What's new in WorkZone Configurator 2022.3

Restrict selection of specific case groups when creating cases

  • New Selectable option will allow you to define whether a specific case group will be selectable to the users during case creation from clients, such as WorkZone Client, WorkZone 365, and WorkZone for Office. If the Selectable option is disabled, the users will not be able to create cases in this case group, but will be able to search for cases belonging to this case group. See Create a case group.
  • Disabling the Case creation toggle for a case group will now automatically disable also the Selectable and Subnumber required options for this group.

Filter date columns by Empty or Filled in values

When filtering date columns (such as start date or end date, for example), you can now select to only display properties where date values are empty or filled in.

Hidden case categories

You can now make the case categories hidden. Hidden case categories will remain in WorkZone but will not be visible to the users. You can hide or unhide a case category at any time (under Case > Properties > Case categories). Some of the existing system case categories are now hidden by default (as defined in their WorkZone Content Server settings).

Improved Ditmer Agenda Management integration

You can now create a system user with the name_code WORKZONEAGMUSER and have impersonation configured automatically. When the WORKZONEAGMUSER user is replicated to WorkZone, the ALLOW_IMPERSONATION and UNIVERSAL_ACCESS fields are automatically set to:

users.ALLOW_IMPERSONATION='*' and users.UNIVERSAL_ACCESS='J'.

If you have already configured the WorkZone integration to Agenda Management, and you have enabled impersonation for a user, you can continue to use this user.

See Agenda Management settings.

View metadata for a DCR process

You can now view metadata for imported DCR processes in the Create case activity dialog. Expand the new DCR process metadata section to see the metadata for the DCR process. You can, for example, use this information to verify that you have imported the correct version of a DCR process after making changes to it in the DCR Portal.

See View metadata for a DCR Process.

Download a DCR process file

You can download the DCR process file (XML file) that a case activity is based on. This can be useful if you want to edit a DCR process, but cannot locate the DCR process in DCR Portal.

See Download a DCR process file.