Facets

About facets

Facets represent case properties that are specific for an organization. Facets are used as a complimentary way to the Classification scheme to classify cases in WorkZone Client or WorkZone for Office. In contrast with case groups, users can select multiple facets for a case. Facets are defined by an administrator and then available on a case detail page.

Create a facet

1. On the main page, select Taxonomy.
2. On the Taxonomy page, select the Facets tab.
3. To create a new facet, click Create at the desired level.
Tip: You can navigate facet levels in different ways:
• Double-click facets (1);
• Click View the whole facet scheme to view its tree structure (2);
• Use a breadcrumbs trail (3).



4. Fill in the following fields in the Create facet dialog box:

   • Title – The default name that is visible for administrators and users.
   • Code – The code of the facet in the database. The facet code must be unique across the case groups and other facet codes.
   • Localize labels – Optionally, specify names in other languages.
   • Priority – Define the order of facets in the facet classification. You can enter an integer number starting from 1. A facet with priority 1 will be shown above other facets in the facet classification.
     Note: Priorities do not affect each other. For example, if you have five facets with priorities 1, 2, 3, 4, 5 and then you add a new facet with priority 1, then facet priorities will be 1, 1, 2, 3, 4, 5 (not 1, 2, 3, 4, 5, 6).
   • Case creation – Enable this toggle button to make this facet selectable during case creation.
   • Start date –  The date when the facet becomes active.
   • End date – The date when the facet is deactivated.
   • Access code – Click and list access codes that grant users to see and select this facet. If you leave the field empty, everyone who creates a case can select this facet.
5. Click Create.

Edit a facet

1. Open facet scheme and select a facet that you want to edit.
2. Point to it. A menu bar with action buttons then appears.
3. Click Edit.
4. Apply the required changes in the Edit facet dialog box.
   Note: You cannot edit the Title and Facet code values.
5. Click Save.

Delete a facet

You can only delete a facet if it meets these conditions:

• It does not have any records in the database.
• It is not a parent facet for facets of lower levels.

1. Open facet scheme and select a facet that you want to delete.
2. Point to it. A menu bar with action buttons appears.
3. Click Delete, and then click Delete.