The Detail tabs

Detail tabs on cases

You can view and manage the following lists on case detail pages:

Name	Description
All main documents and supplementary documents	All documents associated with the case.
Activities	Manage multiple case activities. On this tab, you can start a new activity and open the activities preview pane for a selected activity. You can also export a selected activity to Microsoft Excel, refresh the activity list, delete a selected activity from the list, and mass update all activities on the case based on a set of predefined criteria. Deleted (Terminated) activities are not displayed in the Activities case detail tab. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. See Also Work with case activities
All Processes	Displays all active and historical processes for the case and enables you to manage any processes. On this tab you can create a new process, edit a process, export selected processes to Microsoft Excel, open a selected process in a preview pane and finally cancel a selected process. You can also refresh the tab in order to update the tab and display any changes made to your processes by other users. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. See AlsoWork with processes
Case Preparation	Create, edit and remove agendas and agenda items in the Agenda Management module. The Case preparation tab will only be available if the Agenda Management module is activated in WorkZone Configurator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Case references	Cases that relate to the case indirectly. These cases are independent from the current case, but information about them complement the full picture about the case or can be useful. Child cases are not displayed in this tab but are instead displayed on the Child cases detail tab. You can create a case reference to a case that is a child case and have the reference displayed on the Child case tab as well as the Case references tab. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Chats	The Chats detail tab displays all chats associated with the active chat. From the Chats detail tab, you can open a preview of the chat in the chat window, create a new chat based on the active case, remove or edit an existing chat, export a selected chat to Microsoft Excel, and prevent the chat from being deleted.
Child cases	Cases that relate to the case directly. Child and parent cases can have reverse fields; apart from that, they relate as regular case references. General case references are not displayed in this tab but are instead displayed on the Case references detail tab. You can create a case reference to a case that is a child case and have the reference displayed on the Child case tab as well as the Case references tab. Creating and adding child cases The Case button: Create a child case directly for the case active in the detail page. The Add button: Add an existing case as a child case to the case active in the case detail page. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Contact reference history	A chronology of changes that have been applied to contact (party) references. You can see who has created, updated, or deleted the reference to a party, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Dates	Dates that relate to the case. Use this tab to collect all relevant dates, for example, dates of phone conversations, local deadlines, and others. Note that date types are predefined by your administrator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Document reference history	A chronology of changes that have been applied to document references. You can see who has created, updated, or deleted the reference to a document, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Document references	Documents that relate to the case indirectly. These documents are independent from the case, but information about them complement the full picture about the case or can be useful. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Documents in hierarchy	All documents attached to the active case as well as all documents attached to any child cases of the active case. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Documents	Displays all main documents associated with the case.
Information	Additional information that relate to the case. Select an information type from the drop-down list, and specify a value. Note that information types are predefined by your administrator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Life cycle	A list of changes made in the metadata of a case, for example, case state, case handler, read access, and others. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Main documents history	A chronology of changes that have been applied to main documents of the case. You can see who has created, updated, or deleted the reference to a document, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Notes	Create and share notes on cases with your colleagues. You can quickly view, create, edit, lock, and delete notes on selected cases as well as preview the note, export it to Excel and generate a PDF file of selected notes.
Parent cases	Cases that relate to the selected case directly. Child and parent cases can have reverse fields; apart from that, they relate as regular case references. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Parties	Contacts associated with the case. You can see party roles and other relevant information about contacts on this tab.
Processes	Displays all active processes for the case and enables you to manage your processes. On this tab you can create a new process, edit a process, export selected processes to Microsoft Excel, open a selected process in a preview pane and finally cancel a selected process. You can also refresh the tab in order to update the tab and display any changes made to your processes by other users. See Also Work with processes
Reminders	Displays all notifications that are related to the case. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Recycle bin	Documents on a case that have been deleted. Users always can restore documents from the recycle bin if needed. When users delete documents from the Recycle bin detail tab, the documents are deleted permanently from WorkZone. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. To restore the documents that have the status Archived or Terminated, you must have the SOFTDELETE access code.
Users with Read access	Displays all users registered as having Read access to the case. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Users with Write access	Displays all users registered as having Write access to the case. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Retention	The retention code defines a life cycle of cases. In particular, it defines for how long a case cannot be permanently deleted after its deletion to the trash bin. The retention functionality makes it possible to keep deleted cases in the database and restore them if needed. Retention codes are configured by an administrator. Each retention policy includes a list of users who are allowed to edit its retention code. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Various custom case types...	Custom case types are collections of customized fields created by system administrators in WorkZone Configurator and made available to users in WorkZone. Custom case types contain custom type fields, which can contain case data, much like custom fields. Custom case types are displayed by their name and the custom type field to be used to connect the custom type to the case. Custom types can be manually added to the case detail tabs by users or can be distributed as part of a configuration.

