Quick Search

Quick searches enable you to rapidly search for cases, documents or contact persons based on a single piece of input, for example a contact person's name or a document number. The located case, document or contact is then opened in a new detail page.

You can perform quick searches instead of creating searches and defining search criteria and filters, saving time and jumping directly to the case, document or contact you are searching for.

Starting quick searches

Quick searches can be started by clicking the Open button in the tabs and selecting which item type you want to search for: Case, Document or Contact. You can also use a shortcut key combination to start the quick search by pressing Ctrl+G and then selecting which item type you want to search for.

The Ctrl+G shortcut key is a global shortcut key so you can start a quick search from where ever you are in the WorkZone.

Valid search criteria

You use the following input as search criteria for quick searches:

  • Cases: Case number, Case title
  • Documents: Document number, Document title
  • Contacts: Contact name 1, Contact name 2, Contact ID

MRU and Database

When using a quick search, the MRU (Most Recently Used) list is searched first and then the entire database. The MRU list in the quick search form can be scrolled and you can select the item from the list if necessary.

You cannot use the Open button to locate or open documents with the AFS state.
The AFS document state was used by the WorkZoneCaptia Web Client and is no longer in use in newer versions of WorkZone.

How to perform a quick search

  1. In the ribbon, click Open button > Case (or press Ctrl+G and select Case) to open the Go to case form. The Go to case form opens with a list of the most recently used cases already accessible.
  2. In the empty field in the top of the list, filter the list by entering the case number or case title you want to find.
  3. When you have found the case you are searching for, select it and click the OK button to go directly to the case.
  1. In the ribbon, click Open button > Document (or press Ctrl+G and select Document) to open the Go to document form. The Go to document form opens with a list of the most recently used cases already accessible.
  2. In the empty field in the top of the list, filter the list be entering the document number or document title you want to find.
  3. When you have found the document you are searching for, select it and click the OK button to go directly to the document.
  1. In the ribbon, click Open button > Contact (or press Ctrl+G and select Contact) to open the Go to contact form. The Go to contact form opens with a list of the most recently used cases already accessible.
  2. In the empty field in the top of the list, filter the list by entering the contact name or contact ID you want to find.
  3. When you have found the contact you are searching for, select it and click the OK button to go directly to the contact.

See Also

Searches