Actions on configuration

Edit your Personal configuration

Every time you change any of these elements, you are customizing and saving your Personal configuration. You do not need to enter any special editing mode nor do you need save or update your Personal configuration to enable your changes.

Dashboard items
Widgets
Lists (columns, order of columns, sorting)
Tabs
Panes and panels
Fields and drop-down lists
Case, document and contact detail pages
Ribbons

You can reset your Personal configuration, removing all your changes and restoring the standard configuration for use.

Your filter settings and stored default values are saved as well, but not in your Personal configuration.

Reset your Personal configuration

You can reset your Personal configuration. If there are no changes to your Personal configuration, the organizational configuration will be applied.

In the ribbon, click Settings > Reset configuration and in the Confirm dialog, click Yes to reset your configuration.

Export your Personal and/or Private configuration

You can export your Personal and your Private configuration to a file, either to create a backup of your current configuration or send the export file to other WorkZone users so they can import and use the settings you have defined for your configuration.

In the ribbon, click Settings > Import /Export > Export to file to open the Export user configuration to file form
In the Export user configuration to file form:
- Select the Export all configurations check box to export both your Personal and your Private configurations
- Click the Export selected configurations field and then select either your Personal or your Private configuration
Click Export and define where the JSON export file is to be placed.

Import a Personal and/or Private configuration

You can import your own Personal or Private configuration or another user's exported Personal or Private configuration. When importing, you can decide whether to overwrite your existing configuration settings with the settings in the imported configuration or merge the differences between the configurations into your current configuration.

Tip: Export your current Personal and Private configuration before importing a configuration as a backup in case the imported configuration contains settings you do not want. It is easier to re-import a backup than to manually change multiple settings in your configuration back.

In the ribbon, click Settings > Import /Export > Import from file to open the Import user configuration to file form
In the Import user configuration to file form > Select file field, navigate to and select the JSON export file you want to import.
Define how to treat the imported configuration settings:
- Select Merge with existing configurations to merge the imported configuration settings with your current configuration.
- Select Drop existing configurations to overwrite your current configuration settings with the settings of the imported configuration.
Click Import to import the selected configuration.

View all changes to configurations available to you

You can open an overview of all the changes to the configurations that have been applied and are available to you. The overview lists the changes to the configurations by type and also by configuration type (User, Unit and Organizational).

In the ribbon, click Settings > View configuration to open the Effective configuration form
The Effective configuration form only displays configurations that contain customizations which affect you. Customized configurations that affect other users or units are not displayed.
In the Effective configuration form, expand the nodes for each listed configuration to navigate to each changed element.
Double-click the element to open the Changes applied by selected configuration form, where the customizations that have been applied to the configuration are displayed.