Supported configurations

This topic outlines the WorkZone Configurator and WorkZone Client configurations that can be exported and imported using WorkZone Export/Import.

WorkZone Configurator configurations

The following configurations can be exported and imported:

Configuration	In WorkZone Configurator	Partial name	Read more
Case
Case custom fields	Case > Custom fields > Primary.	CaseCustomFields	Custom fields
Case properties	Exports case categories, types, and states: Case > Properties > Case categories. Case > Properties > Case types page. Case > Properties > Case states.	CaseCategories	Properties and About cases
Case party roles	Case > Custom fields > Parties and references > Case party role	CaseRoles	Custom fields
Case references	Case > Custom fields > Parties and references >Case references.	CaseReferences	Custom fields
Case document references	Case > Custom fields > Parties and references > Document references.	CaseDocumentReferences	Custom fields
Case information types	Case > Information types.	CaseInformationTypes	Case information types
Case date types	Case > Date types.	CaseDateTypes	Date types
Document
Document custom fields	Document > Custom fields.	DocumentCustomFields	Custom fields
Document group	Document > Properties > Document groups.	DocumentGroupProperties	Document properties
Document type	Document > Properties > Document types.	DocumentTypeProperties	Document properties
Document parties	Document > Parties and references > Document party roles.	DocumentParties	Parties and references
Document reference custom fields	Document > Parties and references > Document references.	DocumentReferenceCustomFields	Parties and references
Document information types	Document > Information types.	DocumentInformationTypes	Information types
Document date types Properties	Document > Date types.	DocumentDateTypesProperties	Date types
Document classifications	Document > Documenation classificationstypes.	DocumentationClassifications	Document classification
Default document classification	Document > Default document classification.	DefaultDocumentClassification	Define default classification code
Draft versioning	Document > Draft versioning.	DocumentDraftVersioning	Draft versioning
Contact
Contact custom fields	Contact > Custom fields.	ContactCustomFields	Custom fields
Contact references	Contact > Parties and references.	ContactReferences	ContactReferences
Contact information types	Contact > Information types.	ContactInformationTypes	Information types
Contact date types	Contact > Contact types.	ContactDateTypes	Contact types
Contact types	Contact > Contact type.	ContactTypes	Contact types
Address
Addresses custom fields	Address > Custom fields.	AddressCustomFields	Custom fields
Global
Feature settings	Global > Feature settings.	FeatureToggles	Feature settings
Custom droplist	Global > Custom droplists.	Droplists	Custom droplists
Custom types with properties	Global > Custom types.	CustomTypes	Custom types
Client
Client icons	Client > Icon assignments and Client -> Icon collection.	Icons	Icons collection Custom icons assignments
Office
Office configuration	Office > Outlook configuration. Office > Office template path. Office > Office Online Server.	OfficeConfiguration	WorkZone for Office settings
Process
Print types	Process > Print types	WzpSystemPrintTypes	Print types
Process settings	Process > Process settings	WzpSettings	Process settings
Taxonomy
Classification scheme	Taxonomy > Classification scheme.	Taxonomies	Classification scheme
Facets	Taxonomy > Facets.	Facets	Facets
Case number format	Taxonomy > Case number format.	CaseNumberFormat	Case number format
Subnumber types	Taxonomy > Subnumber types .	SubNumberTypes	Subnumber types
Restrict selection of case group in clients	Taxonomy > Create case group > Selectable	SystemShow	Create a case group
Keywords	Taxonomy > Dictionary.	Keywords	Dictionary and keywords
Dictionary settings	Taxonomy > Dictionary settings.	SystemOwners	Dictionary and keywords
Retention
Retention policies	Retention > Retention policies.	RetentionPolicies	Rentention policies
Default retention policy	Retention > Default retention policy.	DefaultRetentionPolicy	Define default retention policy
Retention reasons for deletion	Retention -> Reasons for deletion.	ReasonsForDeletion	Reasons for deletion
Logs
Log settings	Logs > Deletion log settings. Logs > Use log settings.	LogSettings	Deletion log settings Use log settings

WorkZone Client configurations

The following configurations can be exported and imported:

Configuration		Partial name	Read more
Organizational WorkZone Client configurations	Exports WorkZone Client organizational configurations that an administrator has distributed to a whole organization.		About WorkZone Client configuration
Saved searches	Exports searches that have been saved in WorkZone Client.	SavedSearches	Save and reuse saved searches