About detail page customization

Prerequisite: You must be assigned the CONFIGADM access code to configure detail pages.

You can customize case, document, or contact detail pages to suit your organization's needs, work processes and goals, re-sizing the detail page, adding, moving, or removing existing fields and adding new fields. The new fields you can add can be either existing but not currently displayed WorkZone fields, custom fields, created by administrators for your organization, or specialized controls such as the Empty control and the Label control in the page designer.

All fields and controls can be re-ordered and re-arranged to create a detail page to better visually and structurally fit your organization's requirements and work flow for handling cases, managing documents and using contacts.

When you are finished, you can distribute the configuration to yourself or others by saving the configuration to a user, unit or organization.

Case and contact detail pages

Each contact and case type has its own configurable detail page enabling you to configure different contact and case detail pages for each relevant contact or case type. If you want to configure the detail page for all contact or case types, for example if you want to add the same custom property to all contact detail pages, you must configure each contact detail page for each contact type.

For case detail pages and contact detail pages, you can also configure field settings such as defining the default value of the field, making the field mandatory and rendering the field read-only. For some fields that contain advanced settings, you can also define a filter which limits the values a user can select for the field.

Note: Controls are synonymous with fields in the tab pages.