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
Validation rules	Global > Validation rules.	ValidationRules	Validation rules
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
Saved searches	Exports saved searches that are used in an organization's dashboard in WorkZone Client. After importing the saved searches into a new WorkZone instance, the searches are owned by the user named WZADMIN. You must reassign the ownership of the imported searches to other users for these users to be able to manage the searches, for example edit, delete, or share the searches. You must have the SEARCHADM access code to reassign saved searches to other users. See Reassign a shared search. If you want your custom tabs (such as saved searches) to be included into your export/import, you must also save these tabs in the organizational configuration, otherwise they will not be imported/exported. See Create a custom tab and Edit a configuration.	SavedSearches	Save and reuse saved searches

Configuration

Partial name

Saved searches

Exports saved searches that are used in an organization's dashboard in WorkZone Client.

After importing the saved searches into a new WorkZone instance, the searches are owned by the user named WZADMIN. You must reassign the ownership of the imported searches to other users for these users to be able to manage the searches, for example edit, delete, or share the searches.

You must have the SEARCHADM access code to reassign saved searches to other users. See Reassign a shared search.

If you want your custom tabs (such as saved searches) to be included into your export/import, you must also save these tabs in the organizational configuration, otherwise they will not be imported/exported. See Create a custom tab and Edit a configuration.

SavedSearches

Save and reuse saved searches