Supported configurations

This topic outlines the WorkZone Configurator and WorkZone Client configurations that can be exported and imported using WorkZone Export/Import.

WorkZone Configurator configurations

The following configurations can be exported and imported:

Configuration		Read more
Office configuration	Exports WorkZone for Office configurations such as configurations on the Office > Outlook configuration and Office template path pages.	WorkZone for Office settings
Case categories	Exports case categories that are configured on the Case > Properties page.	Properties and About cases
Custom fields	Exports custom fields on cases, documents, contacts, and addresses that are configured on the following pages: Case > Custom fields Document > Custom fields Contact > Custom fields Addresses > Custom fields	Custom fields
All roles for all relations	Exports case, document, and contact parties and references that are configured on the following pages: Case > Case parties and references > Case party roles, Case references, and Document references Document > Document parties and references > Document party roles and Document references Contact > Contact reference roles	Parties and references
Case number format	Exports the case number format that is configured on the Taxonomy > Case number format page.	Case number format
Validation rules	Exports validation rules associated with text custom fields. The validation rules are configured on the Global > Validation rules page.	Validation rules
Custom droplist	Exports custom droplists that are configured on the Global > Custom droplists page.	Custom droplists
Custom types with properties	Exports custom types with properties that are configured on the Global > Custom types page.	Custom types
Retention policies	Exports retention policies that are configured on the Retention > Retention policies page and the default retention police specified on the Default retention policy page.	Retention policies

WorkZone Client configurations

The following configurations can be exported and imported:

Configuration		Read more
Organizational WorkZone Client configurations	Exports WorkZone Client organizational configurations that an administrator has distributed to a whole organization.	About WorkZone Client configuration
Saved searches	Exports searches that have been saved in WorkZone Client.	Save and reuse saved searches