chats, manage chat references (add or remove cases, documents and participants), preview and edit chat documents (only editable documents), and view metadata for chat documents and cases. See WorkZone Client User Guide for more information about chats.

Select your operating system below to view instructions for your device.



  1. Tap Chats in the navigation pane to view the list of chats where you are either the creator or a participant. Your chats will be sorted by the dates they were last updated.
  2. Tap a chat to open it. You will see chat details such as participants, references, and messages.

Tips:  

  • A number on the Chats icon in the navigation pane indicates how many unread messages you have across all of your chats.
  • A number on a particular chat in the chat list indicates how many unread messages you have in this chat.
  • A green dot next to a chat user name indicates that this user is currently online. A grey dot indicates that this user is offline.
  1. Tap Chats in the navigation pane.
  2. Tap the chat you want to reply to.
  3. Type your message in the input field, and tap() or ().

You can continue writing your chat messages while being offline. They will be sent automatically, once you are online again.

  1. Tap Tasks in the navigation pane.
  2. Tap the task that you want to create a chat for.
  3. Tap at the top right corner. A new chat about this task is created. Task case and task documents will automatically be added as chat references.

    4.  

    •  If a chat about this process task already exists, it will be opened instead.
    • You can add or remove chat cases, documents, or participants as needed. See Manage chat references.
    • If the task case or task document is protected by an access code, only users who have this access code will be able to see this case or document in the chat references.

  1. Tap Chats in the navigation pane.
  2. Tap in the Chats list (top left corner of the screen). You are then prompted to add chat participants.
  3. Add chat participants, and tap Done. The new chat is created.
  4. Optionally, tap Edit to add chat cases and documents. See Manage chat references.

You can add or remove chat cases, documents, or participants in your chats.

  • You must be online to add or remove chat cases, documents, or participants.
  1. Tap the chat in which you want to add or remove documents, cases, or participants.
  2. Tap Edit under the chat title.
  3. Select the case, document, or user you want to add or remove.
    • To add: Tap Add participant, Add document, or Add case, and then type the case, document, or user to add.
    • To remove: Tap next to the existing case, document, or user to remove them from the list.
  4. Tap DONE.
  1. Tap the chat with the document you want to preview.
  2. Tap the document title to preview its content.

    Tap and at the top to open the previous or the next document on this chat, or swipe to open the previous or next page of the document.

  3. Tap Back to close the preview and return to the chat.
  • You must be online to edit chat documents.
  1. Tap the chat with the document you want to edit.
  2. Tap the document title.
  3. Tap at the top right corner to edit this document.

    You might need to install a corresponding Microsoft Office app to edit some document formats.

  4. Save your changes, and tap Back to return to the chat.

You can view details of the documents and cases on your chats.

  1. Tap the chat with a document or a case.
    • For documents:
      1. Tap the document title to open it in a preview mode.

        Tap and at the top to view the previous or the next document on this chat.

      2. Tap at the top right corner. Document metadata is displayed. Tap to return to the document preview.

      3. Tap at the top right corner to edit this document.

    • For cases:
      1. Tap the case title to open its details.

        Tap and at the top to view the previous or next case on this chat.

      2. Under Documents, you can view documents on this case (if there are any).

        Tap a document to preview it, edit it, or view its metadata.

        -Or-

        Tap Metadata to view metadata of this case (you must be online to view case metadata).

    1. Tap Back to return to the chat.