About WorkZone Client configurations

What is a WorkZone Client configuration

WorkZone Client configurations are collections of user-interface elements (dashboards, lists, widgets, etc) that can be customized and applied to either a single user, a unit or the entire organization. Organizational configurations are available to all users in the organization while Unit configurations are available to members (users) of that unit only. User configurations are only available to the user the configuration is applied to.

Typically, an administrator customizes the configurations and applies them to users, units and/or the organization, but users can customize their own configuration, with some limitations. Administrators can also reset configurations, removing all customizations and restoring a configuration to the standard configuration supplied by default during the WorkZone initial installation.

Configurations can be exported to a file, either to create back-ups or to transfer configurations from one WorkZone installation to another.

Users and administrators both can view all the changes applied to the configurations that are available to the current user. Changes to the configurations are listed by their type and by configuration type (User, Unit and Organizational). While mostly providing technical details, they can help understand the scope and depth of edits to a configuration that might affect the user.

What a configuration contains

When you customize WorkZone Client according to your needs, you create your personal configuration of WorkZone Client. Examples of customizing WorkZone Client include all occurrences when you add, remove, reorder, or resize the following elements:

• Dashboard items
• Widgets
• Lists (columns, order of columns, sorting)
• Tabs
• Panes
• Fields and drop-down lists
• Case, document and contact detail pages
• Ribbons

If you do not change any of the above, your personal configuration will be empty of changes. In this case, you will use the Organizational , Unit or User configuration that an administrator has made available to you, your unit or the entire organization.

Configuration types and priorities

There are five types of WorkZone Client configurations (from the highest to lowest priority):

1. Private: A configuration that contains your filter settings and stored field values, much like a hidden layer of default field values. Private configurations cannot be opened or edited by other users but can be overwritten by another user's Private configuration (when you import configurations).
   
2. Personal: A configuration where you have applied your personal customizations to the elements listed above (Dashboard items, Widgets, Lists, Tabs, etc). You can import another user's exported Personal configuration, and either overwrite your own configuration or merge the imported configuration changes with your own configuration. Personal configurations can be edited by administrators.
3. User: A configuration that an administrator has customized and distributed to you. The User configuration is identical to the Personal configuration, but also includes changes to fields in the detail tab pages. User configurations can be edited by administrators.
4. Unit: A configuration that an administrator has customized and distributed to your unit. There are two types of unit configurations:
   • Unit configuration with inheritance for subunits: Will apply not only to the users directly in that unit, but also to the users from all subunits and sub-subunits down the hierarchy.
   • Unit configuration, no inheritance: Will apply to the users directly in the unit, but not to the users from the subunits or sub-subunits down the hierarchy.

   Unit configurations can be edited by administrators.

   Note: 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 over the others. That is, in case of conflicts between settings of a 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).
5. Organizational: A configuration that an administrator has distributed to the whole organization.
   An administrator can apply changes to the configuration.

How configurations merge

When more than one configuration applies to a user or a unit, the configuration settings are merged.

• If there are no conflicts between settings of applied configurations, all settings will apply.
Example
If a user adds the Changed contacts list to the navigation pane, and an administrator adds the Followed contacts list to the same location, both lists will be displayed on the user's navigation pane.
• If there is a conflict between settings of applied configurations, the settings of a configuration with a higher priority will be applied.
Example

If widget size for the Open cases list has the following conflicting settings in applicable configurations:

• Personal: Display 20 rows.
• User: Display 5 rows.
• Unit: Display 7 rows
• Organizational: Display 10 rows.

In this example, the Open cases list will display 20 rows, as Personal configuration settings will override the others. If the user resets the personal configuration, the settings with 5 rows will be applied (User configuration settings will override the Organizational and Unit configuration settings). If the administrator resets or clears the User configuration, the settings with 7 rows will be applied (Unit configuration settings will override the Organizational configuration settings). And, finally, if the administrator resets or clear the Unit configuration, the settings with 10 rows will be applied (as Organizational configuration settings will no longer have any conflicts).

• The Saved search list is only visible to the user who created it. The search lists cannot be distributed or imported together with a configuration created by someone else.

What administrator and users can do

The actions you can perform on a WorkZone Client configuration depend on your access rights:

• If you do not have the CONFIGADM access code, you can:
  • Export your own Personal and Private configurations
  • Import your own and other user's Personal and Private configurations
  • Edit your own Personal configuration.
    • You can chose not to display a filtered tab or the default dashboard, but you cannot delete them from a configuration.
  • Reset your Personal configuration
  • View all changes to all configurations available to you.
• If you have the CONFIGADM access code, you can:
  • Reset your own configuration or reset another user's or unit's configuration.
  • Edit and save a User, Unit, or Organizational configuration
  • Save a configuration and make it available to another user, unit, or the entire organization
  • Export a configuration to a file and import a configuration from a file
  • View all changes to all configurations available to the current user.