Information types

Case

Document

Contact
Prerequisite: To configure information types, you must have the DATAADM access code.


About information types

It is possible to specify additional structured information on cases, documents, and contacts. For example, it could be involved towns, companies, building numbers, and any other information. In WorkZone Configurator, you can define the information types, and users will see them on the Information tab in WorkZone Client. When users want to add new information, they need to click Add, select an information type from the list, and indicate the information.

Tip: In WorkZone Configurator, you can select a predefined list of items for a new information type. If a user selects this information type in WorkZone Client, the items will then be available in the Information drop-down list.


Create an information type

Tip: There are two types of Information type – text and droplist. If you need a text information type, skip the Droplist field in the Add information type dialog box.

Create a new value for the Information type list:

  1. On the main page, select Case, Document, or Contact depending on to which of them you want to add a new value.
  2. On the Information types tab, in the bottom-right corner of the page, click Create.

  3. Fill in the following fields in the Create information type dialog box:

    • Label by default – The default information type name that is visible for users.
    • Code – The code in the database.
    • Localize labels – Optionally, specify names in other languages.
    • Start date –  The date when the information type becomes active. Before the start date, the information type is invisible on the user interface.
    • End date – The date when the information type is deactivated. After the end date, the information type becomes invisible on the user interface.
    • Droplist
      • Select droplist – Select a droplist of a desired category. To view list items that are included in a list, point to the list name.
        • Tip: See how to configure custom droplists.
      • Create new droplist – Click the button if you want to create a custom droplist that is relevant to your organization. You will be redirected to the Custom droplist page.
  4. Click Create.


Edit an information type

  1. Open a list with the information type that you want to edit, and point to it. A menu bar with action buttons appears.
  2. Click Edit.
  3. Apply the required changes in the Edit information dialog box.
    4. Note: You cannot edit the Label by default and Code values.
  4. Click Save.


Delete an information type

You can only delete an information type that does not have any records in the database.

  1. Open a list with the information type that you want to delete, and point to it. A menu bar with action buttons appears.
  2. Click Delete, and then click Delete.