About custom fields

Custom fields are fields defined by your organization which can store one value per case, document or contact and can be displayed on the detail pages for cases, documents and contacts as well as added to the case, document, contact and addresses lists.

Custom fields can also be added to searches, including saved searches, that correspond to the type of custom field (Case, Contact, Document or Address)

Custom fields are created, defined and maintained in WorkZone Configurator on the Case, Document or Contact pages.

Hidden custom fields

Custom fields can be marked as hidden when creating or updating the custom field in WorkZone Configurator. Hidden custom fields are not displayed in the Available fields pane when customizing the respective detail pages or when customizing searches and can therefore not be selected or added to detail pages or searches. Hidden custom fields are also not displayed when selecting Show all fields in searches, when displayed in lists or when used in Group by or Aggregate by fields in dashboard widgets.

If you hide custom fields that already are displayed in their respective detail pages or saved searches, WorkZone Client must be closed and reopened to hide the custom field. If a custom field was set as mandatory and then hidden, the field will no longer be mandatory.

Hidden custom fields can still retain data and can still be referenced by scripts and calculations. They are just not displayed in the normal user interface.

To hide a custom field

When you create a custom field in WorkZone Configurator, in the custom field parameters form, toggle the Selectable radio button to Off, to hide the custom field. Toggle the Selectable radio button to On, to display the custom field again.

The types of custom fields

There are four types of custom fields:

• Custom document fields
• Custom contact fields
• Custom case fields
• Custom address fields

Custom document fields

Custom document fields can be added to the Documents detail page as well as added to document lists and tabs in the document detail page.

Custom contact fields

Custom contact fields can be added to all 17 types of Contact detail pages as well as added to contact lists and tabs in the contact detail page.

Custom case fields

Custom case fields can be added to all 5 types of Case detail pages as well as added to case lists and tabs in the case detail page.

In contrast to custom document and custom contact fields, custom case fields are sub-divided into two sub-types:

• Primary: Available everywhere.
• Case parties: Only available on the Parties tab on the cases detail page. Custom Case parties fields can be used to define additional content that connects a specific case with a specific contact, often designated a case party.

Custom address fields

Custom address fields can only be added to the Addresses list and the Addresses tab on the Contact detail page.