Actions on custom types

To configure custom types, you must have the CONFIGADM and DATAADM access codes.

  • After deleting, editing or creating a custom type or a custom type field, you must update the custom types in use. If you do not update the custom types, your changes will not be displayed correctly.
    To update all custom types, each user must reload the WorkZone Client.
  • For the custom type to appear on a case, document, or contact, it must be assigned the Case, Document or Contact type, and added as a tab from the relevant detail page.
 

You can perform the following actions on custom types:

Create a custom type
  1. On the start page, click Global.
  2. Select the Custom types tab.
  3. On the Custom types page, click Create custom type to open the Create custom type form.
  4. In the Create custom type form:
    1. In the Label by default field, enter the default label for the custom type. This label will be displayed to users in the WorkZone Client if relevant localized label has not been defined.
    2. In the Name field, enter a name for your custom type. This name will be used in the system but will not be displayed to users in the WorkZone Client. The name must be 11 characters or less.

      Custom type names must be unique. You cannot use for a custom type the same name which is already used for another existing custom type.

    3. Click Localize label and:
      • In the Label (da-DK) field, enter a Danish label for the custom type if you need to provide a Danish label.
      • In the Label (de-DE) field, enter a German label for the custom type if you need to provide a German label.
      • In the Label (en-GB) field, enter an English label for the custom type if you need to provide a specific English label. The users will see the English, Danish or German label, depending on which language is activated in WorkZone Client.
    4. In the Type of field dropdown, select type of the custom type.
    5. Click Create to create the custom type and close the form.
Edit a custom type

You cannot change the Name or Label by default fields on an existing custom type.

  1. On the start page, click Global.
  2. Select the Custom types tab.
  3. Select the custom type you want to edit and click Edit custom type to open the Edit custom type form.
  4. In the Create custom type form, click Localize label and:
    • In the Label (da-DK) field, enter a Danish label for the custom type if you need to provide a Danish label.
    • In the Label (de-DE) field, enter a German label for the custom type if you need to provide a German label.
    • In the Label (en-GB) field, enter an English label for the custom type if you need to provide a specific English label. The users will see the English, Danish or German label, depending on which language is activated in WorkZone Client.
  5. In the Start date and End date fields, enter the start and end dates of the activation period if you need to define an activation period for the custom type.
  6. Click Save to save your changes and close the form.
Delete a custom type

You cannot delete a custom type that contains fields which contain information.

  1. On the start page, click Global.
  2. Select the Custom types tab.
  3. Select the custom type you want to delete and click Delete custom type to open the Delete custom type form.
  4. Click Delete to delete the custom type and close the form.
Add descriptive label to a custom type

You can add descriptive text to a custom type property, and have this text displayed in WorkZone Client when users look up this custom type field value in a drop-down list, or when users analyze relevant custom type data displayed in the dashboard widgets. See Descriptive text on custom types in WorkZone Client User Guide for more information.

Important: Only fields with the Text type can be used as descriptive labels of custom types and only one field can be used as the descriptive label. If you select more than one text field to be used as the descriptive label, your last selected field will overwrite any previous selections.

  1. On the start page, click Global.
  2. Select the Custom types tab.
  3. In the custom type droplist, select the custom type for which you want add a descriptive label.
  4. On the Custom types tab page, hover the mouse over the Action button next to the custom type field you want to use as a descriptive label and select Edit in the action bar. The Custom type field form is opened with the selected custom type and custom type field in the title.
  5. Enable Use as entity description.
  6. Click Save to save your changes and close the form.


See also

Custom types