Detail tabs on documents

You can view and manage the following lists on case detail pages:

You can view and manage the following lists on document detail pages:

Name	Description
Case reference history	A chronology of changes that have been applied to case references. You can see who has created, updated, or deleted the reference to a case, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Case references	Cases that relate to the document indirectly. These cases are independent from the current document, but information about them complement the full picture about the document or can be useful. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Chats	The Chats detail tab displays all chats associated with the active chat. From the Chats detail tab, you can open a preview of the chat in the chat window, create a new chat based on the active case, remove or edit an existing chat, export a selected chat to Microsoft Excel and prevent the chat from being deleted.
Contact reference history	A chronology of changes that have been applied to contact (party) references. You can see who has created, updated, or deleted the reference to a party, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Dates	Dates that relate to the document. Use this tab to collect all relevant dates, for example, date of phone conversations, local deadlines, and others. Note that date types are predefined by your administrator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Document references	Documents that relate to the given document indirectly. These documents are independent from the given document. However, information about them complement the full picture about the given document or can be useful. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Information	Additional information that relate to the document. Select an information type from the drop-down list, and specify a value. You can add or remove Information types from multiple items (cases, documents or contacts) in the Navigation pane. See Edit multiple items in a list Information types are predefined by your administrator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Life cycle	A list of changes in document metadata, for example, title, write access, and others. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Notes	Create and share notes on documents with your colleagues. You can quickly view, create, edit, lock, and delete notes on selected documents as well as preview the note, export it to Excel and generate a PDF file of selected notes.
Parties	Contacts associated with the document. You can see party roles and other relevant information about contacts on this tab.
Reminders	Display all notifications that are related to the document. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Supplementary documents	Supplementary documents associated with the given document.
Users with Read access	Displays all users registered as having Read access to the document. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Users with Write access	Displays all users registered as having Write access to the document. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Versions	List of versions for the current document. See Draft versioning. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Various custom document types...	Custom document types are collections of customized fields created by system administrators in WorkZone Configurator and made available to users in WorkZone. Custom document types contain custom type fields, which can contain document data, much like custom fields. Custom document types are displayed by their name and the custom type field to be used to connect the custom type to the document. Custom types can be manually added to the document detail tabs by users or can be distributed as part of a configuration.

Detail tabs on contacts

You can view and manage the following lists on contact detail pages:

Name	Description
Addresses	A list of addresses related to the contact.
Case reference history	A chronology of changes that have been applied to case references. You can see who has created, updated, or deleted the reference to a case, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Case references	A list of cases that relate to the contact.
Contact reference history	A chronology of changes that have been applied to contact references. You can see who has created, updated, or deleted the reference to a contact, when this action was performed, and other additional information. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Contact references	A list of contacts associated with the given contact. You can see roles and other relevant information about contacts on this tab. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Dates	A list of dates related to the contact. Use this tab to collect all relevant dates, for example, date of phone conversations, local deadlines, and others. Date types are predefined by your administrator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Documents	A list of documents associated with the contact. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Document reference history	A list of documents related to the contact. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Information	A list of additional information that relate to the contact. Select an information type from the drop-down list, and specify a value. Information types are predefined by your administrator. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Life cycle	A list of changes on contact state. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration.
Notes	Create and share notes on contacts with your colleagues. You can quickly view, create, edit, lock, and delete notes on selected contacts as well as preview the note, export it to Excel and generate a PDF file of selected notes.
Various custom contact types	Custom contact types are collections of customized fields created by system administrators in WorkZone Configurator and made available to users in WorkZone. Custom contact types contain custom type fields, which can contain contact data, much like custom fields. Custom contact types are displayed by their name and the custom type field to be used to connect the custom type to the contact. Custom types can be manually added to the contact detail tabs by users or can be distributed as part of a configuration.

Manage tabs

You can add, rename, remove, and change the order of the tabs.

You can create own custom tabs to display documents or parties based on your filter criteria. See the Save and reuse search as a custom tab section.

Open the detail page you want to adjust the detail tabs for.
On the detail tab area, click Select tabs to view to open the Tab selector pane.
The available tabs are displayed in the left pane and the tabs in use are displayed in the right pane.
In the Tab selector pane:
1. Drag and drop the tabs to the desired position, either moving a tab from the right pane to the left tab to remove a tab and moving a tab from the left pane to the right pane to add a tab. You can also click Select item in the left pane to add the tab or click Deselect item in the right pane to remove the item.
2. To change the order of the tabs, drag and drop a tab to a new position in the right pane.
3. To rename a tab, click Rename next to the tab title of the tab you want to rename to open the Edit tab form. In the Edit tab form > Tab name field, enter the new title.
Click Save to save your changes and exit the form.

If you rename a detail tab on documents or contacts, the new title will be applied to all document and contact detail pages, respectively. If you rename a detail tab on a case, the new title will be applied only to cases that belong to the same case category.

Click Save.

Add a filtered detail tab

Filtered detail tabs are detail ribbon tabs that display the results from an embedded saved search. You can also create a custom filter for the tab and when you apply the search and save the tab, your custom search will be saved as a saved search.

When you apply a search as a filter to a detail tab, the results will be automatically filtered to only display results connected to the active case, document or contact. If you use the same search to generate results in a list, all search results will be displayed.

You cannot save a search or a filtered detail tab that does not contain any search criteria.

You can edit the search, delete it or apply it to other tabs or lists as any other saved search.

The following filtered detail ribbon tabs can be added to the corresponding detail page:

Case detail page: Filter documents, Filter parties, Filter case references, Filter Child cases
Document detail page: Filter parties
Contact detail page: Filter contact references