Browse WorkZone cases and documents

Prerequisite:

  • Browse functionality (currently available in experimental mode) is supported from WorkZone version 2021.0.
  • The Browse module must first be enabled by your administrator in WorkZone Configurator (Configurator > Global > Feature Settings > WorkZone Mobile > Browse). See Feature Settings in WorkZone Configurator Administrator Guide.
  • You must be online to use the Browse module.

You can quickly browse through your case lists or documents lists (that is, your WorkZone lists, including predefined filters and custom filters) and view their items. See User Guide for WorkZone Client for more information about WorkZone lists.

You can search for cases and documents available to you in WorkZone and view their details.

  • For cases: You can view documents on the selected case, preview or edit their content (for editable documents), view their metadata, and view metadata of the case itself.
  • For documents: You can preview or edit the documents (if they are editable), view their metadata, and navigate to the related cases to view their details and metadata.

Important:

  • To edit some document formats, you might need to install a corresponding Office app.
  • Regular WorkZone access restrictions will apply: you will only see and be able to edit the items you have access to.

Select your operating system (below) to view guidelines for your device.



You can search for WorkZone cases and documents, and view their content and details.

  1. Tap Browse in the navigation pane.
  2. Tap the needed tab (Documents or Cases). A list of your WorkZone lists of documents or cases (depending on the selected tab) is then displayed, including your predefined filters and custom filters.
  3. Tap the needed list to see its items.
    4. Tip: For lists with many items, use the search bar to find a document or a case within that list.
  4. Tap a case or a document to view its details and references. See View case details and View document details.

You can customize which WorkZone lists will be displayed when you open the Browse module, or rearrange their order.

  1. Tap Browse in the navigation pane.
  2. Tap the Cases or Documents tab.
  3. Tap Edit. A list of your existing WorkZone lists is then displayed, divided into two sections:
    • Selected filters: shows your WorkZone lists that are currently selected to be displayed by default.
    • Search results: shows predefined or custom filters (depending on the selected tab) that you can select to be displayed when you open the Browse module.
  4. To add or remove a list from your currently selected filters, or change the order or your displayed lists, Tap and hold next to a list, and drag and drop it to a new position.
    Tip:
    • Double-tap a list to move it from Selected filters to Search results or the other way.
    • Tap Predefined filters or Custom filters, and then type a search request into the search bar to search for a specific predefined or custom filter.
      • Predefined filters are your WorkZone lists automatically set up by your organization. Searching for predefined filters is case-sensitive.
      • Custom filters are your WorkZone lists, including saved searches, created in WorkZone Client. Searching for custom filters is case-insensitive.
  5. Tap Done to save your changes, or Cancel to discard them.

In the Browse module, you can view cases that are available to you and their metadata, view documents on the selected cases, preview or edit their content (for editable documents), and view document metadata.

  1. Tap Browse in the navigation pane.
  2. Tap the Cases tab. A list of WorkZone case lists that are available to you is then displayed.
  3. Tap the needed case list, and select the needed case. Search for cases and documents, if needed.
  4. Tap Documents to see all documents (available to you) on this case.

    Tip:

    • Tap a document to preview it, edit it (if the document is editable) or view its metadata. See steps 4-5 in View document details.
    • Tap Metadata to view the metadata of this case.
  5. Tap Back to return to the selected case list.

You can preview WorkZone documents that are available to you, edit them (for editable documents) and view their metadata, as well as navigate to the related cases and view their details and metadata.

  1. Tap Browse in the navigation pane.
  2. Tap the Documents tab. A list of WorkZone document lists that are available to you is then displayed.
  3. Tap the needed document list, and select the needed document. Search for cases and documents, if needed. The document is then opened in a preview mode.
  4. Perform the needed action:
    • To view the metadata of this document: Tap at the top right corner. Tap to return to the document preview.
    • To edit this document (if the document is editable): Tap at the top right corner.
      Note: You might need to install a relevant Office app to edit some document formats.
    • To navigate to the related case and view its details and metadata: Tap at the top right corner.
  5. Tap Back to return to the Documents tab.