Configure a detail page

When editing a configuration and displaying the Available fields pane, all configurable WorkZone controls (fields) are displayed with the Configure control icon in the upper right-hand corner of the control. This enables you to quickly gain an overview of which controls can be edited on a detail tab page.

To configure a detail page

The procedure below describes how you configure a case detail page. If you want to configure a document detail page or a contact detail page, make your changes on the document detail page or the contact detail page, respectively.

1. When editing a configuration, click Case in the main ribbon and select the case type to create to open a new case detail page in the page designer.
2. In the upper-right corner of the New Case field, click Configure page to open the Available fields pane.
   The Available fields pane displays all controls that can be used to customize detail tab pages, including custom fields were defined in WorkZone Configurator. All configurable WorkZone controls (fields) are displayed with the Configure control icon in the upper right-hand corner of the control.
   If the custom field you are looking for is not displayed in the Available fields pane, it may be a hidden custom field.
3. You can do the following with the fields in the tab page:
• Drag and drop the fields to new positions to reorder them.
• Double-click the existing fields to remove them from the detail page. You can also drag and drop the fields to the Available fields pane to remove them.
• Double-click the fields in the Available fields pane to add them to the detail page, or drag and drop the fields from the Available fields pane to the tab page.
• Re-size the fields by dragging their right corner.
• Add an empty control as a placeholder. Fields on the detail page will automatically be arranged and you can use the empty controls as placeholders to ensure the placement of your fields in the page.
• Click Configure control on a field to open the configure menu and select the setting to change:
  • Default: Enter a default value in the field. Default values can be overwritten by users.
  • Required: Required fields must contain values and the detail page cannot be saved until all mandatory fields contain values.
  • Read-only: Users cannot edit the value in the field. The field can be for informational purposes only or set to only contain one default value which cannot be changed.
  • Advanced: Define a filter which limits the values a user can select for the field. Some fields will not contain the Advanced setting.
    You can change your own or another user's settings for a control, but you cannot override the system settings.
4. Click Apply to save your changes.

See Also

About custom fields

About detail page customization

Reordering the fields and controls

The Empty Control

The Label control