WorkZone Configurations
Streamlined and simplified configuration editing
The functionality for editing and deploying (previously called distributing) WorkZone configurations has been simplified and streamlined. The functionality, menu options and user interface texts have been re-done for improved usability and ease-of-use.
Users assigned the CONFIGADM access code can edit and reset their own and other users’ configurations as well as Unit and Organizational configurations.
Configurations are no longer distributed to users, but saved as another user’s configuration, saved as a Unit configuration or saved as an Organizational configuration. Configurations that contain customizations are suffixed with a gear icon. Saving configurations in this fashion overwrites the original configuration and automatically makes the configuration available to the user, unit or entire organization, depending on the configuration type.
The Import/Export menu option is not accessible if you are currently editing a configuration. You must import/export the configurations first and then edit each configuration (if necessary).
As a result of the changes to configuration editing, the Clear distributed configuration and Import user configuration menu options have been removed and their functionality replaced with the new configuration editing functionality. The contents of WorkZone configurations, priority and merging rules as well as importing/exporting configurations as files have not been changed.
Filtered tabs and the default dashboard
Filtered tabs and the default dashboard cannot be removed (meaning deleted from the configuration). You can chose not to display a filtered tab or the default dashboard, but you cannot remove them.
Lock Main ribbon elements
When editing configurations, users assigned the CONFIGADM access code can lock changes made to the Main ribbon. This allows administrators to single out and prevent user access to specific Main ribbon elements - for example updating the Unit configuration to only display the creation of certain case types to unit members.
Locked Main ribbon elements cannot be unlocked by users that are not assigned the CONFIGADM access code even though all users can edit their Private configuration's main ribbon.
Change the display order of the menu options in the Main menu
Administrators can change the display order the menu options in the Main menu when editing WorkZone configurations by dragging the menu items to new positions. This enables administrators to fine-tune the main menu to better reflect the every-day workflows by manually grouping and placing the most used menu items in logical positions in the menu.
Custom Types
Custom types can now be connected to other custom types as well as to a case, document, contact, unit, employee or address. Custom types can also be created independent of any connections and can thereby be used to create a detail page - detail tab structure similar to the detail page - detail tab structure for cases, documents and contacts.
Custom detail pages
Custom types now have their own detail page where users can create new records in the custom type the same way new cases, contacts or documents are created. If a custom type is connected to another custom type, a custom type detail tab on the custom type detail page will be displayed once the main custom type record has been created.
The custom type detail tab can be configured like any WorkZone detail tab - meaning additional tabs can be added or removed and columns (fields) can be displayed or hidden from view. The custom type detail page is opened from the main ribbon > 
More button.
The More button is a new addition to the main ribbon and displays all created and active custom types. It is used to open the custom type detail page for the selected custom type where users can enter data. The More button is not displayed by default and must be enabled manually by editing the main ribbon. The More button is also locked for editing by default.
Custom type searches
You can create and save custom type searches similar to other searches and the saved custom type searches can be used to create lists or generate data for widgets in the dashboard.
Custom type searches can be accessed from the main ribbon by clicking Search > More.
The More search menu option is not displayed by default and must be enabled manually be editing the main ribbon. The menu option is also locked for editing by default.
Descriptive text in custom types
Custom types cannot by default display a description or label in connection with the record number, unlike cases for example, which can be displayed by a number of meta data such as Case ID, Case number, Case title, Case handler and/or Case type. When referring to a record made in a custom type, only the record ID is by default displayed in widgets and in drop-down lists in fields.
You can add a description to the custom type ID which will be displayed when users look-up a custom type field value in a drop-down list in a detail field or search field or when users analyze custom type data displayed in dashboard widgets.
Custom types and performance
Custom types should not contain large amounts of data and are not architecturally designed to do so.
If large amounts of data is stored in custom types, either in one custom type that contains large amounts of data or many custom types each with significant amounts of data, overall system performance may be noticeably reduced. The specific amounts of data that will cause reduced performance will depend on the hardware, software, network configuration and work policies implemented in your organization.
Important: As a consequence of the changes made to custom types, you must re-apply all custom types used as tabs in the case, document and contact-based detail pages if you have updated your WorkZone installation from a previous version to WorkZone 2020.2.
If you have adjusted any columns (fields) in the custom tab, you must manually configure the list again.
If you have added or removed fields in the corresponding Add new record form in the custom tab, you must manually configure the form again.
The Add new record form is opened by clicking the 
Add button in the detail ribbon.
WorkZone Process notification settings for Units
WorkZone Process notification settings can be defined for WorkZone units on the unit detail page and can be used to customize which WorkZone Process notifications are received by a unit.
Units are considered a separate contact with their own WorkZone Process notification settings and in some situations, their own email account. Users can therefore receive notifications to their email account based on their user notification settings as well as receive notifications to their unit's email account based on the notification settings of the unit.
Like the user WorkZone Process notification settings, the notification settings of the unit will override the organization's global WorkZone Process notification settings.
Configure control icon in the upper right-hand corner of the control. This enables you to quickly gain an overview of which controls can be edited on a detail tab page.