Navigation pane and lists


Navigation pane

About the navigation pane

The panels that are displayed in the navigation pane contain some of the most commonly used lists and your own saved searches. These lists are defined and configured on WorkZone Content Server. You can hide the navigation pane by clicking the arrow at the upper-right corner of the navigation pane.

By default, the navigation pane displays the following panels:

  • Dashboard
  • Cases
  • Documents
  • Contacts
  • Other

Manage panels

You can add, change the order, or remove panels from the navigation pane.

  1. Go to the Home tab, and click Configure navigation in the top right area of the navigation pane.
  2. The following actions are now available:
  • Add a new panel: At the top of the navigation pane, click Add new panel. In the Add panel dialog box, type a name, and click Save.
  • Rename a panel: Click on the pane that you want to rename. In the Rename panel dialog box, type a new name, and click Save.
  • Reorder panels: Drag and drop the panel that you want to move.
  • Remove a panel: Click on the pane that you want to remove. Click Remove panel, and then click Yes.

Note: You can only remove the panels that have been added by you.


Lists

About lists

Each panel in the navigation pane contains additional standard lists. For example, the Cases panel displays the following lists by default:

  • Open cases
  • Cases with reminders
  • Open cases on the unit
  • Cases on the unit with no case handler
  • Cases with no case handler and unit
  • Favorite cases

When you click one of these lists, the search for the selected list is performed automatically, and the result is displayed on your dashboard. You can use the buttons on the ribbon to perform various operations on the search results.

Tip:

  • You can easily open any list from the navigation pane in a new tab by double-clicking the title of the list.
  • You can add more lists or change the order of panels by customizing the navigation pane. For example, you can add a list of your Followed cases, Reading list cases, and Changed documents to the navigation pane.

The list menu

Right-click a list item to open the list menu which displays all actions you can apply to the selected list item or to the selected list items if you have selected multiple list elements. If the list does not contain at least one item, the list menu will not be displayed.

All options in the list menu can also be found as buttons in the Main ribbon or the detail tab ribbon but buttons are collected in the list menu for quick access and ease of use.

List menu options that are not relevant for the current selection or that require the affected columns to be displayed in the list are displayed as inaccessible .

Manage lists

You can add new lists, remove existing lists and rearrange the lists in your navigation pane.

Customizing the Navigation pane

You can customize your navigation pane by clicking the Configure navigation icon in the navigation pane on the Home tab. The Available lists pane is displayed and you can edit the lists.

In the Available lists pane, left-hand column displays lists (framed in green) that are currently available from your navigation pane and right-hand column displays lists (framed in red) that you can add for quick access.,

Tip: Click Reset to discard your changes and return to the default configuration of the navigation pane.