Custom types
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To configure custom types, you must have the CONFIGADM access code.
Important: 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.
About custom types
You can create custom types for specific type of projects or other data entities which do not fall under the case, document, address or contact category, yet which your users will need to view and edit from cases, documents, or contacts they work with.
Custom types are created by adding and configuring custom type fields to be displayed within this custom type, and then enabling a custom type for cases, documents or contacts. After that your WorkZone users will be able to add the existing custom types as a detail tabs on the case, document, or contact details page, and register or edit related information directly from the case, document or contact.
For example, you can create a custom type for "Budgets", define specific custom type fields you will need: a budget sum, accepted date, approval status, responsible contact, etc., and then enable your "Budgets" custom type for cases, documents, and contacts by adding to this custom type the Case, Document,and Contact custom type fields. After that any user in your organization will be able to add your "Budgets" custom type as a detail tab to the case, document or contact detail page in WorkZone Client and register or edit related budget information (defined by your custom type fields) directly from a case, document, or contact they work with.
- Custom types are created and set up by a system administrator in WorkZone Configurator, but once the they are created and enabled for cases, documents, or contacts, any WorkZone user can edit their configuration and add available custom types as a details tabs on the case, document or contact detail page in WorkZone Client. See Detail tabs in the WorkZone Client User Guide for more information about working with detail tabs in WorkZone Client.
- To enable a custom type for cases, documents, or contacts, add to this custom type the Case, Document, or Contact custom type field, respectively. See Actions on custom type fields. Global and departmental access are extensive rights that will allow the user to access sensitive information. Assign these rights only when needed.
- A custom type must contain at least one custom type field. Custom type fields resemble custom fields, but are data fields that can contain multiple data values per case, document or contact, as opposed to custom fields which only can contain one data value per case. Custom type fields can only be added to custom types and not to any other WorkZone elements. See Custom type fields for more information.
Important: Until a custom type is enabled for cases, documents, or contacts, users will not see it in WorkZone Client (that is, users will not be able to add this custom type as a detail tab to a case, document, or contact detail page in WorkZone Client, or to search for this custom type in WorkZone Client).
Localizing custom types
You can localize your custom types by providing an English, Danish and German label. The users will see the English, Danish or German label, depending on which language is activated in WorkZone Client.
Custom type label and name must be unique. You cannot use for a custom type a label or a name which are already used for another existing custom type.
After you have created a custom type, you can edit it, changing certain properties such as labels and the activation period (start date and end date). You cannot edit the custom type's name or default label.
Activation period for custom types
You can define an activation period for an existing custom type by editing the custom type and entering the start and end dates of the activation period. An empty start date will activate the custom type. If the current date is later than the end date specified for the custom type, the custom type will be inactive.
Active custom types
Users can select any active custom type in the Tabs selector form in WorkZone Client and add it to the detail tabs of the case, document or contact details, as well as add case, document or contact information to any active custom type fields. See Detail tabs in the WorkZone Client User Guide for more information about working with detail tabs in WorkZone Client.
Inactive custom types
Inactive custom types are not displayed in the Tabs selector form in WorkZone Client.
- You can activate or deactivate a custom type by changing its start and end dates.
- Custom type fields can be activated or deactivated in the same way as custom types.
If you no longer need a custom type, you can delete it, but you cannot delete a custom type which contains fields that contain data. If you no longer need a custom type that contains data, deactivate this custom type instead.
Copying cases or documents with custom types
- Cases: When copying a case containing custom types, you can select to copy the case with or without case lists. If you copy the case with case lists, all custom types on this case with all the data will be copied to a new case. If you copy the case without case lists, all custom type tabs will be copied, but without any data.
- Documents: When copying a document containing custom types, all custom types on this document with all the data will be copied automatically.
See also
