What's new for WorkZone administrators
WorkZone Client and WorkZone Configurator
Unit configurations of WorkZone Client can now be applied to all subordinate units
A new type of unit configurations, Unit configuration with inheritance for subunitsis now available. These unit configurations will apply not only to the users directly in the unit, but also to the users in all other subordinate units down the hierarchy. Unit configurations that are applied only to the unit itself (bypassing the subunits or sub-subunits) are now known as Unit configurations (no inheritance).
To apply a unit configuration to all subunits, you must save this unit configuration as Unit configuration, with inheritance for subunits in WorkZone Client, and enable the new Configuration inheritance setting in WorkZone Configurator (under Global > Feature settings > Client > Configuration inheritance. This setting is disabled by default).
- All existing unit configurations of WorkZone Client have automatically been saved as Unit configurations (no inheritance). Change them to Unit configuration, with inheritance for subunits, if needed.
- If more than one unit configuration applies to the same user, for example, a configuration of a unit, a subunit, and a sub-subunit, the configuration settings of the lowest hierarchy level will take precedence. That is, in case of conflicts between settings of unit, a subunit, and a sub-subunit configurations, the sub-subunit configuration settings will have the highest priority, and unit configuration settings will have the lowest priority.
See Configuration types and priorities and How configurations merge for more information.
WorkZone Client
Customize the text field's height on detail pages
In configuration mode, you can now define the text field's height (in rows) for configurable text fields on the case, document, and contact detail pages. See Configure a detail page.
WorkZone Process
SmartPost
The SmartPost process has been extended with a new Exchange dispatcher that can be used to send documents by email.
WorkZone Export/Import
Import of process settings and print types
You can now export and import more WorkZone Process settings and print types used by SmartPost.
See Supported configurations for a full list of supported configurations.
WorkZone Configurator
Add documents to cases via drag-and-drop
New Drag and drop files setting is added under Global > Feature settings > Client. By enabling this feature, you can add documents to cases by dragging and dropping the needed files from your file system.
Support for Templafy Hive
New Templafy Hive feature setting is added under Global > Feature settings > Client >Templafy integration. By enabling this feature, you can now configure settings for Templafy Hive connection and be able to create documents (Word, Excel, or PowerPoint) in WorkZone Client based on the Templafy templates.
